Calculated Risk

FEBRUARY 25, 2025

The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 billion (5.6

Numbers 162

Numbers Banking Assets Portfolio 162

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. What works about HiMaV is that it grounds financial projections in a story-based context. It's about developing a dynamic spending plan (e.g.,

Retirement 147

Retirement Clients Retirement Planning Marketing 147

The Reformed Broker

OCTOBER 3, 2022

You will be familiar with the sequence of these events. The tail end of a decade of uninterrupted asset price appreciation for the top decile of. You were there. But you may not have reached the shocking conclusion that I have. At least not yet. The post You weren’t supposed to see that appeared first on The Reformed Broker.

Assets 364

Assets 364

The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. Asset allocation determines the rate of return. Recognize the rhythm of events. Arthur Zeikel was a founding principal of Standard & Poor’s/InterCapital, Inc.,

Investments 148

Investments Investing Risk Tolerance Portfolio Management 148

Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. institutionalinvestor.com) A round-up of recent research on the equity risk premium including 'Equity Premium Events.' mutinyfund.com)

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Calculated Risk

APRIL 19, 2023

Excerpts: Key considerations in evaluating the consequences of a debt default • Such an event would be unprecedented. economy—Treasury securities are the world’s “safe” asset and the dollar is the world’s main reserve currency. Failure to raise the U.S.

Government 353

Government Assets Economy Financial Market 353

Mish Talk

DECEMBER 4, 2022

The liquidators later ordered the transfer of the unit’s crypto assets to a digital wallet controlled by the Bahamian government. In Turkey, authorities have seized the assets of FTX’s local subsidiary, an affront to Mr. Ray’s efforts to sweep FTX’s assets into the chapter 11 process in Delaware. Turkey found nearly $3.1

Assets 176

Assets Banking Government Commission 176

Nerd's Eye View

MARCH 25, 2025

AJ is the co-founder of Brooklyn Fi, an RIA based in Brooklyn, New York but operating as a fully remote business, that oversees $370 million in assets under management for more than 400 client households. My guest on today's podcast is AJ Ayers.

Financial Advisor 130

Financial Advisor Clients Recruitment Certification 130

Abnormal Returns

SEPTEMBER 5, 2024

johnwallstreet.com) Can new, high profile events bring track into the sports consciousness? sherwood.news) Being an 'unwitting' Russian asset is apparently very lucrative. (asymco.com) Sports business Topgolf Callaway ($MODG) is splitting into two separate companies. sportico.com) Manufacturing The U.S. defector.com)

Financial Advising 274

Financial Advising Manufacturing Marketing Economy 274

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? newsletter.abnormalreturns.com) Mixed media In a clinical trial Novo Nordisk's ($NVO) WeGovy was shown to reduce cardiac events. (wsj.com) Close-end fund discounts are at historically high levels. npr.org)

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

The Big Picture

AUGUST 11, 2023

You will network with the best practitioners in the RIA/Asset management space while learning about how the latest cutting-edge fintech can help you manage your practice. If you want to run a better shop or practice, do an even better job for your clients, and have some fun along the way, well then this is the event for you.

Food 242

Food Media Management Assets 242

The Big Picture

NOVEMBER 25, 2023

Atwater previously ran JPMorgan’s asset-backed securities business and served in executive roles at First USA, Bank One and Juniper Financial. Following major events like the January 6 insurrection, there are five natural reactions that reflect sentiment: “Flight, Flight, Freeze, Follow, and F*ck it.”

Economy 284

Economy Banking Economics Assets 284

The Big Picture

JANUARY 1, 2024

Vox ) • More Than Words: 10 Charts That Defined 2023 : Some years are defined by a single event or person — a pandemic, a recession, an insurrection — while others are buffeted by a series of disparate forces. trillion dollar in client assets. Stay invested. Such was 2023. ( Here’s what we learned. The Ringer ) • Six N.F.L.

Distribution 274

Distribution Economy Clients Management 274

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. Welcome to the 426th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer des Groseilliers.

Compensation Planning 147

Compensation Planning Clients Planning Wealth Advisor 147

The Big Picture

NOVEMBER 30, 2023

My morning train WFH reads: • Owners Keep Zombie Malls Alive Even When Towns Want to Pull the Plug : Aging malls often take a long time to expire, but they can remain valuable assets. After a recent pop-up event in New York City, I was left with more questions than answers. (

Education 265

Education Assets Numbers Economics 265

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 190

Estate Planning Distribution Assets Planning 190

Nerd's Eye View

JUNE 19, 2024

The role of estate planning is most commonly considered to be about transferring assets from one generation to the next in the most efficient manner possible (e.g., The most common example involves trust provisions that direct assets to be distributed to beneficiaries once they obtain a certain age (e.g.,

Estate Planning 189

Estate Planning Clients Distribution Assets 189

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 336

Marketing Marketing Economics Portfolio 336

Nerd's Eye View

OCTOBER 7, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: VRGL has announced a new venture capital funding round to continue building out its capabilities to extract data from prospects' investment statements and automatically generate investment proposals – which while having proven (..)

Clients 246

Clients B2B Estate Planning Planning 246

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? How should investors approach these asset classes? What sort of return expectations should investors have for these different asset classes?

Portfolio 148

Portfolio Assets Investments Investing 148

The Big Picture

MARCH 7, 2023

The All-Star Game is the league’s pre-eminent regular season event, and the only thing worse than the desultory action on the floor was the ratings. While my Milwaukee Bucks are doing fantastic — 14 straight wins as I write this — the NBA as a whole isn’t doing so hot.

Food 278

Food Consulting Assets Manufacturing 278

Nerd's Eye View

OCTOBER 4, 2023

In reality, though, the economy is a complex web of interdependent factors where events often make sense only in hindsight – and sometimes, not at all.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

OCTOBER 8, 2024

billion in assets under management for 1,300 client households. My guest on today's podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9

Financial Advisor 246

Financial Advisor Clients Distribution Planning 246

The Big Picture

MARCH 14, 2023

The 2-year yield collapsed over the last two days to an extent only seen around historical events. Yale University’s endowment has earned spectacular returns in hedge funds, private equity and other ”alternative assets.” The unemployment rate went from 2.8% Bloomberg ) • Yale Invests This Way. Should You?

Banking 259

Banking Assets Media Investments 259

Mish Talk

NOVEMBER 8, 2022

The pact marks a victory for Binance founder Changpeng Zhao and a humbling comedown for Sam Bankman-Fried, the founder of FTX, which had been growing in size and recognition before a clash between the two men set off a series of events that shook investor confidence in his firm. It was all over in a matter of about 4 hours, rally to bottom.

Valuation 247

Valuation Assets Marketing Marketing 247

Nerd's Eye View

SEPTEMBER 16, 2022

In addition to being held outdoors, the event stood out from ‘standard’ industry conferences in other ways, from the wide scope of its content to the diverse makeup of its attendees. Huntington Beach, California.

Financial Planner 246

Financial Planner Retirement Retirement Planning Numbers 246

Abnormal Returns

AUGUST 7, 2022

calculatedriskblog.com) How major asset classes performed in July 2022. Rule of thumb: Anything that is huge, profitable, famous, or influential is the result of a tail event." (esquire.com) Why everyone is miserable, even though we are not in a recession. pragcap.com) 30-year mortgage rates are well off their highs of a month ago.

Assets 162

Assets Investments Investing Marketing 162

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30. 70–90% vs. 80%).

Asset Allocation 98

Asset Allocation Assets Investments Investing 98

The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. We discuss why Woodline does not focus on Macro events, as they are market-neutral.

Portfolio Management 174

Portfolio Management Portfolio Assets Management 174

Nerd's Eye View

JULY 4, 2023

Melissa is the Founder of Pearl Planning, an independent RIA based in Dexter, Michigan, that oversees more than $175 million in assets under management for 251 client households. Welcome back to the 340th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melissa Joy.

Financial Advisor 246

Financial Advisor CFP Clients Assets 246

Abnormal Returns

MAY 16, 2024

Markets Three assets that don't diversify your portfolio as well as you think. morningstar.com) Risk-on assets have failed to outperform in 2024. ft.com) The CFTC doesn't want you betting on event contracts. allstarcharts.com) How market consensus forms. sherwood.news) Finance Berkshire Hathaway ($BRK.A)

Financial Advising 147

Financial Advising Media Assets Economy 147

The Big Picture

JULY 13, 2023

The $10 billion event-driven is a deep value-focused investor specializing in companies that need financial and operational restructuring. He is a co-investor with football legend Tom Brady in several sports assets, including a Pickleball team , Birmingham City FC in the English Football League, and an endurance auto racing team.

Portfolio Management 246

Portfolio Management Food Accounting Economy 246

The Irrelevant Investor

APRIL 16, 2024

It always feels a bit crass to talk about investing when lives are being lost, but part of what I do is help investors contextualize awful world events. Intuitively, you might think that geopolitical events would impact the market. It’s true that in general, investors tend to sell risk assets first and ask questions later.

Investments 113

Investments Investing Assets Marketing 113

The Big Picture

SEPTEMBER 5, 2024

He explains the impact of free capital, the subtle shift from value to growth, away from hard assets and towards intellectual property. billion in fee only asset flows for the full year 2013; 37% of Morgan Stanley wealth management’s total client assets are now in fee based accounts a record high. A knife fight.

Wealth Management 229

Wealth Management Assets Fee Only Media 229

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246