Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

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Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

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The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. I know ETFs today are the apple pie of investing. Are you crypto-curious?

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The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

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Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Yes, it is all about the diversification of investments. The major purpose of diversifying investments is to reduce losses.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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The Big Picture

JULY 3, 2024

At The Money: Changing Your Behavior For Better Investing (July 3, 2024) If you could change only one thing that would help your investing, what would it be? When it comes to investing, we are our own worst enemies. ” He manages client assets ($25m minimum) at Efficient Frontier Advisors. Your own behavior.

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The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

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Advisor Perspectives

OCTOBER 28, 2024

Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? We have to pay attention to this, and we have to understand why this is potentially a risky asset.

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Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., to generate optimal returns on their investments. However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. What is asset allocation?

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Good Financial Cents

JANUARY 16, 2023

If you’re tired of watching your stock investments drop in value and are looking for a way to diversify, you may want to consider alternative investments. Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Unique Asset Classes.

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Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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Wealth Management Asset Allocation Management Retail 95

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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Wealth Management Asset Allocation Management Retail 95

International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

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Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

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Portfolio Clients Risk Tolerance Accounting 180

Alpha Architect

JULY 19, 2024

The amortization of volatility should be of concern for private capital asset classes. In order to properly budget for beta risks, it is critical that investors in private assets understand the amount of systemic (beta) risk that will “wash” into their private portfolios.

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Nerd's Eye View

SEPTEMBER 17, 2024

Eric is a partner at East Bay Investment Solutions, a firm that provides fractional Chief Investment Officer services based in Charleston, South Carolina, that supports over $6 billion in assets under advisement across 26 advisory firms they serve.

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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%).

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Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. A Current Will Make sure your will is up-to-date, not only with your assets, but your family structure as well.

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Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

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The Big Picture

OCTOBER 28, 2023

This week, we speak with Michael Carmen , co-head of private investments at Wellington Management Co. LLP, which has more than $1 trillion in assets under management. Carmen, who manages the diversified late-stage growth equity business, previously managed institutional portfolios in the multi-cap growth style.

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Trade Brains

NOVEMBER 23, 2023

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani?

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Abnormal Returns

NOVEMBER 26, 2024

alphaarchitect.com) What happens if you leverage up a low volatility portfolio? papers.ssrn.com) Market structure Assessing the impact of passive investing on markets. apolloacademy.com) The growth in digital assets increases the risk of financial instability. newyorkfed.org) Research The 'factor zoo' is not all that wild.

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WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

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The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities.

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Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

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Clever Girl Finance

MARCH 14, 2023

Do you want to start investing , but find you're a little confused about how exactly an investment like stocks or bonds makes money? Portfolio income is the money you make from an investment account, and there are several ways to earn it. What is portfolio income? If so, you’re not alone.

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Random Roger's Retirement Planning

SEPTEMBER 11, 2024

Bespoke Investment Group Tweeted out the following. You are not directly investing in skill but playing the odds that the market will have characteristics that can be exploited by strategy action. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Abnormal Returns

APRIL 30, 2024

Factor investing Portfolio construction matters when it comes to factor investing. insights.finominal.com) Does machine learning improve on factor investing? morganstanley.com) How much do valuations matter for multi-asset investing? alphaarchitect.com) Research Managed futures returns are lumpy.

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The Big Picture

FEBRUARY 19, 2024

We can make changes to how we think about risk, what our portfolio allocations are, what information we read — everything that goes into how we invest. Most importantly, I rely on a lot of specific methodologies and thoughts about how and what we do when it comes to thinking about investment strategies. A few examples: 1.

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Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

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Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” ” I asked, “Why do you think we should invest in these hot themes?”

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