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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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Initially I joined to help them manage their equity portfolio. With no further ado, my discussion with simplifies Mike Green.

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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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Wealth Management

MAY 6, 2024

iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.

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Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

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Advisor Perspectives

FEBRUARY 29, 2024

Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.

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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. Read more to learn about asset allocation and how it can impact your portfolio.

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Advisor Perspectives

DECEMBER 15, 2023

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

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NAIFA Advisor Today

OCTOBER 10, 2024

New NAIFA member, Alexander Flecker, CFP, CIMA , Head of Distribution at Measured Risk Portfolios , shares insights into his journey in the financial services industry and the firm's rapid growth since joining in mid-2023.

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Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

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Random Roger's Retirement Planning

OCTOBER 30, 2024

The paper itself wasn't too in depth but they did provide a little bit of a framework for portfolio construction with alts. They suggested 50% in "dynamic traditional assets" which is some combination of "risk managed" stocks and bonds. Calmar Ratios: Portfolio 1 1.05, Portfolio 2 1.17, Portfolio 3 0.53

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A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives. But we live in an irrational world — one in which experienc.

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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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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? Stock P/E 106.27

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Wealth Management

SEPTEMBER 12, 2024

The portfolio will include private equity, private credit and real assets and will be open to qualified investors.

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Advisor Perspectives

JANUARY 26, 2024

Following a period of relatively calm asset markets from 2013-2019, in which the CBOE Volatility Index (VIX) averaged just below 15, volatility in asset markets has returned 1 and investors have been looking for ways to protect themselves.

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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. As a result, this macroeconomic and market uncertainty has ostensibly driven a preference for overweighting higher-quality companies in 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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Wealth Management

NOVEMBER 14, 2024

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

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Random Roger's Retirement Planning

JUNE 27, 2024

Taylor Pearson and Jason Buck from Mutiny Funds and managers of The Cockroach Portfolio had a short podcast about sequences of returns that is worth listening to. I'm sure I project that onto client portfolios. Luck can trickle into portfolio results in a bunch of different ways. It's an interesting thought exercise.

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Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

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Wealth Management

NOVEMBER 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

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The Irrelevant Investor

MAY 14, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. The post Talk Your Book: Fidelity Digital Assets Mailbag appeared first on The Irrelevant Investor.

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Random Roger's Retirement Planning

SEPTEMBER 11, 2024

For example, trend-following that is diversified across asset classes, investing both long and short, and follows trends that may be more likely to occur when there is uncertainty will likely do better in a period of downside transition.

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Alpha Architect

JANUARY 19, 2024

Antonello Cirulli and Patrick Walker, authors of the December 2023 study “Outperforming Equal Weighting,” examined whether equally weighted portfolios could be enhanced by avoiding negative exposure to some of the most prominent factor anomalies documented in asset pricing literature.

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Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. 1] Remember, the idea behind this portfolio is to hedge stock market returns by holding bonds as well. Some think that wasn’t by accident.

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Wealth Management

APRIL 21, 2024

Denver-based Alpha Capital Family Offices tapped the veteran asset manager to lead portfolio management as part of a talent-driven growth strategy.

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Truemind Capital

FEBRUARY 8, 2024

Imagine you have invested 50% of your money in the Nifty Index Fund portfolio. And another 50% in a mutual fund portfolio with an average of 50% debt allocation and 50% in equity allocation. You would say obviously the first portfolio which has 100% equity allocation because equity performed far better than debt in the last 10 years.

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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. Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. Elizabeth Burton : Hi Barry.

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Random Roger's Retirement Planning

SEPTEMBER 24, 2024

He didn't use what I think is a great example choosing all out sitting in cash or all in in a portfolio of 30% equities, 55% bonds and 15% commodities. That allocation was referred to in the post as 'assets.' Regardless, being invested in 'assets' outperformed cash while obviously being more volatile.

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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. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

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Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

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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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Random Roger's Retirement Planning

APRIL 19, 2024

The basic summary is that they blended together a bunch of asset classes, of which only gold had negative correlation to US large cap, and that blend lagged in 2023. We work on theoretical portfolios here all the time that blend in strategies that really are negatively correlated or at least very little correlation. On to today's post.

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A Wealth of Common Sense

NOVEMBER 9, 2023

Last year was one of the worst years ever for a 60/40 portfolio of U.S. These are the 10 worst calendar year returns for a portfolio comprising the S&P 500 and 10 year Treasuries going back to 1928: By my calculations, 2022 was the third worst year for. stocks and bonds.

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Advisor Perspectives

SEPTEMBER 25, 2024

With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of other developed markets over the past decade.

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Abnormal Returns

AUGUST 21, 2023

riaintel.com) Turnqey wants to be for crypto 'what is Plaid for banking assets.' (wiredplanning.com) Michael Kitces talks with Jim Ludwick about turning prospects into clients. kitces.com) Crypto Securitize is buying Onramp. investmentnews.com) The biz Goldman Sachs ($GS) is expected to sell the former United Capital business.

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