Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. bloomberg.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? npr.org) Why isn't PPP fraud a bigger deal?

Financial Advising 278

Financial Advising Medical Economics Government 278

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 253

Financial Advising Startup Valuation Economy 253

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Should you care what Wall Street strategists have to say about 2024?

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? foreignaffairs.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (rationalwalk.com) On the danger of getting addicted to 'dry powder.'

Financial Advising 246

Financial Advising Government Media Economy 246

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. theatlantic.com) Why economic perceptions have been so negative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? econbrowser.com) A soft landing is becoming the base case.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. wapo.st) The economic schedule for the coming week. thecollegeinvestor.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The case for international diversification is still solid. annual meeting.

Financial Advising 241

Financial Advising Economy Banking Media 241

Abnormal Returns

JUNE 10, 2024

awealthofcommonsense.com) Why it is counterproductive to look at your portfolio too often. sherwood.news) Seasonal adjustments matter when it comes to economic data. econbrowser.com) Earlier on Abnormal Returns Adviser links: true wisdom. (wsj.com) The rest of the world does not have the Magnificent Seven.

Financial Advising 201

Financial Advising Startup Economy Insurance 201

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. unchartedterritories.tomaspueyo.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Your investment strategy needs to work in all markets.

Financial Advising 240

Financial Advising Banking Economy Insurance 240

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." awealthofcommonsense.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China.

Financial Advising 213

Financial Advising Economy Manufacturing Media 213

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 173

Financial Advising Valuation Banking Media 173

Carson Wealth

JULY 12, 2022

Most MSFS programs will contain financial planning classes within their curriculums. . Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. Specialized financial planning designations are as plentiful as stars in the sky. Someone with a Ph.D.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

FEBRUARY 16, 2023

ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Funds Tax efficiency is the secret sauce of ETFs.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

MARCH 30, 2023

tker.co) How portfolio complexity is too much? calculatedriskblog.com) Economic momentum is reaching recession levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The S&P is not a static index. ft.com) CMBS spreads are near pandemic levels.

Financial Advising 29

Financial Advising Media Banking Economy 29

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 12, 2022

wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. fastcompany.com) Economy How to model an economic recession in real-time. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Why rough edges remain in financial markets: people. Strategy Despite long term progress, the short term often makes us feel pessimistic.

Financial Advising 130

Financial Advising Economy Media Banking 130

Mauldin Economics

APRIL 14, 2021

Depp tried to blame his financial advisers. Jared Dillian is an investment strategist at Mauldin Economics, a former head of ETF trading at Lehman Brothers, and the author of The Awesome Portfolio. If you're not equal to your wealth, you'll blow it on stupid stuff and bleed it all over the place.

Financial Advising 40

Financial Advising Accounting Insurance Investing 40

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

AdvisorPR

OCTOBER 28, 2020

Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories.

Media 52

Media Financial Advisor Education Taxes 52

WiserAdvisor

APRIL 12, 2024

The law of diminishing returns, an economic theory, also suggests that after reaching an optimal level of capacity, adding more clients may lead to smaller increases in efficiency. In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

Since day one of the Global Leaders strategy, we have looked for high-quality companies with superior customer outcomes that we believe are able to pass on prices and generate high levels of recurring revenue while requiring low financial leverage. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. statnews.com) Economy Economic data doesn't move in straight lines. washingtonpost.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 241

Financial Advising Startup Banking Economy 241

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why young people are at-risk of overtrading. traderfeed.blogspot.com) Companies Amazon ($AMZN) is building out the Amazon Hub Delivery.

Financial Advising 244

Financial Advising Media Economy Economics 244

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? nytimes.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How high a VIX is too high? abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising 244

Financial Advising Taxes Media Economy 244

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?

Management 279

Management Assets Portfolio Investing 279

Abnormal Returns

OCTOBER 16, 2022

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. kyla.substack.com) Why the Fed should take abeat.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Investing 52

Investing Investments CFP Financial Advisor 52

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. theweek.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) There is a difference between picking and choosing.

Math 264

Math Financial Advising Advertising Distribution 264

Abnormal Returns

FEBRUARY 5, 2023

rationalwalk.com) The 60/40 portfolio reset in 2022. vox.com) Economy How the January NFP report lines up with other economic data. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Check out my recent appearance on The Money Show with Chuck Jaffe talking all things financial media.

Financial Advising 244

Financial Advising Media Economics Economy 244

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. As seen in Family Wealth Report.

Communication 52

Communication Clients Planning Financial Services 52