Nerd's Eye View

OCTOBER 28, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

Financial Planner 246

Financial Planner Clients Valuation Management 246

Abnormal Returns

AUGUST 9, 2023

klementoninvesting.substack.com) Why are market cap weighted indices hard to beat for managers? axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. vox.com) David Rubenstein on his Bitcoin regrets.

Financial Advising 238

Financial Advising Economy Valuation Consulting 238

The Big Picture

AUGUST 31, 2023

Nvidia is not the first giant tech company to trade at a rich valuation. The Hostile Takeover of Blue Cities by Red States : GOP legislatures are increasingly imposing their economic and cultural priorities on left-leaning municipalities like Nashville. Now, for the first time, its cultural relevance is in question. (

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

The Big Picture

JUNE 28, 2024

This week, we speak with Eva Shang , co-founder, general partner, and chief executive officer of Legalist , an institutional alternative asset management firm. She leads the company’s 35-person team of engineers, attorneys, and analysts, and is a member of the firm’s valuation and investment committees.

Engineering 182

Engineering Valuation Government Accounting 182

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. ” A Secular Bull Market is an extended period of time (10-20 years) driven by broad economic shifts that create an environment conducive to increasing corporate revenue and earnings.

Economics 299

Economics Marketing Marketing Portfolio 299

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investing 78

Investing Investments Valuation Advertising 78

Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. My guest on today's podcast is Eric Roberge.

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Validea

FEBRUARY 22, 2025

Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes. In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024.

Valuation 52

Valuation Economics Portfolio Investing 52

A Wealth of Common Sense

SEPTEMBER 19, 2023

Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. There are a lot of factors that drive the performance of financial markets over time. Plus you have to consider demographics, productivity and innovation.

Accounting 129

Accounting Retirement Marketing Marketing 129

The Big Picture

AUGUST 16, 2022

?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. He is the chairman and founder of Graham Capital Management, which runs $18 billion and has amassed quite a track record. He used to work with John Henry, currently the owner of the Boston Red Sox, and another successful hedge fund manager.

Management 305

Management Assets Risk Management Marketing 305

Validea

NOVEMBER 9, 2024

Unlike many with similar dreams, Zweig followed through with intense dedication – studying economics at Wharton, earning an MBA from the University of Miami, and completing a Ph.D. This early research sparked his broader investigation into using various market and economic indicators to forecast market movements.

Investing 52

Investing Investments Sales Valuation 52

Abnormal Returns

JULY 20, 2023

Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. hollywoodreporter.com) Fund management Does the rise of the 'Big 7' break the logic behind indexing? wsj.com) The U.S.

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

JANUARY 18, 2023

(washingtonpost.com) Finance Morgan Stanley ($MS) is besting Goldman Sachs ($GS) when it comes to wealth management. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Validea

NOVEMBER 9, 2024

When investment managers post strong returns over one, three, or even five-year periods, they often see significant inflows of capital. This is where systematic, quantitative approaches often hold an advantage over discretionary management – they can more reliably maintain consistent execution over time.

Investing 52

Investing Investments Media Portfolio Management 52

Carson Wealth

MAY 23, 2024

Individual Trustee As you can see, serving as a trustee is a serious and potentially time-consuming obligation.

Estate Planning 116

Estate Planning Planning Distribution Valuation 116

The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. An aging population that values its free time set the stage for economic stagnation. But its success is hard to replicate. (

Valuation 130

Valuation Economics Assets Clients 130

Diamond Consultants

DECEMBER 16, 2024

By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. And how can advisors solve the dual mandate of allowing the Gen 2 advisor to inherit in a timely fashion while also making the retiring advisor economically whole?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. investmentnews.com) Advisers What is happening with RIA valuations? riabiz.com) DFA is a case study in being slow to recognize industry shifts.

Financial Planning 130

Financial Planning Valuation Consulting Retirement 130

Cornerstone Financial Advisory

NOVEMBER 25, 2024

7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. Indexes do not incur management fees, costs, and expenses. New Home Sales. FOMC Minutes. Durable Goods. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. This Week: Companies Reporting Earnings Monday: Waste Management, Inc. (WM)

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Indexes do not incur management fees, costs, and expenses. Retail Sales. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

AUGUST 19, 2024

Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management. Next, the founder and their successor(s) can work together to create a structured process to guide the operational transition between Generation 1 (G1) and Generation 2 (G2).

Planning 130

Planning Risk Tolerance Clients Communication 130

Discipline Funds

JULY 5, 2024

In my Defined Duration model the Countercyclical Index manages risk around a 10 year time horizon or the approximate average duration of a global stock/bond portfolio. 2-5 years: manage liquidity for principal stability with modest growth and match these instruments to short and intermediate bonds. 15+ years: Pure growth.

Portfolio 105

Portfolio Economics Management Economy 105

Trade Brains

OCTOBER 24, 2024

Several global and domestic factors have contributed to this downturn, including geopolitical tensions, regulatory changes, market valuations, and economic concerns. China’s Economic Stimulus: A Cause for Concern China’s efforts to stimulate its slowing economy have also impacted global markets, including India.

Valuation 97

Valuation Economy Economics Investing 97

Cornerstone Financial Advisory

NOVEMBER 18, 2024

For the past couple of years, inflation has been the focus of the Fed’s efforts to manage rising prices by tightening the money supply. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. Indexes do not incur management fees, costs, and expenses.

Marketing 52

Marketing Marketing Economics Taxes 52

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. Indexes do not incur management fees, costs, and expenses.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

JUNE 29, 2023

My morning train WFH reads: • Gold Is No Longer a Good Hedge Against Bad Times : The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. Bloomberg ) • AI’s Winners, Losers and Wannabes : An NVIDIA Valuation, with the AI Boost! Slate ) • St.

Recruitment 130

Recruitment Transportation Valuation Consulting 130

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Tuesday: Consumer Confidence.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. Indexes do not incur management fees, costs, and expenses. Tuesday: Durable Goods. New Home Sales. Fed Balance Sheet.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

SEPTEMBER 3, 2024

They are a publicly traded investment manager, stocks symbol DHIL, that have been public since day one since 2016. All of their portfolio managers not only are substantial investors in each of their funds, but they do a disclosure year that shows each manager by name and how much money they have invested in their own fund.

Investing 147

Investing Investments Management Valuation 147

Validea

OCTOBER 19, 2022

Joel Greenblatt, former hedge fund manager, popular value investor and author described Graham’s Mr. Market concept like this: “One of the greatest stock market writers and thinkers, Benjamin Graham, put it this way. Carbonneau is VP at Validea & Partner at Validea Capital Management. Source: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Discipline Funds

MARCH 10, 2023

What I mean by that is that we’re currently navigating the economic bust portion of the cycle where inflation is a falling risk and credit deflation risk arises, in large part, because the Fed has reacted so quickly to bring inflation in. But to understand the bust you really need to understand the boom.

Risk Management 145

Risk Management Banking Economy Valuation 145

The Big Picture

MARCH 20, 2024

Full transcript below. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 162

Investing Investments Portfolio Valuation 162