Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. abnormalreturns.com) Adviser links: eschewing certainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs.

Financial Advising 278

Financial Advising Retail Media Economy 278

Abnormal Returns

DECEMBER 23, 2024

thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. financial-planning.com) How to reduce bias in your hiring process. financial-planning.com) How to reduce bias in your hiring process. wsj.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

Abnormal Returns

APRIL 12, 2024

Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio. abnormalreturns.com) Some interesting developments in the financial media space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) How indexing came to dominate the investment business.

Food 278

Food Financial Advising Media Economy 278

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro?

Assets 278

Assets Financial Advising Media Economy 278

Abnormal Returns

OCTOBER 22, 2024

awealthofcommonsense.com) On the importance of portfolio rebalancing. abnormalreturns.com) Adviser links: time and space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why we diversify. whitecoatinvestor.com) Crypto Stablecoins are emerging as the killer use case.

Financial Advising 277

Financial Advising Startup Media Portfolio 277

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't. Then check out our weekly e-mail newsletter.

Financial Advising 262

Financial Advising Economics Media Government 262

Abnormal Returns

NOVEMBER 10, 2023

Strategy The 40 of the 60/40 portfolio is finally earning people something. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) There's still no sign of a turn in the trend favoring U.S. vs. international equities. allstarcharts.com) The case for bonds.

Financial Advising 278

Financial Advising Manufacturing Media Portfolio 278

Abnormal Returns

MARCH 25, 2024

finance.yahoo.com) Which bonds prove as the best portfolio diversifier? institutionalinvestor.com) The Financial Times has a new generative AI chatbot called Ask FT. apolloacademy.com) Earlier on Abnormal Returns Adviser links: better Medicare coverage. (wsj.com) The yield curve has been inverted for a record amount of time.

Financial Advising 270

Financial Advising Media Portfolio Management 270

Abnormal Returns

AUGUST 30, 2023

bestinterest.blog) Six personal finance mistakes including 'Constructing an unwieldy portfolio.' humbledollar.com) Comparing ChatGPT against a human financial adviser. (wapo.st) Planning A lot of personal finance questions come down to 'it depends.'

Financial Advising 263

Financial Advising Retirement Insurance Banking 263

Abnormal Returns

SEPTEMBER 12, 2024

etf.com) Blackrock ($BLK) is teaming with Partners Group ($PGHN) to build model portfolios with private assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Economy Hiring has slowed. nytimes.com) 25 or 50? Probably 25. Maybe AI can help.

Financial Advising 278

Financial Advising Startup Manufacturing Media 278

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? abnormalreturns.com) Adviser links: true wisdom. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Diversification We are in a 'bear market for diversification.' Then check out our weekly e-mail newsletter.

Financial Advising 266

Financial Advising Retail Healthcare Economy 266

Abnormal Returns

MARCH 4, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? lefsetz.com) The financialization of art is really complicated. ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%. Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Media Economy Portfolio 264

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Valuation 278

Valuation Financial Advising Startup Media 278

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. abnormalreturns.com) Adviser links: motivational interviewing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) For alternatives, Is illiquidity a feature or a bug?

Financial Advising 264

Financial Advising Economy Media Economics 264

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why it's a great time to be an investor. ritholtz.com) Companies How Canada's Constellation Software invested its way to tremendous success.

Financial Advising 263

Financial Advising Media Economy Portfolio 263

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) What do sell-side analysts actually do? capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business.

Financial Advising 244

Financial Advising Startup Valuation Economy 244

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Allan Sloan, "Don’t fall in love with your money fund."

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

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. rogersplanning.blogspot.com) Strategy How market bottoms are made.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

Abnormal Returns

JULY 24, 2024

whitecoatinvestor.com) How simple is too simple when it comes to a portfolio? humbledollar.com) Personal finance Financial plans are made to be broken. morningstar.com) How to find a good financial adviser. (bnnbloomberg.ca) Investing How much equity risk can you really take? signaturefd-3437664.hs-sites.com)

Retirement 276

Retirement Financial Advising Financial Planning Portfolio 276

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. 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. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.

Math 264

Math Financial Advising Advertising Distribution 264

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: tuning out the noise. (nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto.

Media 276

Media Financial Advising Retail Economy 276

Abnormal Returns

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected.

Financial Advising 278

Financial Advising Portfolio Management Media Economics 278

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Concentration How worried should you be by an increasingly concentrated stock market? wsj.com) Bonds vs. bond funds: funds are fine for most investors.

Financial Advising 277

Financial Advising Startup Media Communication 277

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. 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. mrzepczynski.blogspot.com) There's no insurance without reinsurance.

Financial Advising 245

Financial Advising Insurance Media Retirement 245

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Sometimes your best trade is a loss. blog.validea.com) Companies Apple ($AAPL) is shifting more production out of China.

Financial Advising 236

Financial Advising Startup Media Economy 236

Abnormal Returns

AUGUST 21, 2023

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? (ft.com) Americans are driving more, but still below pre-pandemic levels. abnormalreturns.com) What you missed in our Sunday linkfest.

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

Abnormal Returns

MARCH 22, 2023

capitalallocators.com) Crypto Does your portfolio have more crypto exposure than you think? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bond market volatility is at GFC-type levels. axios.com) Chasing 'smooth returns' is a fool's errand.

Financial Advising 244

Financial Advising Banking Media Portfolio 244

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Avoiding big errors plays a big role in investment success.

Financial Advising 245

Financial Advising Startup Portfolio Media 245

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall?

Financial Advising 284

Financial Advising Economics Economy Manufacturing 284

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 246

Financial Advising Startup Economy Portfolio 246

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five real investing lessons from Warren Buffett's career. ritholtz.com) Is gold worth the headache? savantwealth.com) Know what you own.

Financial Advising 242

Financial Advising Startup Banking Media 242

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. Then check out our weekly e-mail newsletter.

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. shareholder letter.

Financial Advising 243

Financial Advising Retail Media Sales 243

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising 289

Financial Advising Taxes Manufacturing Media 289

Abnormal Returns

AUGUST 22, 2023

abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 246

Financial Advising Valuation Retail Media 246

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (semafor.com) Money moves so quickly making it hard to combat a bank run. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Startup Banking Manufacturing 246