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.

Portfolio 276

Portfolio Investing Investments Assets 276

Wealth Management

APRIL 15, 2024

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Wealth Management 269

Wealth Management Investing Investments Management 269

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 141

Taxes Portfolio Asset Allocation Assets 141

The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. It does that splendidly.”

Investing 340

Investing Investments Math Medicine 340

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. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

The Big Picture

OCTOBER 2, 2023

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. 10 Quotes That Shaped My Investment Philosophy 1. Hence, whatever your views are about the economy, markets, your portfolio, etc.,

Investing 345

Investing Investments Economy Portfolio 345

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.

Assets 292

Assets Investing Investments Portfolio 292

Wealth Management

OCTOBER 6, 2023

Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment ideas right now. "Higher-for-longer" interest rates, earnings volatility, multiple expansion.

Investing 285

Investing Investments Portfolio Clients 285

The Big Picture

APRIL 19, 2023

Check out these recent headlines about the classic 60/40 investment strategy 1 : The 60-40 Investment Strategy Is Back After Tanking Last Year BlackRock Ditches 60/40 Portfolio in New Regime of High Inflation Why a 60/40 Portfolio Is No Longer Good Enough The 60-40 portfolio is back Sorry, but all of these headlines utterly miss the point.

Portfolio 334

Portfolio Risk Tolerance Investments Investing 334

Wealth Management

MAY 20, 2024

WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives.

Wealth Management 243

Wealth Management Investing Investments Management 243

Wealth Management

OCTOBER 28, 2024

See how advisors are combining active and passive strategies for optimal portfolio results.

Portfolio 275

Portfolio Investments Investing 275

Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

Investing 98

Investing Investments Distribution Portfolio 98

Abnormal Returns

NOVEMBER 15, 2024

(podcasts.apple.com) Pierre Daillie and Adam Butler talk with Larry Swedroe about the importance of building resilient and hyper-diversified portfolios. capitalallocators.com) Shane Parrish talks with Adam Karr, President and Portfolio Manager at Orbis Investments.

Portfolio 147

Portfolio Portfolio Management Management Investing 147

Wealth Management

MARCH 11, 2025

Mount Lucas Management's COO, Senior Portfolio Manager & Managing Partner, Jerry Prior drops a ton of insight about investing in managed futures. During this very informative and fun conversation.,

Portfolio 200

Portfolio Management Portfolio Management Investing 200

A Wealth of Common Sense

DECEMBER 12, 2024

We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. The post Investing in Stoc. The least was just 9 (hello lost decade).

Investments 111

Investments Investing Financial Advice Portfolio 111

Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

Investing 261

Investing Investments Wealth Advisor Portfolio 261

Wealth Management

OCTOBER 10, 2024

The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.

Investing 272

Investing Investments Portfolio 272

Wealth Management

SEPTEMBER 18, 2023

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Investing 311

Investing Investments Portfolio Assets 311

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.

Portfolio 302

Portfolio Assets Management Investing 302

Wealth Management

FEBRUARY 15, 2024

Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.

Investing 297

Investing Investments Portfolio Clients 297

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?

Investing 296

Investing Investments Valuation Portfolio 296

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 246

Government Asset Allocation Wealth Management Assets 246

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investing 258

Investing Investments Portfolio Assets 258

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.

Wealth Management 272

Wealth Management Asset Allocation Management Retail 272

Wealth Management

AUGUST 6, 2024

Sound Income Strategies founder and CEO David Scranton discusses how income investing can help stabilize a portfolio.

Investing 279

Investing Investments Portfolio 279

Wealth Management

MAY 9, 2024

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

Investment Advisor 264

Investment Advisor Investing Investments Portfolio 264

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.

Wealth Management 258

Wealth Management Management Asset Allocation Portfolio 258

Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

Investing 278

Investing Investments Portfolio Management Portfolio 278

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 246

Financial Planner Certification CFP Education 246

Wealth Management

OCTOBER 3, 2023

Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.

Investing 289

Investing Investments Financial Advisor Portfolio 289

Wealth Management

JANUARY 14, 2025

Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. These are among the investment must reads we found this week for wealth advisors. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com.

Wealth Advisor 256

Wealth Advisor Investing Investments Portfolio 256

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking 345

Banking Planning Economics Investing 345

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.

Wealth Management 261

Wealth Management Asset Allocation Management Retail 261

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Wealth Management

MAY 15, 2024

Often the most accessible investment choices deliver the best returns, according to portfolio managers.

Portfolio 294

Portfolio Management Portfolio Management Investing 294

Abnormal Returns

DECEMBER 1, 2023

ritholtz.com) Andrew Stotz talks with Larry Swedroe why a great company does not always make a great investment. myworstinvestmentever.com) Justin Carboneau and Jack Forehand talk with Joel Tillinghast the long-tenured portfolio manager of the Fidelity Low-Priced Stock Fund.

Investing 263

Investing Investments Portfolio Management Management 263

Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

Portfolio 237

Portfolio Investments Investing Economics 237