The Big Picture

SEPTEMBER 30, 2022

At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.

Portfolio 295

Portfolio Clients Financial Advising Marketing 295

The Big Picture

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. Concentrated portfolios are the opposite of bropad market indexes or funds and ETFs.

Portfolio 146

Portfolio Portfolio Management Management Numbers 146

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 111

Portfolio Investing Investments Assets 111

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

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 198

Management Investing Investments Wealth Management 198

Wealth Management

OCTOBER 28, 2024

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

Portfolio 111

Portfolio Investing Investments 111

Investing Caffeine

FEBRUARY 21, 2023

Slome, CFA®, CFP®, Founder of Sidoxia Capital Management, LLC, will share 10 crucial mistakes made by investors that can destroy your portfolio. Register Here To Attend Replay will also be made available and posted to Investing Caffeine. Learn how to avoid these missteps and expand your wealth.

Portfolio 111

Portfolio Investing Investments CFP 111

Random Roger's Retirement Planning

OCTOBER 19, 2024

Barron's had an article about rebalancing portfolios noting that the run in stocks was a good time to rebalance the equity allocation back down closer to target, whatever that might be and also rebalance down some of the relative winners. Over the years, I've trimmed here and there when holdings get too big relative to the portfolio.

Portfolio 96

Portfolio Taxes Clients Financial Advisor 96

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. Yes, it is all about the diversification of investments. The major purpose of diversifying investments is to reduce losses.

Portfolio 69

Portfolio Investing Investments Assets 69

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 293

Investing Investments Valuation Portfolio 293

The Big Picture

NOVEMBER 17, 2023

I think you will enjoy our conversation… Source : Episode 145: Politics and Your Portfolio DAVID L. BAHNSEN National Review, November 16, 2023 click for audio [link] The post Politics and Your Portfolio appeared first on The Big Picture.

Portfolio 130

Portfolio Management Investing Investments 130

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

FEBRUARY 20, 2024

Aaron Filbeck, who leads UniFi by CAIA, delves into how the CAIA association contributes to the education surrounding alternative investments.

Wealth Management 113

Wealth Management Investing Investments Portfolio 113

Validea

JULY 19, 2023

And yet, it might be the most important concept in investing and growing one’s wealth. Buffett and Berkshire Warren Buffett represents the epitome of long-term compounding when it comes to investing. Both investors achieve an 8% annual return on their investments. Investor B saves $1,000 a year from ages 30 to 60.

Portfolio 97

Portfolio Investing Investments Retirement 97

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?

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Trade Brains

DECEMBER 13, 2023

Best Anil Kumar Goel Portfolio Stocks : Stock markets generate wealth for anyone who is patient and knows what they are doing. To mark his success in the investing world, He is Anil Kumar Goel, who overcame adversity and perseverance, which paid off in the long run. In September 1992, he invested Rs. Who is Anil Kumar Goel?

Portfolio 59

Portfolio Investing Investments Manufacturing 59

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 122

Portfolio Assets Management Investing 122

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

International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. link] The post 4 Hurdles in Retirement Beyond Your Investment Portfolio appeared first on Carson Wealth.

Retirement 98

Retirement Portfolio Investing Investments 98

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 115

Wealth Management Asset Allocation Management Retail 115

WiserAdvisor

JANUARY 3, 2024

But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement. Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. As your investments grow over time, you will not owe any taxes when you withdraw the funds in retirement.

Retirement 52

Retirement Portfolio Investing Investments 52

Wealth Management

OCTOBER 15, 2024

The firm will now offer advisory services and customizable model portfolios for alternative investments.

Portfolio 111

Portfolio Investing Investments 111

Advisor Perspectives

SEPTEMBER 14, 2023

For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.

Portfolio 59

Portfolio Investing Investments 59

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 105

Wealth Management Asset Allocation Management Retail 105

Random Roger's Retirement Planning

OCTOBER 29, 2024

Fund provider Tidal/ETF Masters, more of a white label than an actual provider, had a fun article titled Building A Financial Independence/Retire Early Portfolio With ETFs. The article spells out several alternative strategies to build out a portfolio once you achieve FIRE. They didn't name names or talk about weightings.

Portfolio 52

Portfolio Retirement Retail Investing 52

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 103

Wealth Management Management Asset Allocation Portfolio 103

Random Roger's Retirement Planning

SEPTEMBER 11, 2024

Bespoke Investment Group Tweeted out the following. You are not directly investing in skill but playing the odds that the market will have characteristics that can be exploited by strategy action. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Investing Investments Taxes 52

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. That sort of reminds me of the Permanent Portfolio or at least inspired by the Permanent Portfolio which allocates an equal 25% to equities, long bonds, gold and cash. and PRPFX is 0.67. and PRPFX is +0.61.

Portfolio 52

Portfolio Numbers Risk Management Assets 52

Wealth Management

DECEMBER 21, 2023

Education about gold investments is key to ensuring clients have a well-balanced portfolio that can withstand economic fluctuations.

Portfolio 115

Portfolio Clients Education Economics 115

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.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

Truemind Capital

OCTOBER 11, 2024

If you seek excitement from your investment portfolio, you are doing it wrong. One of my clients recently asked “Why don’t we invest in hot themes like AI, defense, and other growth stocks? Why only value-focused portfolios?” ” I asked, “Why do you think we should invest in these hot themes?”

Investing 59

Investing Investments Valuation Portfolio 59

A Wealth of Common Sense

JULY 13, 2023

All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. A reader asks: I am a 34-year-old with a high risk tolerance.

Risk Tolerance 84

Risk Tolerance Investing Investments Portfolio 84

Ron A. Rhodes

AUGUST 9, 2023

a preliminary step in portfolio design is discerning the investment strategies that should be utilized. The choice of investment strategies, in… Before choosing specific securities (stocks, bonds, mutual funds, etc.),

Portfolio 59

Portfolio Investing Investments Fiduciary Duty 59

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Trade Brains

SEPTEMBER 17, 2023

Best Porinju Veliyath Portfolio Stocks: Investors are always on the lookout for small-cap companies which can lead to multi-bagger returns. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. In this article, we’ll read about such best Porinju Veliyath portfolio stocks. EPS ₹8 Stock P/E 196 RoE 3.2%

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109