Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. wsj.com) Black Friday sales are now more annoying than ever. abnormalreturns.com) Personal finance links: a boring portfolio. Well, you should.

Media 162

Media Retail Economy Economics 162

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Abnormal Returns

AUGUST 20, 2024

Insiders Corporate insiders are playing games with how they are reporting their stock sales. papers.ssrn.com) Corporate finance How inclusion in a benchmark can affect subsequent corporate investment. mrzepczynski.blogspot.com) Why not build portfolios with semi-volatility in mind?

Sales 276

Sales Portfolio Investments Investing 276

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Abnormal Returns

AUGUST 7, 2024

(podcasts.apple.com) Peter Lazaroff talks alts with Phil Huber, author of "The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification." peterlazaroff.com) Barry Ritholtz talks with Dave Nadig about whether there is a wrong way to invest. Home sales happen. wsj.com) Life happens.

Insurance Coverage 277

Insurance Coverage Retirement Insurance Sales 277

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investments 62

Investments Investing Valuation Advertising 62

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." (kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. thinkadvisor.com)

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

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

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

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. crore on sales of Rs 922.97

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian. This is critical if the advisor will be providing on-going investment advice.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). sciencedaily.com) How tax-adjusting a portfolio works in practice.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. For most of the last century, investing was a lot more art than science.

Investments 162

Investments Investing Portfolio Valuation 162

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

Clever Girl Finance

MARCH 14, 2023

Do you want to start investing , but find you're a little confused about how exactly an investment like stocks or bonds makes money? Portfolio income is the money you make from an investment account, and there are several ways to earn it. What is portfolio income? You made $50 in capital gains on the sale.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. (morningstar.com) Alternative assets are not all that alternative.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

The Big Picture

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Accounting 353

Accounting Government Assets Management 353

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. India has multiple investors with crores of personal wealth invested in the stocks. He calls his investment philosophy ‘SMILE’. Who is Vijay Kedia? So without further ado, let us jump in.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

Trade Brains

SEPTEMBER 22, 2023

JPM) is a financial holding corporation that, through its subsidiaries, provides solutions for consumer and commercial banking, investment banking, processing financial transactions, and asset management. The Company’s primary sources of income include the sales of seeds, agrochemicals, and other products. Stock P/E (%) 16.52

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Nerd's Eye View

JUNE 21, 2023

All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics.

Ethics 244

Ethics Fiduciary Duty Compliance Clients 244

Darrow Wealth Management

MARCH 13, 2025

A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Outright Sales: Selling stock through market or limit orders. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. What is a concentrated stock position?

Management 66

Management Taxes Estate Planning Asset Allocation 66

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? msn.com) EV investment is flooding into battleground states like Georgia, Michigan, Arizona, Nevada and North Carolina. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. bloomberg.com) What the U.S. insidehook.com)

Financial Advising 246

Financial Advising Media Government Economy 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

The Big Picture

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. After-tax equity returns from your non-tax-exempt portfolios. So we, for practical purposes, remove those from the portfolio.

Taxes 246

Taxes Portfolio Wealth Management Management 246

The Big Picture

SEPTEMBER 21, 2022

Spoiler: It wasn’t luck that gave Morgan Stanley Investment Management, Carmignac, Baird, and Invesco some of the top equity portfolios. thru the company’s sale to Yahoo; angel investor Etsy + Tumblr. The Overshoot ). Were Those Great Returns the Result of Skill — or Just Luck?

Financial Advice 288

Financial Advice Engineering Economy Management 288

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes 52

Taxes Investing Investments Startup 52

Trade Brains

SEPTEMBER 28, 2023

Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 173

Asset Allocation Advertising Engineering Media 173

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Not sure if your investments are right for your situation?

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Harness Wealth

JANUARY 29, 2025

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. What is the wash-sale rule? Tax-loss harvesting is a strategy that minimizes the taxes owed on capital gains by selling underperforming investments at a loss.

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

AUGUST 30, 2023

Morningstar blames “mistimed purchases and sales;” Carl Richards calls it the “ Behavior Gap.” Your portfolio will thank you… Source : Mind the Gap: A report on investor returns in the U.S. Vanguard’s Fran Kinnery describes the cure as “ Advisors Alpha.” Give this some time over the long weekend to read.

Assets 243

Assets Investments Investing Taxes 243

Trade Brains

SEPTEMBER 26, 2023

The Company employs over 10,000 Indians across its locations and operates a leading institutional securities platform in India that provides a full range of investment banking, capital markets, equities, fixed income, commodities, and derivative products, as well as research. 77% of Investment Grade debt and ~23% High Yield Debt.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Validea

MARCH 27, 2025

Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. His wit and accessible ideas helped popularize equity investing for everyday investors.

Investments 80

Investments Investing Banking Portfolio 80

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. As you weigh what to do with money from the sale of a business, consider these key points. Are you expecting any major purchases or new business investments? Selling your business for cash?

Sales 97

Sales Taxes Estate Planning Planning 97

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner 246

Financial Planner Fee Only Commission Retirement Planning 246

Abnormal Returns

MAY 12, 2023

podcasts.apple.com) Corey Hoffstein talks with Jason Buck who is the co-founder and CIO of Mutiny Funds about designing the 'cockroach portfolio.' capitalallocators.com) Bill Brewster talks with Dave Waters of Alluvial Capital Management, LLC about his approach to investing. open.spotify.com) Barry Ritholtz talks with Julian C.

Advertising 235

Advertising Startup Wealth Management Assets 235