Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. morningstar.com) People work in retirement for any number of reasons. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. Rowe Price about non-financial considerations in retirement.

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Retirement Retirement Planning Portfolio Management Financial Advisor 275

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

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The Big Picture

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And by keeping that money cheap, they encouraged speculative movements in markets. amongst institutional traders.

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Portfolio Management Assets Economy 162

Abnormal Returns

DECEMBER 28, 2022

Personal finance Nobody knows what is going to happen in the stock market next year. awealthofcommonsense.com) Three ways to simplify your portfolio in 2023. thisisthetop.substack.com) 'What's-my-number-itis' talk can be addictive. flowfp.com) The more you know about money, the less you need to think about it.

Taxes 246

Taxes Numbers Portfolio Marketing 246

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Over the past few years, it seems as if markets have been obsessed with Federal Reserve action. How significant are rate cuts or hikes to the typical market cycle?

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Numbers Insurance Economy Marketing 288

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

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Financial Planner Financial Advisor Retirement Clients 231

Nerd's Eye View

MARCH 20, 2024

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client's life, advisors often place special emphasis on this data point when they present a financial plan.

Communication 246

Communication Clients Risk Tolerance Financial Planning 246

The Chicago Financial Planner

FEBRUARY 3, 2022

Today was an ugly day in the stock market. Today’s decline is on top of high levels of market volatility that we’ve seen so far in 2022. My thoughts on how investors should react to this type of stock market decline haven’t changed since I first wrote this post a number of years ago. Meta Platforms, Inc.

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Asset Allocation Financial Planner Marketing Marketing 190

Carson Wealth

MAY 20, 2024

Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year. April inflation data confirmed there is no need to panic about the first-quarter numbers. That means resisting the temptation to pick market tops and bottoms.

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Numbers Marketing Marketing Insurance 97

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio.

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Media Financial Advising Retail Economy 277

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. rogersplanning.blogspot.com) Strategy How market bottoms are made. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics.

Financial Advising 242

Financial Advising Portfolio Valuation Economy 242

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.' theatlantic.com) U.S.

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Financial Advising Startup Economy Portfolio 246

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. spyglass.org) This is Apple's ($AAPL) brand promise.

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Financial Advising Startup Valuation Economy 254

Nerd's Eye View

MARCH 8, 2024

Read More.

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Financial Planner Asset Allocation Clients Risk Management 246

Nerd's Eye View

JANUARY 29, 2024

One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do more – and better – work for the same number of clients while earning higher fees for the higher-value services they provide. Read More.

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Clients Planning Numbers Financial Advisor 246

Nerd's Eye View

JANUARY 4, 2023

And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. In the case of a market downturn, advisors can wait an agreed amount of time (e.g.,

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investing 242

Investing Investments Portfolio Economics 242

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Financial Planner 246

Financial Planner Retirement Planning Commission Retirement 246

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Financial Planner 246

Financial Planner Clients Numbers Assets 246

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. Market Cap ₹ 5,030.9

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Portfolio Analysis Portfolio Sales Accounting 99

Nerd's Eye View

JANUARY 20, 2023

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

Financial Planner 246

Financial Planner Financial Advice Fee Only Financial Planning 246

Nerd's Eye View

JUNE 14, 2024

Nevertheless, these findings could reflect self-selection amongst advisors, with those who don't want to grow past a certain satisfying income (happily and profitably) remaining as solos, and those seeking greater growth upside joining teams.

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 246

Startup Wealth Management Clients Portfolio 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Nerd's Eye View

MAY 8, 2024

step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. From there, an advicer can ask how the client has reacted to prior bouts of market volatility.

Clients 246

Clients Risk Tolerance Financial Planning Planning 246

Nerd's Eye View

DECEMBER 21, 2022

By distilling hundreds of pieces of information into a single number that purports to show the percentage chance that a portfolio will not be depleted over the course of a client’s life, advisors often use this data point as the centerpiece when they present a financial plan.

Financial Planning 246

Financial Planning Planning Retirement Portfolio 246

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S. market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 243

Financial Planner Financial Advice Investment Planning Retirement 243

Abnormal Returns

JULY 12, 2023

stocks are enough for your portfolio. nytimes.com) Investing Are older investors now too exposed to the stock market? genyplanning.com) An inheritance raises a number of questions, and opportunities. James Choi about how economic theory explains consumer behavior. etftrends.com) Peter Lazaroff on whether U.S.

Risk Tolerance 246

Risk Tolerance Estate Planning Retirement Planning 246

Nerd's Eye View

AUGUST 4, 2023

While the downgrade has made headlines and might be startling to advisory clients (particularly those with significant portfolio allocations to U.S. government's creditworthiness from an AAA rating to AA+.

Financial Planner 246

Financial Planner Retirement Planning Compliance Retirement 246

Nerd's Eye View

JANUARY 13, 2023

How reviewing and adjusting capital market assumptions can help advisors refine their use of Monte Carlo simulations. We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons.

Financial Planner 241

Financial Planner Retirement Planning Compliance Retirement 241

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Financial Planner Insurance Clients 246

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

The Big Picture

JANUARY 24, 2024

After-tax equity returns from your non-tax-exempt portfolios. To help us unpack all of this and what it means for your portfolio, let’s bring in Ari Rosenbaum of O’Shaughnessy Asset Management, now a division of investing giant Franklin Templeton. So we, for practical purposes, remove those from the portfolio.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Random Roger's Retirement Planning

APRIL 19, 2024

The initial reaction of markets over night was a swift, but not huge, decline in futures. I don't know what will happen but at some point the event will end and then the market will start working higher, we just don't know how long it will take. The other bit of work would be if the market actually crashed, what would I do?

Portfolio 93

Portfolio Accounting Clients Marketing 93

Nerd's Eye View

SEPTEMBER 29, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)

Financial Planner 246

Financial Planner Healthcare Investment Planning Clients 246