The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

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Random Roger's Retirement Planning

FEBRUARY 11, 2025

Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?

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Portfolio Retail Taxes Clients 52

Nerd's Eye View

DECEMBER 7, 2022

The Marketing Rule also requires performance results to be presented consistently over 1-, 5-, and 10-year time periods (or the time period the portfolio has existed, if shorter than a particular prescribed period) preventing advisers from cherry-picking time periods that would make their returns appear more favorable.

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The Big Picture

NOVEMBER 15, 2023

Following the presentation I gave on navigating financial disasters , I spoke with Jeff Hirsch of Stock Traders Almanac ( video here ). The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios.

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The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Entrusting their capital to someone else who loses it for them; 3.

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Abnormal Returns

OCTOBER 10, 2023

libertystreeteconomics.newyorkfed.org) Portfolio managers Why portfolio managers get fired. morningstar.com) The case for international value stocks at present. morningstar.com) The case for overlaying managed futures to an equity portfolio. alphaarchitect.com) How war discourse affects stock market returns.

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Portfolio Management Startup Portfolio Management 264

Nerd's Eye View

MARCH 26, 2025

In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment. Rather, it's about constructing a portfolio that aligns with a client's long-term goals. Read More.

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Calculated Risk

MARCH 11, 2025

trillion) Agency MBS portfolio with an estimate weighted average life of 8 - 9 years to just slowly roll off adds even more to this private-sector maturity transformation. The scenarios presented corresponded to different trajectories of the holdings of Treasury securities in the SOMA. And by letting its still sizable ($2.2

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Assets Portfolio Accounting Marketing 165

Discipline Funds

MARCH 10, 2025

But 20 years is a long time and most of us aren’t disciplined to let our assets sit around for 20 years because we live our lives in the present. The investor who buys a 60/40 stock/bond portfolio isn’t just diversifying across assets. Of course, you can build multi-asset portfolios many different ways.

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Zajac Group

JANUARY 24, 2025

Now this begs the question If your late-stage private company presents a tender offer, whats the right move to make for your immediate and long-term financial well-being? Lets assume your company announces tomorrow that a tender offer is being presented to all employees with shares of company stock.

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Taxes Portfolio Investing Investments 52

Nerd's Eye View

OCTOBER 5, 2022

The 1%+ added value of automated tax-loss harvesting may be achievable in some ‘ideal’ cases, such as an investor who frequently contributes to their portfolio, has short-term losses to offset, and/or has many individual security holdings.

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Taxes Tax Planning Portfolio Management Advertising 246

The Big Picture

AUGUST 25, 2023

The first post-pandemic presentation I pulled together for my pal Joe Fitzgerald (we worked together in the late 2000s) was a new deck titled: Biggest Mistakes Made by UHNW Investors. below is my discussion of what the presentation will be like at the MoneyShow in Orlando on October 30.

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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%

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Portfolio Electronics Manufacturing Engineering 109

A Wealth of Common Sense

SEPTEMBER 19, 2022

Today’s Talk Your Book is presented by Fabric Risk: On today’s show, we spoke with Fabric Risk Co-Founder Rick Bookstaber about how Fabric is identifying risks for advisors.

Portfolio 101

Portfolio Portfolio Management Financial Planning Planning 101

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

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Financial Planner Wealth Management Retirement Investment Planning 238

The Big Picture

NOVEMBER 4, 2022

That presents a far less interesting scenario than its opposite: That the Fed is wrong and is undertaking a deeply misguided policy. Regardless, it’s a worthwhile exercise to wargame Fed actions, and consider what they might mean to your portfolio and/or personal finances. I don’t want to become a scold on this issue.

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Economy Economics Portfolio 352

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

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Estate Planning Financial Advisor Financial Services Clients 246

Abnormal Returns

NOVEMBER 29, 2023

economist.com) How to maintain a minimalist portfolio. awealthofcommonsense.com) Balancing the present and future is always imperfect. (awealthofcommonsense.com) How your early years as an investor influence risk taking over your lifetime. morningstar.com) Personal finance Are you focusing your efforts in the wrong place?

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Retirement Retirement Planning Budgeting Portfolio 278

Nerd's Eye View

OCTOBER 23, 2024

However, over the years, the 1% AUM fee has faced criticism from those who argue that it reduces the value of a portfolio by more than the advisor's guidance adds. Comparing expenses to what they could have been worth if saved in a portfolio can be misleading – because from that perspective, every expense seems unfavorable!

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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

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. If the portfolio balance declines due to excess distributions (e.g.,

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Retirement Distribution Retirement Planning Asset Allocation 246

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.

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Communication Clients Financial Planning Risk Tolerance 246

The Big Picture

MARCH 3, 2023

My portfolio was tiny; I had no 401k, and my wife’s 403(b), with less than a decade’s worth of contributions, was barely 5-figures. The GFC and the pandemic were global phenomena; the 2022 market was the worst since 1981 for a 60/40 portfolio. By the mid-to-late-1990s, I was switching careers from law to finance.

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Marketing Marketing Economics Portfolio 336

Nerd's Eye View

JANUARY 13, 2025

And for those who don't want to join the team full-time but would simply like to 'Nerd Out' with us for a bit and share what they do or know with their fellow advicers, remember to check out our "How To Contribute" page to see how you can engage with the Kitces platform as a guest writer, presenter, or podcast guest!

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

Trade Brains

SEPTEMBER 14, 2023

GQG’s investment team uses a thorough and unrestricted approach to equity research, building portfolios that are different from their respective benchmarks to concentrate on distinctive business aspects like revenue stream diversity and disruption risk. Adani Green presently has a portfolio of 54 operational projects across 12 Indian states.

Portfolio Analysis 111

Portfolio Analysis Portfolio Food Manufacturing 111

The Big Picture

DECEMBER 4, 2024

But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. To help us unpack all of this and what it means for your portfolio Let’s bring in Meb Faber He’s the founder and chief investment officer of Cambria. Perhaps they have some founder stock from a startup.

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Taxes Portfolio Accounting Management 130

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 Planning 246

Trade Brains

SEPTEMBER 28, 2023

Operating Profit Margin 29.633% Net Profit Margin 17.67% The company listed in January 2023 and listed in both exchanges and currently present PAN India with over 5000 locations, serving 13,000+ zip codes and over 60,000 customer outlets. Particulars Amount Particulars Amount CMP 94 Market Cap (Cr.) EPS (TTM) 5.88 Stock P/E (TTM) 16.15

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Engineering 115

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 Planning 243

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 246

Financial Planner CFP Clients Investment Planning 246

Trade Brains

NOVEMBER 11, 2023

At present the company has two subsidiaries i.e., Phoenix Industries Ltd and Phoenix Cement Ltd. Its domestic broadcast portfolio includes over 48 channels. The Company’s 41-channel international broadcast portfolio is available in over 170 countries. In this company, Vanguard Fund holds an 18.6% stake which is worth Rs.

Portfolio Analysis 105

Portfolio Analysis Portfolio Manufacturing Distribution 105

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. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Who is Vijay Kedia? He calls his investment philosophy ‘SMILE’.

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Portfolio Engineering Manufacturing Sales 97

Zoe Financial

JANUARY 28, 2025

A diversified portfolio of investments held for several years has historically proven to provide greater returns than those who try to jump in and out of the market at what they believe are the lows and highs. Facts presented have been obtained from sources believed to be reliable. Zoe Financial does not provide legal advice.

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Marketing Marketing Financial Advisor Taxes 98

The Big Picture

MARCH 28, 2024

If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era. It is humbling to admit how little we actually know — not just about the future, but also, about what we perceive at present. He helped humanity move forward.

Manufacturing 340

Manufacturing Economy Economics Marketing 340

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

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Investing Investments Risk Tolerance Asset Allocation 52

Trade Brains

OCTOBER 4, 2023

The company has a PAN India distribution present in 9.5 The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. International markets that the corporation has sold its goods to include those in North America, Europe, the Middle East, Africa, and Asia-Pacific. Stock P/E (TTM) 78.95

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Portfolio Analysis Portfolio Electronics Engineering 105

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

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