Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 246

Fee Only Portfolio Clients Planning 246

Wealth Management

AUGUST 1, 2022

Sales of individual assets were up in the first half of the year, according to MSCI Real Assets. But portfolio transactions are becoming less common.

Assets 230

Assets Investing Investments Sales 230

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? Stock P/E 106.27

Portfolio Analysis 99

Portfolio Analysis Portfolio Sales Accounting 99

Abnormal Returns

DECEMBER 6, 2022

(papers.ssrn.com) Research A lot of anomalies disappear once you account for the costs of short sales. papers.ssrn.com) How bad weather affects portfolio manager activity. papers.ssrn.com) Why single-factor strategies are tough to maintain. mrzepczynski.blogspot.com) How to measure, and use, 'tail betas.'

Startup 246

Startup Portfolio Management Retirement Accounting 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

Abnormal Returns

DECEMBER 23, 2024

(thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. riaintel.com) Annuity sales are booming. roberthuebscher.substack.com) The CFP Board is thinking about boosting continuing education requirements. financial-planning.com) How to reduce bias in your hiring process.

Financial Advising 147

Financial Advising Compliance CFP Retirement 147

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022.

Investing 246

Investing Investments Startup Financial Advising 246

Abnormal Returns

AUGUST 7, 2024

Home sales happen. crr.bc.edu) Personal finance Want to wreck your portfolio? (ritholtz.com) Dan Haylett talks true wealth with author Ken Honda. youtube.com) Housing What you need to know when downsizing. wsj.com) Life happens. People need to move. axios.com) Insurance What you need to know about auto insurance coverage. Add leverage.

Insurance Coverage 277

Insurance Coverage Retirement Insurance Sales 277

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

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. And by letting its still sizable ($2.2

Assets 165

Assets Portfolio Accounting Marketing 165

Abnormal Returns

FEBRUARY 12, 2024

kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement. thinkadvisor.com)

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Clever Girl Finance

MARCH 14, 2023

Portfolio income is the money you make from an investment account, and there are several ways to earn it. We’ll also go over the benefits of growing the income for your portfolio and how to deal with taxes from investments! What is portfolio income? Portfolio income is income earned from investment accounts.

Portfolio 105

Portfolio Risk Tolerance Accounting Taxes 105

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 246

Investing Investments Financial Advisor Compensation Planning 246

Trade Brains

SEPTEMBER 22, 2023

The Company’s primary sources of income include the sales of seeds, agrochemicals, and other products. Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. sells its products to the agriculture sector.

Portfolio Analysis 116

Portfolio Analysis Portfolio Healthcare Banking 116

Abnormal Returns

FEBRUARY 27, 2023

Podcasts Christine Benz and Jeff Ptak talk with Derek Tharp about retirement-spending strategies, sequence risk, and portfolio construction. investmentnews.com) Are wash-sale rules out of date? morningstar.com) Daniel Crosby talks with Rachel J. Robasciotti is the Founder and CEO of Adasina Social Capital. thinkadvisor.com)

Wealth Management 246

Wealth Management Clients Media Retirement 246

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? So without further ado, let us jump in.

Portfolio 97

Portfolio Engineering Manufacturing Sales 97

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. That would mean retail gangs steal nearly 25% of total sales in San Francisco and Oakland combined, which amounted to around $15.5 Rachel Michelin, president of the California Retailers Assn.,

Retail 353

Retail Accounting Sales Numbers 353

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? thebasispoint.com) There are two real estate agents for every home sale. cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. bloomberg.com) If mortgage rates fall, housing demand will surge.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession.

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? home-sale price declined 0.6% (wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. awealthofcommonsense.com) Index funds have two major advantages. shareholder letter.

Financial Advising 243

Financial Advising Retail Media Sales 243

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

Abnormal Returns

MAY 8, 2023

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. (standarddeviationspod.com) Frazer Rice talks with Brent Nelson about his experience with the Wealth and Law podcast.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley #4 -Aarti Pharmalabs Aarti Pharmalabs Limited primarily engages in the manufacture and sale of active pharmaceutical ingredients (APIs) and pharmaceutical intermediates in India and internationally. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis!

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (rationalwalk.com) On the danger of getting addicted to 'dry powder.' fortunesandfrictions.com) Just about everything works against good investor behavior. insidehook.com)

Financial Advising 246

Financial Advising Government Media Economy 246

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. (advisorperspectives.com) Managed futures are struggling to keep up YTD. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Abnormal Returns

JUNE 10, 2024

awealthofcommonsense.com) Why it is counterproductive to look at your portfolio too often. newsletter.abnormalreturns.com) Mixed media Costco ($COST) is a big player in auto sales. (wsj.com) The rest of the world does not have the Magnificent Seven. mrzepczynski.blogspot.com) Strategy Fixed income comes with its own set of decisions.

Financial Advising 201

Financial Advising Startup Economy Insurance 201

The Big Picture

JUNE 19, 2023

Washington Post ) • Are You Making These 5 Common Portfolio Mistakes? Problem spots in real-world portfolios—and how to fix them. Problem spots in real-world portfolios—and how to fix them. But where you live makes a huge difference, according to an analysis of home value data from Black Knight.

Portfolio 264

Portfolio Economics Sales Marketing 264

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

The Big Picture

DECEMBER 11, 2023

My back-to-work morning train WFH reads: • The Cybertruck Must Be Huge—or It Will Dig Tesla’s Grave : If Musk fulfils just 15 percent of Cybertruck preorders, it would equal the annual US truck sales of Toyota. Bloomberg ) • What Is the Future of the 60/40 Portfolio? If the polarizing EV flops, Tesla could be in big trouble.

Taxes 246

Taxes Financial Advisor Portfolio Sales 246

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. If you’re expecting a large cash windfall from a business sale, here’s how to consider what to do next.

Sales 97

Sales Taxes Estate Planning Planning 97

Calculated Risk

AUGUST 27, 2024

As an example, here is a brief excerpt from Foreclosure Sales and REO For UberNerds The following is not an exhaustive discussion of all of the issues involved in foreclosures and REO. It’s a start at unpacking some of the concepts and definitions.

Medical 182

Medical Sales Accounting Portfolio 182

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. . • Were Those Great Returns the Result of Skill — or Just Luck? He co-founded 5 companies; was President of del.icio.us

Financial Advice 288

Financial Advice Engineering Economy Management 288

Trade Brains

OCTOBER 4, 2023

The company offers its goods for sale in India and other countries. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. The Advanced Material division provides industrial products, advanced composites, textiles for the automotive industry, and clothing for human protection.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

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

Abnormal Returns

JUNE 12, 2024

fortunesandfrictions.com) How to use TIPS in your portfolio. bonddad.blogspot.com) Looking at retail sales two ways. econbrowser.com) Existing home sales are at multi-decade lows. (mrzepczynski.blogspot.com) Nothing compares to the Nasdaq Internet bubble. axios.com) CVS ($CVS) has a generics problem.

Financial Advising 147

Financial Advising Retail Sales Media 147

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? The aim is to find investments that have declined in value since purchase, making them suitable for sale. What is the wash-sale rule?

Taxes 52

Taxes Assets Sales Portfolio 52

Nerd's Eye View

MAY 3, 2024

Also in industry news this week: Large asset managers offering hybrid digital-human advice services are eating into the market share of purely human advisors, signaling that a smaller firm's ability to offer a differentiated value proposition could be a key to success in the coming years A recent study indicates that tech-forward advisory firms not (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246