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A Spectacularly Underappreciated 15 Years

The Big Picture

If we wanted to cherry pick the data, we could start with the March 2009 end of the GFC, and the returns would be much higher, or date it from the pre-GFC peak in October 2007, and make the returns lower. See also Lazy Portfolios rolling returns.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. Prior to his six years with WM , Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. now Pontera).

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. It has become a challenge to keep up with new rollouts. Let’s take just this week. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. now Pontera).

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE. Given the title, I was at first worried, but her talk was fascinating.

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Negative effects of a prolonged bull market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

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Build a Resilient Investment Strategy With The All Weather Portfolio

Validea

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

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Negative effects of Bull Market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Looking closely at your portfolio allocation should be done at all times and not just when the market corrects. For the sustainable long-term progress of financial markets, corrections are healthy and useful.