Validea

DECEMBER 21, 2022

2022 has been a challenging year for investors. Here are our five most read articles of 2022. 2022 was a year of bad news. The rapid rise and fall of ARK Investments and its flagship ARK Innovation ETF was one of the bigger stories of 2022. 5 – Revisiting the Case Against Value Investing.

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Abnormal Returns

FEBRUARY 17, 2023

marketwatch.com) Strategy Copycat investing is blind alley. billion in 2022 in the U.S.` Markets European natural gas prices are back down to Q4 2021 levels. ft.com) Zero day options are growing in popularity. rationalwalk.com) Share buybacks aren't good or bad, they just are.

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Investing Investments Financial Advising Media 201

Wealth Management

JANUARY 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire.

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Abnormal Returns

JANUARY 20, 2023

ritholtz.com) India's stock market held up well in 2022. news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. Markets What a 'breakaway momentum thrust' means for investors. wsj.com) Don't let your portfolio be driven by strategist forecasts. Those stakes are set to change hands.

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Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 2022 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!

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Commission Financial Planning Ethics Planning 227

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 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!

Financial Advisor 173

Financial Advisor Estate Planning Accounting Taxes 173

A Wealth of Common Sense

MAY 19, 2023

Each year Gallup performs a survey that asks a group of Americans what the best long-term investment is among the following options: Stocks Bonds Cash Gold Real estate These are the latest results: Real estate has been at the top of the charts for over a decade at this point but it saw a big drop from 2022 to 2023.

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Investing Investments Asset Allocation Marketing 128

Brown Advisory

NOVEMBER 10, 2023

Sustainable Small-Cap Core Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Fri, 11/10/2023 - 13:26 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing across a wide range of its equity and fixed income strategies.

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Wealth Management

DECEMBER 22, 2022

After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.

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James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Investing involves risks including possible loss of principal. GENERAL RISK DISCLOSURES.

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The Irrelevant Investor

FEBRUARY 25, 2024

On today’s show, we discuss: The yield environment prior to 2022 How asset allocation works within a multi-asset portfolio How the yield curve and inflation affect income generating portfolios Targ. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

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Asset Allocation Investing Investments Portfolio Management 75

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

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Trade Brains

SEPTEMBER 13, 2023

Mukesh Ambani Investment in Startups : Reliance Industries, the most valuable corporation in India based on market value, is being managed by Mukesh Ambani as chairman and managing director. RIL invested approximately Rs 1340 crore and purchased a 73% stake in 2018. stake in the business. stake in the business.

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all. While we absolutely nailed being bullish on the U.S.

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Investing Investments Portfolio Assets 105

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand.

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Investing Investments Insurance Ethics 52

Brown Advisory

AUGUST 3, 2023

Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Thu, 08/03/2023 - 09:16 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

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Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. We are long-term investors with our capital invested alongside yours.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye. In addition, the investment in the U.S.

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Wealth Management

NOVEMBER 1, 2022

Which markets saw the highest office investment volumes in the first three quarters of the year?

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Wealth Management

APRIL 17, 2023

Driven by private equity activity, entity-level transactions accounted for more than half of investment sales volume in the data center space in 2022.

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Investing Investments Accounting Sales 106

Abnormal Returns

DECEMBER 14, 2022

thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (robkhenderson.substack.com) The ultra-rich are now buying their own submarines. ft.com) Who really benefits from 529 plans? nytimes.com) Planning Doug Boneparth, "Cash flow lives at the heart of financial organization."

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Investing Investments Retirement Planning Banking 195

Mullooly Asset Management

NOVEMBER 4, 2022

In this week’s podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket.

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Investing Investments Sales Marketing 93

The Big Picture

APRIL 25, 2024

Business investment grew at a 2.9% Residential investment grew at a 13.9% Some of this is that “long and variable lag” of higher rates starting to bite — but it’s not just that. As Sam Ro explains: -Personal consumption grew at a 2.5% The weakness was, in Sam’s words, a sign of “U.S.

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Economy Economics Banking Investing 207

Investment Writing

NOVEMBER 15, 2022

Here are some of the books that I enjoyed reading during 2022. I received four of these books through The Wall Street Journal ’s free book program, which I wrote about in my September 2022 e-newsletter. The post My 2022 reading appeared first on Susan Weiner Investment Writing. Dorothy Dandridge by Donald Bogle.

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Food Medicine Retirement Planning Commission 102

Wealth Management

DECEMBER 27, 2022

A strong start to 2022 marked by robust fundamentals and record levels of investment sales activity transitioned into a second half marked by uncertainty, leaving commercial real estate on unsteady footing heading into 2023.

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Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, October 27, 2022.

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Marketing Marketing Economics Taxes 85

Investment Writing

JULY 12, 2022

They’re a mix of practical tips on grammar (#1 & #2), marketing (#3), investment commentary (#4), and blogging (#5). My posts that attracted the most views during 2022’s second quarter: My five favorite reference books for writers —These books would be great additions to your library. Check out my top posts from the second quarter!

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Investing Investments Marketing Marketing 97

Advisor Perspectives

FEBRUARY 29, 2024

After a decade in the wilderness, value investing roared back to life in 2022, led by long-forsaken sectors such as energy, industrials and even certain retailers. Many portfolios had either intentionally or unintentionally migrated heavily towards “growth at any price” exposures and were caught wrong-footed that year.

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Investing Investments Retail Portfolio 52

A Wealth of Common Sense

DECEMBER 27, 2022

Early on in my investing career my boss gave me a good piece of advice I still think about to this day. ” 2022 was a good litmus test for this idea. He said something along the lines of, “It’s OK to be surprised. The world is a surprising place.

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Investing Investments Marketing Marketing 92

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

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Investing Investments Risk Tolerance Accounting 108

Trade Brains

FEBRUARY 14, 2024

Hindustan Aeronautics : In recent years, the defence stocks of India have evolved into a great investment field due to the government’s focus on increased spending and the “Make in India” initiative. The post Hindustan Aeronautics (HAL): Deep Dive into India’s Defence Investment Landscape appeared first on Trade Brains.

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Wealth Management

JULY 31, 2023

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

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Cornerstone Financial Advisory

AUGUST 1, 2022

Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 28, 2022.

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Marketing Marketing Taxes Economics 81

Advisor Perspectives

NOVEMBER 21, 2022

Believe it or not, 2022 is almost over. That means it’s time to start thinking about end-of-year tax planning strategies…

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Advisor Perspectives

DECEMBER 23, 2022

As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.

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Investing Investments Planning Management 59

Brown Advisory

APRIL 12, 2023

Large-Cap Sustainable Growth Strategy: Reporting on the impact of our investment decisions 2022 ajackson Wed, 04/12/2023 - 09:56 A Letter of Introduction From The Portfolio Managers Since launching this strategy more than 13 years ago, the demand for information on ESG, impact, and sustainability has risen dramatically.

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