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bloomberg.com) Some ETF statistics for 2023. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (platformer.news) Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems. etf.com) Economy Real wages are now above pre-pandemic levels.
rise in house prices through August 2023. abnormalreturns.com) Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (hypercritical.co) Economy Case-Shiller showed a 2.6% calculatedriskblog.com) New home prices are still under pressure.
currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? (nextbigideaclub.com) 24 charts showing the world is getting better. fullstackeconomics.com) Corporations have always been against social change.
Markets A look at major asset class returns in 2023. visualcapitalist.com) Long technology, short utilities was the trade in 2023. msn.com) Hedge funds are losing favor among financialadvisers and their clients. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets How major asset classes performed in December 2023. capitalspectator.com) 2023 was a welcome respite from 2022, market-wise. finance.yahoo.com) Finance Blackrock ($BLK) lost ETF market share in 2023. ft.com) Dallas continues to attract big financial firms. Then check out our weekly e-mail newsletter.
allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. awealthofcommonsense.com) It was hard to lose money in 2023, but here are five ways it may have happened. wsj.com) Why we should give Ukraine frozen Russian assets now. Then check out our weekly adviser-focused newsletter.
Markets Asset class returns were pretty green in 2023 except for commodities. on.spdji.com) Some of the best charts of 2023. theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet. marginalrevolution.com) ETFs ETFs largely escaped having to issue capital gains in 2023.
Markets The performance of major asset classes in November 2023. on.spdji.com) The magnificent seven stocks are having a big 2023, in part because they had a rough 2022. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.
Markets How major asset classes performed in April 2023. capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. economist.com) Earlier on Abnormal Returns Adviser links: starting small.
Markets The S&P 500 returned 2.43% in August 2023. scheplick.com) ETFs Leveraged single-stock ETF continue to attract assets and attention. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? on.spdji.com) There are too many markets at all-time highs to count.
August 2023 How major asset classes performed in August 2023. capitalspectator.com) A summary of S&P Dow Jones index returns in August 2023. bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents. awealthofcommonsense.com) U.S
September 2023 How major asset classes performed in September 2023. wsj.com) 5%+ yields make financial advice a tougher sell. wsj.com) Earlier on Abnormal Returns Adviser links: a bull market in advice. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. abnormalreturns.com) Adviser links: building your bench.
Markets Every major asset class, except commodities, is set for an up 2023. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: tuning out the noise. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest.
apolloacademy.com) ETFs Why ETFs may be a better fit for less liquid asset classes. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The New York Times ($NYT) added 300,000 paid digital subscribers in Q4 2023.
Markets How major asset classes performed in January 2023. semafor.com) JP Morgan Asset Management is buying $500 million of timberland. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? capitalspectator.com) January's market rally was kinda junky.
(morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' blog.validea.com) The questions for alternative assets: how much do you need to own to move the needle? 9to5mac.com) ESG Vanguard is leaving the Net Zero Asset Managers alliance. marketwatch.com) On the disconnect in ESG ratings.
behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Prices are now rising again.
axios.com) The S&P 500 Top 50 returned 3.97% in May 2023. on.spdji.com) How major asset classes performed in May 2023. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Markets The market's biggest stocks are having a big year.
July 2023 How major asset classes performed in July 2023. abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? capitalspectator.com) The U.S. stock market is on a five-month winning streak.
Markets What's the best asset to hold during a recession? news.crunchbase.com) Future Proof 2023 The lineup for FutureProof 2023 has been announced. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? variety.com) How fast is Starbucks ($SBUX) growing outside the U.S.?
washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? murder rate is falling in 2023, to-date. (theverge.com) AI IBM ($IBM) should be a player in AI.
(behaviouralinvestment.com) Money market mutual fund assets are surging. axios.com) VC VC funding fell sharply in Q1 2023. abnormalreturns.com) Adviser links: spreadsheet knowledge. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
Markets How major asset classes performed in December 2022. feld.com) 2023 is going to be a year or reckoning for the startup space. abnormalreturns.com) Adviser links: forced distributions. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? axios.com) U.S.
October 2023 The returns to major asset classes in October 2023. capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? bloomberg.com) Muni bond issuance has slowed to a crawl.
frontofficesports.com) Big Tech Apple's fiscal 2023 in charts, including rising services and wearables sales growth. variety.com) Fund management Why Western asset management firms are struggling in China. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
awealthofcommonsense.com) How to think about the growth in money market fund assets. bonddad.blogspot.com) 2023 GDP growth came in far better than anyone expected. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? peak in 2022. Then check out our weekly e-mail newsletter.
(rcmalternatives.com) Using asset class return forecasts is a bad way to invest. klementoninvesting.substack.com) Are commodities a broken asset class? coindesk.com) Crypto-enthusiasts are pulling assets from Binance. coindesk.com) Crypto-enthusiasts are pulling assets from Binance. vulture.com)
June 2023 How major asset classes performed in June 2023. capitalspectator.com) How factors have performed in the first half of 2023. gregor.substack.com) An energy transition comes with stranded assets. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking?
riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. unit debt-free in 2023. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation. wsj.com) Advisers How to recruit, train and retain next generation advisers.
morningstar.com) Asset location, 101. ft.com) Economy The January 2023 Case-Shiller numbers show a continued deceleration in home price gains. theirrelevantinvestor.com) Financial stresses are on the rise. abnormalreturns.com) Adviser links: hyperbole cycles. behaviouralinvestment.com) How to avoid investment complexity.
blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. wsj.com) Netflix Netflix ($NFLX) spending on content will go down in 2023 as strikes drag on. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? wsj.com) The U.S.
Markets How major asset classes performed in February 2023. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? capitalspectator.com) March has historically been a better than February for the stock market. carsongroup.com) Strategy What can we learn from how short sellers operate?
Markets The stock market sniffed out the lack of a recession in 2023. ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." abnormalreturns.com) Adviser links: the authenticity of human connection. Then check out our weekly e-mail newsletter.
Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. theirrelevantinvestor.com) Bank turmoil is now on everyone's dance card for 2023. savantwealth.com) Gathering and interpreting information has a cost.
Markets Bonds are once again a risk-off asset. axios.com) Finance Why 2023 is not a replay of 2008-09. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? thereformedbroker.com) Markets are betting the Fed is closer to a pause. axios.com) Strategy Risk is what you don't see coming.
Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential. Between 0.5% Hourly Fee Fee charged per hour of advice.
Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. Or is there a risk of default and loss?
Markets Mortgage rates are back to early 2023 levels. visualcapitalist.com) Strategy Are money market fund assets a bond substitute or stock substitute? wsj.com) Buffered ETFs keep gaining assets. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? Maybe AI can help.
arstechnica.com) SpaceX is expected to double revenue in 2023. morningstar.com) Strive Asset Management is toning down its anti-woke agenda. economist.com) Economy Industrial production fell in June 2023. abnormalreturns.com) Adviser links: something to look forward to. bloomberg.com) Are leveraged loans securities?
etf.com) Finance JP Morgan Asset Management is on roll in 2023, ETF-wise. financial-planning.com) Private equity fundraising is at a five-year low. abnormalreturns.com) Are you a financialadviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Wednesday linkfest.
While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. If you did, there are more aggressive tax loss generating investments a financialadviser can introduce, such as customizable tax-loss portfolios.
My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financialadvisers note, most people cannot afford to set aside the maximum amount. Class of 2023 Knowledge Brokers anticipate what successful investing in turbulent times will look like. trillion in client assets.
There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”
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