Abnormal Returns

FEBRUARY 23, 2024

morningstar.com) Was employment growth in 2023 lower than initially thought? (bloomberg.com) KKR ($KKR) is getting out of the music rights business. ft.com) Will Berkshire Hathaway ($BRK.A) ever pay a dividend? newsletter.rationalwalk.com) Economy How to parse a CPI report. abnormalreturns.com) What you missed in our Thursday linkfest.

Investing 217

Investing Investments Financial Advising Media 217

The Big Picture

DECEMBER 18, 2023

You can order one at Investments Illustrated The post 2023: The Big Picture appeared first on The Big Picture. Love this giant chart!

Investing 269

Investing Investments Marketing Marketing 269

The Big Picture

FEBRUARY 24, 2023

” AQR’s Cliff Asness on 60/40 Strategy, Market Risks Source: Bloomberg , February 23, 2023 The post Asness on Value Investing & Humility appeared first on The Big Picture.

Investing 141

Investing Investments Financial Market Portfolio 141

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.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Abnormal Returns

AUGUST 18, 2023

financial-planning.com) Economy Forecasters keep boosting 2023 growth estimates. (economist.com) China is becoming Japan, demographically. ft.com) On the struggles that Ukrainian refugees have had trying to make ends meet in new countries. axios.com) How higher interest rates are going to affect the economy.

Investing 200

Investing Investments Financial Advising Startup 200

The Reformed Broker

FEBRUARY 7, 2023

.” – George Soros, 2009 I’ve spent 25 years watching, trading and investing in the stock market. The post The AI Bubble of 2023 appeared first on The Reformed Broker. The repetition of patterns is amazing. The crowd gets swept away on a wave of mad.

Investing 363

Investing Investments Marketing Marketing 363

Wealth Management

FEBRUARY 20, 2024

Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth advisors. Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space.

Investing 92

Investing Investments Wealth Advisor 92

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. Michael Kitces expects it to be the Best Conference Experience for 2023 , and we agree! Last year, we hosted the first Future Proof conference , and it was.

Wealth Management 306

Wealth Management Financial Planning Clients Planning 306

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.

Investing 92

Investing Investments Wealth Advisor Portfolio 92

Validea

JANUARY 1, 2024

2023 was a very interesting year in markets. Now that 2023 has come to a close, we wanted to take a look back and share the biggest lessons we learned from the year. Audio Platforms Watch on YouTube The post Nine Investing and Life Lessons From 2023 appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments Economy Marketing 52

Wealth Management

JANUARY 9, 2024

Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports Bloomberg Businessweek.

Investing 90

Investing Investments Wealth Advisor 90

Advisor Perspectives

DECEMBER 21, 2023

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.

Investing 99

Investing Investments Planning Management 99

The Big Picture

JUNE 30, 2023

A quick note as the first half of 2023 draws to a close, shocking the locals with its intensity. 1 As of this moment, the indices stand appreciably higher than where they were on January 1, 2023: The NASDAQ 100 is up >38%, the S&P 500 is up ~15.5%, and the Russell 2000 small cap index is up almost 7%. What were their sources?

Numbers 317

Numbers Investing Investments Management 317

Random Roger's Retirement Planning

MARCH 21, 2024

I said it sort of tracked Bitcoin other than a very large payout at the end of 2023. for 2023 which might be a big tax bite depending on the end user but add that back in and MAXI is arguably a Bitcoin proxy with yield. I've mentioned MAXI before. BITO is the ProShares Bitcoin Strategy ETF. MAXI pays $0.15 It paid $4.18

Investing 90

Investing Investments Portfolio Advertising 90

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.

Investing 98

Investing Investments Assets Clients 98

Wealth Management

JANUARY 23, 2024

Private equity fundraising hit a six-year low in 2023, according to Preqin data. These are among the investment must reads we found this week for wealth advisors. Nasdaq looked at why Bitcoin prices have dropped since the SEC approved spot Bitcoin ETFs.

Investing 87

Investing Investments Wealth Advisor 87

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.

Investing 105

Investing Investments Portfolio Assets 105

Wealth Management

DECEMBER 23, 2022

Zephyr Market Strategist Ryan Nauman highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year.

Investing 84

Investing Investments Portfolio Marketing 84

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.

Investing 130

Investing Investments Asset Allocation Marketing 130

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. In the Union Budget 2023-24, ₹5,93,537.64 As of March 31, 2023, the company’s order book value is ₹81,784 crore.

Investing 105

Investing Investments Engineering Budgeting 105

Trade Brains

APRIL 1, 2023

Best Sectors for Long-term Investment in India: When you are investing in stocks for the long term, the first critical factor to check is the lifespan of the products/services offered by that company. Further, if you want to make good profits from stocks in the long term, then make sure that you are investing in the growing sectors.

Investing 98

Investing Investments Pharmaceutical Retail 98

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. What a strange year we had in 2023. We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.

Investing 96

Investing Investments Marketing Marketing 96

The Irrelevant Investor

FEBRUARY 6, 2024

Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on the best-performing ETFs of 2023 See here to register for the Future Proof Retreat in March! The post Animal Spirits: The Holy Grail of Investing appeared first on The Irrelevant Investor.

Investing 80

Investing Investments Economics 80

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

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. He is the wealthiest person in Asia and the 13th richest person in the world as of August 2023, with an estimated net worth of $91.2

Startup 103

Startup Investing Investments Retail 103

Validea

FEBRUARY 3, 2023

In an interview with Forbes , billionaire Leon Cooperman shared some of his wisdom about investing as well as his stock picks for 2023. When asked about his biggest investing success, Cooperman pointed to his investment in Teledyne, which he first bought a stake in in 1968 and held onto for 25 years.

Investing 59

Investing Investments Portfolio Taxes 59

The Big Picture

JANUARY 3, 2023

Welcome to 2023! Let’s jump into the new year with some fresh observations, some of which are quite surprising: • Astronomical Measures of Time Are Unrelated to Investing : 2023 – a new year! Might 2023 be a fourth major March bottom? Have a great 2023 – embrace risk, but avoid unforced errors.

Economy 321

Economy Economics Portfolio Media 321

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 We hosted the first Future Proof conference last year, and it was quite delightful (see all of the reviews here ). I think for RIAs, it is the most important conference event of the year, as do others ( Best Conference Experience for 2023 ). Its only 4 months away! the curve.

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

Meb Faber Research

FEBRUARY 2, 2024

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. 2023 was the biggest year ever for bank failures. Ben also sits on the board for several banks. Recorded: 1/10/2024 | Run-Time: 1:03:42 Summary: It’s been a wild ride lately for the banks.

Banking 69

Banking Investing Investments Marketing 69

Meb Faber Research

DECEMBER 14, 2022

Episode #459: Louis-Vincent Gave, Gavekal – Investment Themes for 2023 Guest: Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.

Investing 58

Investing Investments Assets Management 58

Advisor Perspectives

JANUARY 29, 2024

Capital spending by US manufacturers will probably cool in 2024 after a banner year of investment in plants as still-elevated borrowing costs and demand concerns temper a lingering desire to upgrade operations.

Manufacturing 52

Manufacturing Investing Investments 52

Trade Brains

FEBRUARY 6, 2023

How to Start Investing : Hello, folks! We’re already more than a month into 2023. Maybe you wanted to know how to start investing in 2023. Maybe you wanted to know how to start investing in 2023. In addition, they should invest only those funds that are available after meeting their basic needs.

Investing 52

Investing Investments Management Banking 52

Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. Take 2022 and 2023 as an example. Even Wall Street strategists were forecasting muted returns for stocks in 2023. 19% if fully invested throughout the year).

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Graham’s Life and Career Graham’s early experiences seem to have played a key role in shaping his famously conservative investment philosophy. “Once the Graham-Newman Co.

Investing 52

Investing Investments Valuation Manufacturing 52

Advisor Perspectives

MAY 9, 2024

Are the Next Top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?

Investing 94

Investing Investments 94

Validea

JANUARY 27, 2023

Value investing is poised for a comeback this year, as the Fed plans to raise interest rates further in its effort to cool inflation, contends an article in Yahoo! That shift could bring about renewed attention to company fundamentals and value investing, Luke Templeman of Deutsche Bank wrote in a note last year.

Investing 52

Investing Investments Banking Portfolio 52