Advisor Perspectives

JANUARY 2, 2024

Here’s a look at some of the biggest winners and losers in 2023, plus a few investments that sat somewhere in the middle.

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Abnormal Returns

DECEMBER 1, 2023

washingtonpost.com) Lists The best podcasts of 2023 including “The Big Dig.” newyorker.com) The top podcasts of 2023 via Apple Podcasts, including the Huberman Lab. apple.com) The top podcasts of 2023 via Spotify, including the Joe Rogan Experience. (sixcolors.com) Substack is adding video creation tools.

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Investing Investments Portfolio Management Management 217

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?

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Numbers Investing Investments Management 314

The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

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Management Investing Investments Financial Market 291

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.

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Economy Economics Portfolio Media 318

The Big Picture

MARCH 16, 2023

That investment decision ran head-on into the buzzsaw of unprecedented rate increases by the Federal Reserve. Therein lay a massive difference between 2008 and 2023. ~~~ Market turmoil to is often chalked up to fear and emotion, and with good reason. In the meantime, 2023 is not the GFC – it is its own thing entirely.

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Banking Accounting Insurance Management 335

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.

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Investing Investments Financial Advising Media 218

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

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.

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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 228

Communication Portfolio Management Clients Tax Planning 228

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.

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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.

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Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 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!

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Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 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!

Compliance 215

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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 140

Investing Investments Financial Market Portfolio 140

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

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.

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Investing Investments Financial Advising Startup 199

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.

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The Big Picture

SEPTEMBER 14, 2023

For all the WuTang fans: Spectacular California Sunset The post Future Proof 2023: That’s a Wrap! If you have any sort of FOMO now is the chance for you to save the date for next year and make sure you get your butt out there: Future Proof 2024 will be September 15-18 th , 2024 See you there next year!

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Wealth Management Risk Management Management Taxes 140

Cornerstone Financial Advisory

DECEMBER 26, 2023

Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 22, 2023 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. stock market.

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Taxes Investment Advisor Sales Investing 96

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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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.

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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.

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Investing Investments Pharmaceutical Retail 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.

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Investing Investments Wealth Advisor 86

Cornerstone Financial Advisory

DECEMBER 18, 2023

Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 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. Jobless Claims.

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Marketing Marketing Taxes Economics 92

Financial Symmetry

FEBRUARY 1, 2024

Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs … Continued The post Market Update Q4 2023 appeared first on Financial Symmetry, Inc.

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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.

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Investing Investments Assets Management 60

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 Economy 59

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.

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Investing Investments Engineering Budgeting 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 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, November 2, 2023.

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Marketing Marketing Taxes Investment Advisor 98

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 88

Investing Investments Portfolio Advertising 88

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. When sold, investments may be worth more or less than their original cost.

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Marketing Marketing Economics Taxes 96

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 127

The Irrelevant Investor

JANUARY 2, 2023

Needless to say, but I have to say it anyway, nothing in this list is investment advice. The post 10 Predictions For 2023 appeared first on The Irrelevant Investor. That’s all I’m trying to do with this post. Entertain and educate. I’m not doing anything with my portfolio based on t.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. The return and principal value of investments will fluctuate as market conditions change. FOMC Minutes.

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Marketing Marketing Taxes Economics 90

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.

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Investing Investments Marketing Marketing 96

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

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Marketing Marketing Taxes Economics 83