Abnormal Returns

OCTOBER 14, 2024

optimisticallie.com) It's hard to find a losing asset class this year. spyglass.org) Fund management Blackrock ($BLK) now has some $450 billion alternative assets under management. mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson. fastcompany.com)

Financial Advising

Abnormal Returns

JANUARY 2, 2024

Markets How major asset classes performed in December 2023. albertbridgecapital.com) Strategy 10 predictions for 2024 including 'The economy overheats.' theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. theirrelevantinvestor.com) Don't get caught sitting in cash in 2024. scheplick.com)

Financial Advising

Abnormal Returns

JULY 1, 2024

Markets How major asset classes performed in June 2024. capitalspectator.com) Large caps trounced mid and small-caps in June 2024. on.spdji.com) Momentum leads the factor race in 2024 YTD. blockworks.co) Earlier on Abnormal Returns Adviser links: phased retirements. Then check out our weekly e-mail newsletter.

Financial Advising

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement

Abnormal Returns

JANUARY 5, 2024

Markets A look at major asset class returns in 2023. msn.com) Hedge funds are losing favor among financial advisers and their clients. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

JUNE 3, 2024

Markets A review of major asset class performance in May 2024. bloomberg.com) Ed Slott talks about his book "The Retirement Savings Bomb Ticks Louder." (aei.org) Earlier on Abnormal Returns Adviser links: restoring confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

MAY 1, 2024

April 2024 The S&P 500 lost 4.08% in April 2024. on.spdji.com) How major asset classes performed in April 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) Hedge funds are overexposed to momentum. ft.com) Strategy Catalysts matter.

Marketing

Abnormal Returns

MARCH 5, 2024

investmenttalk.co) Crypto Spot Bitcoin ETFs are raking in the assets. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

MARCH 1, 2024

February 2024 A look at asset class performance for February 2024. washingtonpost.com) Economy Ten reasons why the Fed won't cut in 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? allstarcharts.com) Small cap stocks are still down on the year.

Financial Advising

Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

AUGUST 1, 2024

July 2024 How major asset classes performed in July 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) The S&P SmallCap 600 was up 10.8% on.spdji.com) Rates The 10-year Treasury has dipped below 4.0% for the first time in awhile.

Financial Advising

Abnormal Returns

JULY 28, 2024

apolloacademy.com) Finance How cold-storage operator Lineage ($LINE) became the biggest IPO of 2024 so far. ft.com) Fund management Does your alternatives fund charge fees on gross or net assets? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

License

Abnormal Returns

FEBRUARY 6, 2024

spyglass.org) Weight loss drugs Eli Lilly ($LLY) says they will be capacity constrained through 2024. institutionalinvestor.com) Brookfield Asset Management ($BAM) keeps raising new infrastructure funds. abnormalreturns.com) Adviser links: the curse of knowledge. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising

Abnormal Returns

APRIL 5, 2024

economist.com) Finance Leveraged loan market volume boomed in Q1 2024. morningstar.com) Buffered ETFs are continuing to gain assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (rogersplanning.blogspot.com) FTX Behind the scenes, former FTX customers are struggling.

Financial Advising

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Saturday linkfest.

Asset Allocation

Abnormal Returns

OCTOBER 1, 2024

September 2024 The S&P 500 was up 2.14% in September 2024. on.spdji.com) How major asset classes performed in September 2024. axios.com) Q3 asset class returns, visualized. abnormalreturns.com) Adviser links: AI-assisted financial advice. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

APRIL 17, 2024

capitalspectator.com) The stock market was not counting on higher yields in 2024. on.ft.com) Finance Citadel is backing Hidden Road which provides prime-brokerage services for a variety of markets, including FX, precious metals and digital assets. Rates The Treasury market is buying into a 'higher for longer' scenario.

Financial Advising

Abnormal Returns

MAY 16, 2024

Markets Three assets that don't diversify your portfolio as well as you think. morningstar.com) Risk-on assets have failed to outperform in 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? allstarcharts.com) How market consensus forms.

Financial Advising

Abnormal Returns

SEPTEMBER 3, 2024

Markets How major asset classes performed in August 2024. abnormalreturns.com) Adviser links: an existential issue. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? entrylevel.topdowncharts.com) REITs have stopped going down. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

JULY 31, 2024

Bonds Bonds are doing okay in 2024, except for duration. sherwood.news) PE fundraising is down in 2024. wsj.com) ETFs Money managers want to put less liquid assets into the ETF wrapper. riabiz.com) Managed futures ETFs are gaining assets. capitalspectator.com) Bonds drive markets. government bonds.

Financial Advising

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? howardlindzon.com) On the state of the momentum factor.

Financial Advising

Abnormal Returns

JULY 10, 2024

Markets 2024 is the year of the megacap. riabiz.com) Political ETFs have been a dud, asset-wise. abnormalreturns.com) Adviser links: needless waste. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bilello.blog) Why market strategists are ditching S&P 500 price targets.

Valuation

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement.

Financial Advisor

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement.

Financial Advisor

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. A Biden 2024 campaign isn’t worth the added difficulty that comes from his deep unpopularity. trillion in client assets.

Retirement Planning

Indigo Marketing Agency

JANUARY 25, 2025

Samantha was also a finalist in the 2024 Wealthies. ( The Wealthies are prestigious awards in the financial industry, honoring outstanding achievements by companies, organizations, and individuals that support financial advisor success.) Stacys approach has helped raise billions in assets.

Financial Advisor