The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

Investing 187

Investing Investments Assets Numbers 187

Wealth Management

MARCH 26, 2024

Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. These are among the investment must reads we found this week for financial advisors. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream.

Investing 95

Investing Investments Financial Advisor Management 95

Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 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!

Startup 186

Startup Wealth Management Clients Portfolio 186

Trade Brains

DECEMBER 2, 2023

Top Value Investing Courses in 2024 : From a long-term perspective, investing has been a successful way for people to build wealth. Value investing is a challenging and exciting field that requires the right information and direction to successfully navigate. With over +3241 enrollments and a +4.4

Investing 59

Investing Investments Valuation Marketing 59

Trade Brains

NOVEMBER 14, 2023

Top 6 Investing Courses in 2024 : Investing has been a proven method for wealth creation in every individual’s long-term view. The world of value investing is full of opportunities and challenges, and to master it effectively, you need the correct knowledge and guidance. You can enroll in the course here.

Investing 59

Investing Investments Certification Education 59

Advisor Perspectives

JANUARY 22, 2024

Fundamental Equities Global CIO Tony DeSpirito sees a rich hunting ground for stock pickers and offers four insights for 2024 ― from sector likes to international opportunities. What’s in store for stocks after they climbed a wall of worry to exceed expectations in 2023?

Investing 59

Investing Investments 59

Wealth Management

JANUARY 30, 2024

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. These are among the investment must reads we found this week for wealth advisors.

Investing 89

Investing Investments Wealth Advisor Assets 89

Wealth Management

MARCH 7, 2024

Dive into the critical role of sustainable investments in the evolving financial landscapes.

Investing 81

Investing Investments 81

Don Connelly & Associates

JANUARY 15, 2024

Going into 2024, the market will keep investors guessing, which is why helping your client maintain a long-term perspective is essential. The post 6 Essential Investment Tenets to Instill in Your Clients for 2024 appeared first on Don Connelly & Associates. We can't know what stocks will do today, next week, or next month.

Clients 52

Clients Investing Investments Marketing 52

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investing 52

Investing Investments Portfolio Compliance 52

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. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

Investing 96

Investing Investments Marketing Marketing 96

Wealthfront

JANUARY 25, 2024

In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor.

Planning 122

Planning Investing Investments Marketing 122

The Irrelevant Investor

DECEMBER 30, 2023

Needless to say, but I have to say it anyway, nothing in this list is investment advice. The post 10 Predictions for 2024 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.

Education 127

Education Portfolio Investing Investments 127

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. EIA Petroleum Status Report. Thursday: Jobless Claims.

Marketing 91

Marketing Marketing Taxes Economics 91

International College of Financial Planning

FEBRUARY 3, 2024

Additionally, there was a notable increase in GST collections for January 2024, rising by 10.4% Financial Stability and ease of Investment The budget strategy , coupled with integrating Indian bonds into the global bond fund index, presents a significant opportunity for lowering the yields on Government Securities. to exceed ₹ 1.72

Budgeting 52

Budgeting Financial Market Investing Investments 52

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics 348

Economics Investing Investments Marketing 348

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 88

Marketing Marketing Economics Taxes 88

Advisor Perspectives

NOVEMBER 27, 2023

Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.

Investing 52

Investing Investments 52

David Nelson

NOVEMBER 27, 2023

Myth of the Elite 7 – Mega cap stocks were not the only path to success Challenging the Status Quo – Over-reliance on traditional investment mantras, in particular conventional wisdom surrounding the Federal Reserve has been an investment loser Reality Check – Lightning rarely strikes in the same place twice.

Investing 52

Investing Investments Math Management 52

Abnormal Returns

MARCH 3, 2024

(abnormalreturns.com) Top clicks this week What happens when you invest right before a bear market? allstarcharts.com) Consumer Reports' top ten list for 2024 is filled with hybrids. morningstar.com) Every investing fad eventually ends. morningstar.com) Every investing fad eventually ends. What is Europe's alternative?

Investing 278

Investing Investments Marketing Marketing 278

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. Recorded: 1/10/2024 | Run-Time: 1:03:42 Summary: It’s been a wild ride lately for the banks. Ben also sits on the board for several banks. 2023 was the biggest year ever for bank failures.

Banking 69

Banking Investing Investments Marketing 69

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

Marketing 80

Marketing Marketing Insurance Taxes 80

Abnormal Returns

MAY 5, 2024

Top clicks this week Widen your investing lens. awealthofcommonsense.com) How major asset classes performed in April 2024. awealthofcommonsense.com) Why the stock market usually goes up. humbledollar.com) The best investors are running their own race. capitalspectator.com) How to think about debt.

Assets 263

Assets Investing Investments Marketing 263

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Retirement Planning 201

Retirement Planning Compliance Startup Clients 201

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. Even in the interim budget in 2024, Budget allocation for the Ministry of Defense was ₹621,540 crores, being the highest among all ministries.

Investing 105

Investing Investments Engineering Budgeting 105

Abnormal Returns

APRIL 21, 2024

wsj.com) 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.' advisorperspectives.com) The stock market was not counting on higher yields in 2024. axios.com) The Cybertruck looks like a bust.

Economy 263

Economy Sales Investing Investments 263

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. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. ft.com) Strategy Catalysts matter.

Marketing 258

Marketing Marketing Financial Advising Manufacturing 258

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Fed Balance Sheet.

Marketing 87

Marketing Marketing Economics Taxes 87

Advisor Perspectives

NOVEMBER 22, 2023

Reasons prompting concern around investing in China may be improving, but volatility is likely to remain characteristic of Chinese stocks in 2024.

Investing 64

Investing Investments 64

Advisor Perspectives

DECEMBER 19, 2023

For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024.

Assets 52

Assets Investing Investments Portfolio 52

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 114

Economy Manufacturing Economics Sales 114

Advisor Perspectives

JANUARY 3, 2024

Here are our 10 themes for 2024. Count on more than a few surprise ingredients throughout the year to spice up the financial markets.

Investing 52

Investing Investments Financial Market Marketing 52

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

APRIL 29, 2024

5 Source: YCharts.com, April 27, 2024. Source: Investors Business Daily – Econoday economic calendar; April 23, 2024 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, April 26, 2024 2. Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

DECEMBER 9, 2023

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

Portfolio Management 52

Portfolio Management Investing Investments Portfolio 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

Marketing 84

Marketing Marketing Taxes Economics 84