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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

In How Not to Invest , I showcase extreme examples of unforced errors to illustrate these behavioral mistakes. Chris Bloomstran, chief investment officer of Semper Augustus Investments Group, has tracked this. Decades as an investor and trader on Wall Street have taught me that panics come and go.

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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace. In “ How Not To Invest ” (coming March 18!)

Banking 345
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Ten Economic Questions for 2025

Calculated Risk

Here is a review of the Ten Economic Questions for 2024. in 2024 (around 2.6% 2) Employment: Through November 2024, the economy added 2.0 million jobs in 2024. 4) Participation Rate: In November 2024, the overall participation rate was at 62.5%, down year-over-year from 62.8% Q4-over-Q4). Q4-over-Q4 in 2025.

Economics 290
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Unpacking 2024 Investment Trends

Wealth Management

Michael Batnick explores how investors can navigate the changing landscape of cash investments in 2024.

Investing 279
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RIA Industry Hit Record Number of Firms, Client AUM in 2024

Wealth Management

The Investment Advisor Industrys annual report showed an all-time high of 15,870 SEC-registered advisors overseeing a 12.6% as of the end of 2024. increase in assets to $144.6

Numbers 169
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10 Investment Must Reads for This Week (Oct. 29, 2024)

Wealth Management

Asset managers have been aggressive in rolling out AI-themed ETFs in 2024, reports Reuters. These are among the investment must reads we found this week for wealth advisors. Morningstar implemented its previously announced rating methodology change, affecting 15% of rated funds.

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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

Welcome to the November 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!