Alpha Architect

NOVEMBER 20, 2023

The article introduces a concept called "impact elasticity," which measures how a firm's environmental impact changes in response to shifts in its cost of capital (the "E" in "ESG"). Is ESG Investing Counterproductive? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Nerd's Eye View

MAY 24, 2024

Also in industry news this week: Why the Federal government is proposing new rules targeting the use of donor-advised funds that could impact financial advisors who work closely with them A recent report indicates that while financial advisory firms prioritize their client experience, they often make such decisions without consulting their clients (..)

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Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

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Advisor Perspectives

DECEMBER 23, 2022

Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.

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Alpha Architect

DECEMBER 6, 2022

In this article, we examine the research on investing during inflationary regimes such as deflation, inflation, and stagflation. Investing in Deflation, Inflation, and Stagflation Regimes was originally published at Alpha Architect. Factors perform relatively well in all regimes on a real basis.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Quoted in a Wall Street Journal article before the 2016 game, respected Wall Street analyst Robert Stoval said, “There is no intellectual backing for this sort of thing, except that it works.”. Is this a valid investment strategy? Not sure if your investments are right for your situation?

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Investing Investments Financial Planner Risk Tolerance 184

Validea

OCTOBER 18, 2022

An animated video created by Visual Capitalist displays what Warren Buffett and his holding company Berkshire Hathaway have invested in since 1994, based on research from the last three decades of the Berkshire’s financial reports. The post Berkshire’s Investments Since 1994 appeared first on Validea's Guru Investor Blog.

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Alpha Architect

SEPTEMBER 25, 2023

The article explores the limitations of traditional country-level stock market indexes that are constructed based on the domicile of issuing firms. Geographic Investing and Company Operations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Investing Investments Asset Allocation Marketing 77

Alpha Architect

SEPTEMBER 16, 2022

How did Momentum investing perform after the previous two valuation peaks? This article answers this question. Key finding: Momentum investing also performed well following episodes when value stocks were cheap. MOMENTUM INVESTING: HOW DID MOMENTUM INVESTING PERFORM AFTER THE PREVIOUS TWO VALUATION PEAKS?

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Validea

NOVEMBER 2, 2022

I have always been a big believer in value investing. And the fact that academic research supports value has given me all the reason I need to take that personal belief and translate into my investing approach. I argued in my original article that Federal Reserve policy that kept interest rates and inflation low was bad for value.

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Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. The two managers also invest in their American Century Small Cap Dividend fund, which launched a year ago. Of course, having your manager invest in the same fund as you doesn’t guarantee returns.

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Management Investing Investments Portfolio Management 59

Nerd's Eye View

APRIL 26, 2024

Also in industry news this week: The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements (and, potentially, lawsuits regarding their enforcement) between financial planning firms and their advisors The Securities and Exchange Commission issued (..)

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Financial Planner Commission Financial Advisor Communication 233

Alpha Architect

OCTOBER 10, 2022

In this article, we examine the academic research about what millionaires invest in. Pulling the curtain back: what do millionaires invest in? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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eMoney Advisor

DECEMBER 14, 2022

If you’re a financial advisor struggling to figure out how to grow your audience on LinkedIn, or you’d like to improve the content you’re putting out on social media forums, this article has solid suggestions. Hint: It goes well beyond their investment portfolio. Financial Planning KPIs Your Firm Should Be Tracking.

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Financial Planner Financial Planning Retirement Clients 78

Alpha Architect

APRIL 10, 2023

This article studies whether index investing has implications for the informational efficiency of stock prices. Index Investing and the Informational Efficiency of Stock Prices was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

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Financial Planner Wealth Management Retirement Investment Planning 176

Discipline Funds

FEBRUARY 21, 2024

When people think of macro investing they tend to think of Paul Tudor Jones, George Soros or Ray Dalio. And that’s the second big takeaway from understanding macroeconomic investing – diversification works. I spent most of the 2010’s writing articles debunking macroeconomic myths. Let me explain.

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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 this article, we are going to look into what makes Hindustan Aeronautics so attractive and what their future prospects look like.

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Clever Girl Finance

SEPTEMBER 11, 2023

When you’re new to investing, it can seem like there’s a lot of information to learn. But you have to start somewhere—so you might as well start with the best investing websites right off the bat! Table of contents What makes the best investment websites the best ? 6 Best investing websites for research (and taking action!)

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Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

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Financial Planner Compliance CFP Clients 227

Clever Girl Finance

NOVEMBER 25, 2023

Think you don’t have enough money to start investing? You can learn how to start investing for beginners today, even if you start your investing journey with just $100. Table of contents What is investing? Why is investing important? When should you start investing? How should a beginner start investing?

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Investing Investments Risk Tolerance Accounting 65

Alpha Architect

OCTOBER 31, 2022

In this article, the author examines the research published over the last 30 years on momentum and its theoretical credibility. One of the original momentum articles was published by Jegadeesh and Titman in 1993, and is considered the seminal work on the topic. Please read the Alpha Architect disclosures at your convenience.

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Investing Investments 101

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

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The Big Picture

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

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Investing Investments Clients Management 130

Validea

DECEMBER 7, 2023

20 years ago, Morningstar changed the methodology for their mutual-fund ratings, and since then strategies that employ momentum-stock investing have struggled to find success, contends an article in The Wall Street Journal. In other words, the rating change did have a more significant impact on momentum-investing’s performance.

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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.

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Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 224

Advisor Perspectives

OCTOBER 23, 2023

I previously discussed a method of applying long-run, risk-return insights to a goals-based approach to retirement investing. This article considers how to extend the process into the pre-retirement years.

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Retirement Investing Investments 69

Good Financial Cents

DECEMBER 29, 2022

According to a recent Gallup poll , more than half of American adults (58%) have money invested in the stock market. Although the median holdings (amounts invested) vary based on age, income, and other demographic factors, it’s clear that Americans see the value of investing — even if their exposure is limited to a workplace 401(k).

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Investing Investments Accounting Commission 119

Validea

AUGUST 30, 2022

While its change in status can be attributed to internal issues and a shift in strategy, it’s also an example of how the previous definitions of value have changed, reports an article in Chief Investment Officer. But worthy value investments are out there for those skillful investors who take the time to look.

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Investing Investments Retail Economy 59

Validea

OCTOBER 17, 2022

The value investing strategy—acquiring shares of companies that are trading below their fair market value—had fallen out of favor in the 2010-2020 decade as high growth businesses dominated the market. But value is now outperforming growth with a 10% CAGR (compound annual growth rate), according to an article in Financial Express.

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Investing Investments Portfolio Economy 59

Good Financial Cents

SEPTEMBER 2, 2022

Most people are well aware that investing is the key to building long-term wealth, yet that doesn’t mean that getting started is easy. In fact, all new investors face a huge learning curve when it comes to figuring out how to invest and where to invest their extra money. So, how do you start investing exactly?

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Clever Girl Finance

FEBRUARY 20, 2024

You could spend it on a luxurious vacation or a new car, or you could invest it wisely to set yourself up for financial stability in the future. So, let’s find out the best way to invest $20k! Is $20,000 a good amount to invest? What is the best thing to invest $20,000 in long term? Think outside the box!

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Investing Investments Risk Tolerance Education 52

The Irrelevant Investor

AUGUST 20, 2015

He had this to say on what makes an investment article great. Since turnover is negatively correlated to investment performance, no post that stands the test of time will include trade setups or forecasts. The post What Makes a Great Investment Article? appeared first on The Irrelevant Investor.

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Investing Investments 52

Clever Girl Finance

SEPTEMBER 11, 2023

Diversifying includes broadening your investment portfolio to include highly liquid investments. Highly liquid investments 101 Why are highly liquid investments important? What is the most liquid investment? What is liquid vs non liquid investments? Are liquid investments better?

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Clever Girl Finance

SEPTEMBER 7, 2023

But while the extra wealth might be helpful to your financial situation, you likely still have a lot of questions and may be wondering how to invest $100k. How should I invest $100,000 to make $1 million? How should I invest $100,000 to make $1 million? How can I invest $100k to create passive income?

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Investing Investments Risk Tolerance Accounting 52

The Big Picture

MAY 6, 2024

Such was the case with a Justin Fox article “ 9% Forever? ” The guys who made that prediction: Rex Sinquefield, co-founder of Dimensional Funds (DFA) which now runs about 677 billion; and Roger Ibbotson, professor at Yale, and winner of too many awards to count for his contributions to investing theory.

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