Wealth Management

NOVEMBER 10, 2022

Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.

Asset Allocation 52

Asset Allocation Assets Portfolio Clients 52

Brown Advisory

SEPTEMBER 6, 2022

Asset Allocation: Developing a Long-Term Investment Strategy for Mission-Driven Organizations. When putting a plan in place, we believe it is critical for any mission-driven organization to develop an effective, long-term asset allocation strategy to manage its endowment assets. Tue, 09/06/2022 - 10:30.

Asset Allocation 98

Asset Allocation Assets Investing Investments 98

A Wealth of Common Sense

APRIL 13, 2023

A reader asks: I’m a 30 year old living in Brooklyn making $175/year. I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years.

Asset Allocation 107

Asset Allocation Accounting Assets 107

Alpha Architect

JULY 19, 2022

We examine Sentix sentiment indices for use in tactical asset allocation. Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results was originally published at Alpha Architect. In particular, we construct monthly relative sentiment factors for the U.S.,

Asset Allocation 95

Asset Allocation Assets Economics Marketing 95

Meb Faber Research

DECEMBER 5, 2022

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) Host: Meb Faber is Co-Founder and Chief Investment Officer of Cambria Investment Management. The post Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY) appeared first on Meb Faber Research - Stock Market and Investing Blog.

Asset Allocation 75

Asset Allocation Assets Investing Investments 75

Brown Advisory

MARCH 6, 2023

2023 Asset Allocation Perspectives and Outlook ajackson Mon, 03/06/2023 - 14:43 We are pleased to share Brown Advisory’s 2023 Outlook. Each year, the Annual Outlook report assesses the current investment landscape and discusses some of the main themes being expressed in client portfolios.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Validea

FEBRUARY 18, 2023

Meb Faber explains how a simple asset allocation strategy has stood the test of time. See Full Episode The post Investing Shorts: An Asset Allocation Strategy That Has Worked for 2000 Years appeared first on Validea's Guru Investor Blog.

Asset Allocation 52

Asset Allocation Assets Investing Investments 52

Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. obliviousinvestor.com) Diversification reduces the risk of adverse outcomes. barrons.com) Strategy Everyone and everything ends up underperforming at some point. awealthofcommonsense.com) Brett Steenbarger, "Over time, unique returns cannot come from consensus thinking."

Asset Allocation 243

Asset Allocation Financial Advising Assets Portfolio 243

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Rodrigo is now available.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

Asset Allocation 52

Asset Allocation Assets License Investing 52

Advisor Perspectives

JULY 13, 2023

What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!

Asset Allocation 52

Asset Allocation Assets Financial Market Banking 52

The Big Picture

SEPTEMBER 16, 2023

We discuss how the traditional “bucketing” approach of crisply defining asset classes can limit opportunities for asset allocators. She earned her finance MBA in econometrics and statistics from the University of Chicago.

Assets 306

Assets Management Asset Allocation Retirement 306

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

Abnormal Returns

AUGUST 27, 2023

ritholtz.com) Asset allocation is not a science. Top clicks this week Better investing comes from better decision making. obliviousinvestor.com) It's hard to overstate the sea change that has occurred with interest rates. theirrelevantinvestor.com) Quant strategies are not free from human input.

Asset Allocation 204

Asset Allocation Retirement Assets Investing 204

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. Alternatives Private market access funds are all the rage. integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation 250

Asset Allocation Financial Advising Assets Portfolio 250

Alpha Architect

SEPTEMBER 8, 2023

The correlation between stocks and bonds should be a critical component of any asset allocation decision, as it impacts not only the overall risk of a diversified multi-asset class portfolio but also the risk premia one should expect to receive for taking risk in different asset classes.

Asset Allocation 121

Asset Allocation Assets Portfolio Economics 121

A Wealth of Common Sense

SEPTEMBER 1, 2023

Rob Isbitts at ETF.com says Jerome Powell’s speech at Jackson Hole is bad news for 60/40 investors: For nearly two decades, investment advisors and self-directed investors came to understand and appreciate “asset allocation” as a complementary combination of stocks and bonds.

Asset Allocation 98

Asset Allocation Portfolio Investment Advisor Assets 98

A Wealth of Common Sense

SEPTEMBER 21, 2023

Nick Sapienza joined me again this week to answer questions about home equity, paying off credit card debt, asset allocation in retirement and Simple IRAs. Further Reading: The Worst Housing Affordability Ever? The post Renting vs. Buying: When You Shouldn’t Buy a House appeared first on A Wealth of Common Sense.

Asset Allocation 101

Asset Allocation Retirement Assets 101

The Big Picture

JUNE 15, 2023

Some of the more fascinating data points from the report: – 2022 featured record-high plan participation rate of 83%, driven in large part by wider adoption of automatic enrollment; – From 2006 to 2022, automatic enrollment has tripled; – 41% of all plans offered planning & advice; Larger plans with more than 5,000 employees, (..)

Planning 289

Planning Asset Allocation Assets Management 289

The Chicago Financial Planner

FEBRUARY 3, 2022

Investors who are well-diversified may be hurt but generally not to the extent of those who are highly allocated to stocks. Review your asset allocation . If you haven’t done so recently, perhaps it is time to review your asset allocation and make some adjustments. Go shopping .

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

Abnormal Returns

APRIL 2, 2023

(abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. realreturns.blog) The stock market is almost always in a drawdown.

Asset Allocation 173

Asset Allocation Assets Portfolio Economics 173

Pragmatic Capitalism

JANUARY 20, 2023

We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation [ … ] Here’s the first batch of answers from the Ask Me Anything.

Asset Allocation 145

Asset Allocation Assets Investing Investments 145

Abnormal Returns

AUGUST 9, 2022

mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. (papers.ssrn.com) Research Is it possible to identify when momentum crashes are more likely to happen? alphaarchitect.com) Why does trend following work better in a high inflation regime?

Asset Allocation 187

Asset Allocation Portfolio Assets Accounting 187

Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? Strategy High uncertainty decisions, like investing, are by definition difficult. monevator.com) Companies IBM ($IBM) keeps acquiring smaller companies to seemingly very little effect.

Asset Allocation 199

Asset Allocation Financial Advising Valuation Assets 199

Abnormal Returns

MAY 23, 2023

aqr.com) Research Christopher Schelling, "Turning a descriptive asset allocation framework into a proscriptive decision-making process ensures the constantly adapting and evolving world of alternatives will leave you further behind the first adopters, who often capture much of the alpha."

Asset Allocation 147

Asset Allocation Assets Economics Portfolio 147

Abnormal Returns

JANUARY 29, 2023

klementoninvesting.substack.com) A century long look at various asset allocation strategies. (thomaskopelman.com) Many investors don't understand the difference between arithmetic and geometric returns. papers.ssrn.com) How to use money to avoid unhappiness. humbledollar.com) Market narratives shift all the time.

Asset Allocation 162

Asset Allocation Assets Investing Investments 162

Abnormal Returns

JANUARY 24, 2023

blog.thinknewfound.com) A century long look at various asset allocation strategies. (klementoninvesting.substack.com) Research A look at the returns of private debt funds. kitces.com) How higher interest rates affect a return-stacked portfolio.

Investing 147

Investing Investments Asset Allocation Portfolio 147

Abnormal Returns

JANUARY 18, 2023

Podcasts Dr. Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to pick an asset allocation and stick to it. whitecoatinvestor.com) Dan Harris talks with Spencer Sherman is the founding CEO of Abacus, a values-driven financial firm.

Asset Allocation 214

Asset Allocation Portfolio Insurance Assets 214

A Wealth of Common Sense

JANUARY 29, 2023

I love this data because stocks, bonds and cash are the building blocks of asset allocation.1 1 Sure, you can add other asset classes and strategies but those three are where most investors should start when it comes to figuring out your portfolio mix.

Asset Allocation 141

Asset Allocation Assets Portfolio Marketing 141

Wealth Management

MAY 17, 2023

The University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

Wealth Management

MAY 19, 2023

Education on key asset allocation strategies is necessary to get clients ready for their golden years.

Clients 116

Clients Asset Allocation Retirement Assets 116

Meb Faber Research

JULY 19, 2023

Known for his website on asset allocation and portfolio theory, Efficient Frontier, Bill is also a co-principal in the money management […] The post Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.

Asset Allocation 98

Asset Allocation Investing Investments Financial Advising 98

Wealth Management

MAY 22, 2023

The search for returns has led clients to ask advisors to put capital into other resources and shifted asset allocations.

Asset Allocation 105

Asset Allocation Assets Clients 105

A Wealth of Common Sense

JANUARY 8, 2023

And we update my asset allocation quilt once a year when the calendar turns (OK that’s just me). We watch the Lions lose every year on Thanksgiving. We wear Hawaiian shirts at holiday dinners (try it…it’s fun). We get Chinese takeout for lunch every year on Christmas day. Let’s do this.

Asset Allocation 135

Asset Allocation Assets Marketing Marketing 135

Advisor Perspectives

JANUARY 16, 2023

Morningstar’s latest research showed higher safe spending rates across all asset allocations over all time horizons. I don’t agree with those results.

Asset Allocation 105

Asset Allocation Assets 105

The Big Picture

AUGUST 23, 2023

Whether we are talking about important milestones in life or your asset allocation, don’t let your decision-making default setting be “auto-pilot.” It wasn’t all that long ago that BeFi was not a thing that investors took seriously. The process by which you make decisions is worth examining.

Investing 246

Investing Investments Asset Allocation Healthcare 246

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield. In response to weak nominal growth, central banks have maintained accommodative monetary policies, pushing interest rates to historic lows.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52