Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Validea

OCTOBER 28, 2024

We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.

Asset Allocation 52

Asset Allocation Assets Wealth Management Valuation 52

The Big Picture

APRIL 4, 2025

Previously, she was CEO and chairman at Sanford Bernstein, CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models.

Asset Allocation 147

Asset Allocation Wealth Management Assets Retail 147

A Wealth of Common Sense

JANUARY 7, 2025

The first asset allocation quilt I created for this site covered the ten-year period from 2005-2014. Those returns look nothing like the last 10 years which is the whole point of this exercise. Here’s the latest quilt: Some observations: Inflation outperformed TIPS.The average inflation rate over the past 10 years was around 2.9%

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Asset Allocation Assets 139

Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

Financial Planner 243

Financial Planner Asset Allocation Clients Commission 243

A Wealth of Common Sense

SEPTEMBER 5, 2023

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

Asset Allocation 106

Asset Allocation Assets Marketing Marketing 106

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 136

Asset Allocation Accounting Assets 136

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 289

Wealth Management Asset Allocation Management Retail 289

Nerd's Eye View

JANUARY 9, 2025

On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. On one hand, a client's willingness to pay an ongoing fee for financial advice suggests that they find the advisor's services worthwhile.

Financial Advice 202

Financial Advice Asset Allocation Clients Wealth Management 202

Abnormal Returns

FEBRUARY 18, 2025

herbgreenberg.com) A round-up of recent research papers on asset allocation including 'Asset Allocation Mandates and Price Reactions to New Information.' Quant stuff Some financial-focused AI tools worth checking out. capitalspectator.com) Some recent academic papers including 'The Cross-Section of Corporate Bond Returns.'

Asset Allocation 147

Asset Allocation Assets Marketing Marketing 147

Wealth Management

JANUARY 22, 2024

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

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Asset Allocation Financial Planning Portfolio Assets 303

The Big Picture

JUNE 27, 2025

She explains the importance of matching your assets to your future liabilities, and why liquidity and quality are so important. Previously, she was Head of Thematic Strategy and PM for the Global Allocation Fund at BlackRock. A list of her current reading is here ; A transcript of our conversation is available here Tuesday.

Investing 130

Investing Investments Asset Allocation Wealth Management 130

Nerd's Eye View

JUNE 24, 2025

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

MAY 19, 2023

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

Clients 290

Clients Asset Allocation Retirement Education 290

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Portfolio 264

Wealth Management

DECEMBER 11, 2023

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

Asset Allocation 279

Asset Allocation Portfolio Assets 279

Advisor Perspectives

JUNE 16, 2025

Just one day after Prime Minister Shigeru Ishiba likened Japan’s debt situation to that of Greece, the country faced its weakest demand for 20-year bonds since 2012.

Asset Allocation 52

Asset Allocation Assets 52

Abnormal Returns

FEBRUARY 26, 2025

tonyisola.com) Age is just one factor when it comes to your asset allocation. (whitecoatinvestor.com) Carl Richards talks minimalism, wealth and happiness with Joshua Becker. podcasts.apple.com) Investing Targeted apathy as an investment philosophy. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

Asset Allocation 162

Asset Allocation Retirement Financial Planning Accounting 162

Nerd's Eye View

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 240

Assets Clients Portfolio Asset Allocation 240

Abnormal Returns

JUNE 12, 2024

podcasts.apple.com) Asset allocation Small asset allocation shifts don't matter much in the long run. awealthofcommonsense.com) Why asset allocation matters. (podcast.moneywithkatie.com) Thomas Kopelman and Jacob Turner talk about finding your enough.

Asset Allocation 264

Asset Allocation Financial Advisor Estate Planning Retirement 264

Wealth Management

MARCH 28, 2023

A look at how financial advisors should go about incorporating hedging in their asset allocations.

Asset Allocation 264

Asset Allocation Financial Advisor Assets 264

The Big Picture

DECEMBER 30, 2024

He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. Asset allocation determines the rate of return. When this was originally published in 1995, Arthur Zeikel was president of Merrill Lynch Asset Management in New Jersey.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

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 264

Asset Allocation Assets Clients 264

Abnormal Returns

NOVEMBER 19, 2023

ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. (blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio.

Asset Allocation 303

Asset Allocation Assets Portfolio Management 303

Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. Top clicks this week Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Be wary shifting too much of your money into bonds. obliviousinvestor.com) Money market returns look good.almost too good.

Asset Allocation 306

Asset Allocation Sales Assets Investing 306

Abnormal Returns

DECEMBER 10, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. (tker.co) The more room you can put between yourself and your investments, the better. yield-to-maturity.beehiiv.com) It's easy to load up on cash, harder to put it to work. humbledollar.com) Why investors are attracted to low probability games.

Asset Allocation 305

Asset Allocation Assets Investing Investments 305

The Big Picture

SEPTEMBER 28, 2022

What is in your control : Your Portfolio : You want to create something robust enough to withstand drawdowns and recessions; not necessarily the best possible set of assets but the ones you can live with day in and day out. This includes a broad Asset Allocation including full Diversification of asset classes, geographies, etc.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Nerd's Eye View

MARCH 12, 2025

Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor.

Taxes 134

Taxes Portfolio Asset Allocation Assets 134

Abnormal Returns

OCTOBER 1, 2024

blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' Foerster’s new book "Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor." bpsandpieces.com)

Asset Allocation 289

Asset Allocation Assets Management Planning 289

Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. priceactionlab.com) The case against a cryptocurrency allocation. insights.finominal.com) Global macro hedge funds are mid.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

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 246

Asset Allocation Financial Advising Media Assets 246

Alpha Architect

MAY 30, 2025

Their research focused on leveraging cross-asset information to optimize investment strategies and improve returns across diverse asset classes. Unlocking Cross-Asset Potential: A New Approach to Portfolio Construction was originally published at Alpha Architect.

Assets 95

Assets Portfolio Investing Investments 95

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. man.com) Risk parity is a solution in search of a problem. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. alphaarchitect.com) How fund flows can drive stock returns.

Asset Allocation 258

Asset Allocation Portfolio Assets Investing 258

The Big Picture

JULY 4, 2025

The Bulwark ) Be sure to check out our Masters in Business next week with Kate Moore , Chief Investment Officer of Citi Wealth ; responsible for overseeing investments, portfolio strategy and asset allocation for the trillion dollars Citi Wealth manages. When it might help and when it won’t — in any case, don’t vape or smoke it.

Asset Allocation 147

Asset Allocation Wealth Management Insurance Media 147

Abnormal Returns

MAY 21, 2024

papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. capitalspectator.com)

Asset Allocation 262

Asset Allocation Retail Media Financial Market 262

Abnormal Returns

APRIL 18, 2024

novelinvestor.com) Don't change your asset allocation in response to a market pullback. rogersplanning.blogspot.com) Crypto The Grayscale Bitcoin Trust ($GBTC) continues to leak assets. ft.com) Frozen Russian assets could soon pay for Ukraine's defense. wsj.com) Bitcoin is whatever you want it to be.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289