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

Wealth Management

JULY 2, 2025

An AI agent observes your behavior, interprets unstructured notes, and programmatically updates the CRM with relevant action items, family data, asset allocation, and risk metrics—all without middleware. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice.

Wealth Management 165

Wealth Management Estate Planning Planning Clients 165

Darrow Wealth Management

FEBRUARY 9, 2025

When investing in dividend stocks, bonds, or funds, a higher dividend yield may make an asset look more attractive, but this metric alone doesn’t make a worthwhile investment. In another words, if your asset allocation is 60% stocks and 40% bonds, the current weighted average yield is 2.19%.

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. But it helps illustrate the importance of diversifying within an asset class like fixed income. Morgan Asset Management. But correlations shift over time and within the asset class itself. Morgan Asset Management.

Risk Tolerance 72

Risk Tolerance Asset Allocation Assets Portfolio 72

The Big Picture

AUGUST 23, 2023

Perhaps this is why my definition of investing differs from the mainstream: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” – “ Imperfect information ” refers to the fact that no one can possibly know all there is to know at any given moment. .

Investments 246

Investments Investing Asset Allocation Healthcare 246

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 Clients Valuation 52

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Valuations across asset classes, and the importance of interest rates to these valuations. Assets that can serve as a hedge for inflation, including real estate and infrastructure assets. Fri, 02/26/2021 - 13:22. Download the full report >. Download the full report >.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

Alpha Architect

DECEMBER 16, 2024

By evaluating various frameworks and proxies out-of-sample, free from biases like look-ahead bias, it provides more reliable methods for investors to make informed decisions about asset allocations. Estimating Long-Term Expected Returns was originally published at Alpha Architect.

Asset Allocation 52

Asset Allocation Assets 52

Nerd's Eye View

MARCH 8, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

Financial Planner 244

Financial Planner Asset Allocation Clients Risk Management 244

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.

Asset Allocation 52

Asset Allocation Assets License Government 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 Government 52

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? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Abnormal Returns

JULY 26, 2022

alphaarchitect.com) Performance The performance of tactical asset allocation mutual funds has been no great shakes. klementoninvesting.substack.com) The research shows that short sellers are informed investors. Inflation Hedging inflation is harder than it looks.

Risk Management 130

Risk Management Management Asset Allocation Media 130

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

Management 130

Management Assets Portfolio Insurance 130

The Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. I’m not discounting the great information CNBC and the rest of the financial media provides, but you need to take much of this with a grain of salt.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investing 147

Random Roger's Retirement Planning

MARCH 21, 2025

One of the pre-market Bloomberg emails gave a positive mention to the Cambria Global Asset Allocation ETF (GAA) because it is up in what of course has been a tough tape for equities this year. It is an interesting asset allocation that targets 40% in equities, 40% in fixed income and 20% in alternatives.

Asset Allocation 52

Asset Allocation Portfolio Assets Numbers 52

Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. This includes the stock itself, its sector, industry, and other highly correlated assets.

Management 77

Management Taxes Estate Planning Asset Allocation 77

International College of Financial Planning

MARCH 12, 2025

What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. But many jump into stocks, crypto, or NFTs without understanding risk, diversification, or asset allocation. The key is to strike a balance between enjoying the present and securing the future.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

Alpha Architect

DECEMBER 9, 2022

For those investors who engage in tactical asset allocation strategies (market timing), their evidence suggests that it might be possible to exploit the information. Given that tightening monetary policy increases economic risks, Simpson and Grossman provided compelling evidence of a risk explanation for the size factor.

Asset Allocation 106

Asset Allocation Economics Assets Marketing 106

Tobias Financial

MARCH 16, 2025

This is a publication of Tobias Financial Advisors.The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Random Roger's Retirement Planning

DECEMBER 23, 2024

This is a little bit of a follow up to yesterday where I mentioned the Global Asset Allocation as mentioned in a paper by Meb Faber. Today, Meb Tweeted out a reference to the Atlas Lifted report from Robeco which references a similar idea, the Global Market Portfolio which is allocated as follows.

Sales 52

Sales Asset Allocation Portfolio Assets 52

Tobias Financial

NOVEMBER 4, 2024

For context, it is helpful to think of markets as a powerful information-processing machine. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. It is for information and planning purposes only.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. savantwealth.com) Gathering and interpreting information has a cost. mrzepczynski.blogspot.com) How wrapped up should you be in the market efficiency debate? blogs.cfainstitute.org) Banks Bitcoin is benefiting from the banking crisis.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Carson Wealth

JANUARY 22, 2025

But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? Higher numbers indicate more volatility, lower numbers mean less volatility, and a negative beta, which is rare, means an asset is expected to move in the opposite direction of the market. What Is Market Volatility?

Investments 52

Investments Investing Marketing Marketing 52

Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? drorpoleg.com) Information disorder is a real thing. Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive. morningstar.com) Old school Would Ben Graham buy Meta ($META) stock? Then check out our weekly e-mail newsletter.

Asset Allocation 130

Asset Allocation Financial Advising Startup Economy 130

Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. Now, though, people are rethinking their fixed-income allocation. They can get 6% or 7% yields in quality assets, without having to go out on the yield curve.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Random Roger's Retirement Planning

MAY 1, 2025

Other than having the proper asset allocation and addressing sequence of return risk when relevant, I would not want to get too aggressive, like selling 95% of my stocks, trying to fight that inertia. What if it jumped 10%, he got back in and then it fell 30% and then traded sideways? The chart is the S&P 500 going back 40 years.

Asset Allocation 59

Asset Allocation Management Taxes Portfolio 59

Yardley Wealth Management

AUGUST 20, 2024

By spreading your investments across different asset classes, sectors, and geographic regions, you can minimize the impact of downturns in any one area of the market. Rebalance Regularly: Market volatility can cause your asset allocation to drift away from your target mix of investments.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute.

Portfolio 52

Portfolio Asset Allocation Assets Management 52

Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. a year on average.

Assets 52

Assets Asset Allocation Marketing Marketing 52

Random Roger's Retirement Planning

MARCH 20, 2025

The asset allocation was 10% to hedges, 30% to T-bills for asymmetry but that seems more like optionality to me, 9% to edges which included one broad stock picking ETF, a derivative income fund and a short volatility product. None of them were hideously wrong out of the blocks but it's too soon to declare victory with them.

Investments 59

Investments Investing Portfolio Asset Allocation 59

Yardley Wealth Management

SEPTEMBER 10, 2024

By spreading your investments across various asset classes, sectors, and geographic regions, you can reduce your portfolio’s overall risk. Consider allocating your assets among stocks, bonds, real estate, and alternative investments. Stay Informed and Educated Successful retirement investing requires staying informed.

Retirement 40

Retirement Risk Tolerance Investing Investments 40

Gen Y Planning

MARCH 10, 2025

The recent yo-yo pattern reflects investors processing new information and adjusting expectations. Diversifying portfolios across asset classes, sectors, and geographies to reduce concentrated risks. Strategic rebalancing as needed to maintain your target asset allocation, without making sweeping changes that could derail your plan.

Marketing 52

Marketing Marketing Financial Planning Asset Allocation 52

MarketWatch

MAY 31, 2023

Great-West will also provide an initial asset allocation of $25 billion to Franklin Templeton’s specialist investment managers. Founded in 1937, Putnam Investments currently manages about $136 billion in assets. Visit MarketWatch.com for more information on this news. Franklin Templeton stock is down about 0.1%

Investing 75

Investing Investments Asset Allocation Assets 75