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 107

Asset Allocation Assets Economics Marketing 107

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 244

Assets Clients Portfolio Asset Allocation 244

The Big Picture

SEPTEMBER 28, 2022

Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Asset Economy. Asset Allocation. None whatsoever. Inflation.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

Abnormal Returns

NOVEMBER 5, 2023

humbledollar.com) There's nothing magic about asset allocation. obliviousinvestor.com) Money market returns look good.almost too good. 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.

Asset Allocation 306

Asset Allocation Sales Assets Investing 306

Abnormal Returns

DECEMBER 10, 2023

awealthofcommonsense.com) What happens after a 20% up year for the stock market? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. Top clicks this week Why investors may regret earning 5% on cash. allstarcharts.com) Investing is hard. Really hard.

Asset Allocation 305

Asset Allocation Assets Investing Investments 305

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. Market timing generally doesnt work. and served as Chairman of the Board. Better to be safe than sorry.

Investing 147

Investing Investments Risk Tolerance Portfolio Management 147

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 98

Asset Allocation Assets Clients Valuation 98

Abnormal Returns

OCTOBER 1, 2024

papers.ssrn.com) Bonds Treasury market liquidity is centered around month-end. blogs.cfainstitute.org) A round-up of the past month's white papers including 'Broad Strategic Asset Allocation.' (alphaarchitect.com) Is having tomorrow's newspaper today sufficient to make for profitable trades? bpsandpieces.com)

Asset Allocation 289

Asset Allocation Management Assets Planning 289

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 137

Taxes Portfolio Asset Allocation Assets 137

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

The Chicago Financial Planner

FEBRUARY 3, 2022

Today was an ugly day in the stock market. Today’s decline is on top of high levels of market volatility that we’ve seen so far in 2022. My thoughts on how investors should react to this type of stock market decline haven’t changed since I first wrote this post a number of years ago. Meta Platforms, Inc.

Asset Allocation 190

Asset Allocation Financial Planner Marketing Marketing 190

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. wisdomtree.com) What happens to the stock market on days before holidays.

Asset Allocation 276

Asset Allocation Portfolio Management Portfolio Assets 276

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. acadian-asset.com) The market is made up of people. papers.ssrn.com) Estimating transaction costs in the foreign exchange market. man.com) Risk parity is a solution in search of a problem. industry sectors.

Asset Allocation 258

Asset Allocation Portfolio Assets Investing 258

Wealth Management

OCTOBER 17, 2023

Monday, November 06, 2023 | 2:00 PM ET

Asset Allocation 162

Asset Allocation Assets Marketing Marketing 162

Abnormal Returns

MAY 21, 2024

alphaarchitect.com) Don't discount the impact of stock market memes. papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (papers.ssrn.com) Are 'fallen angels' still an opportunity?

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 ($GBTC) continues to leak assets. fastcompany.com) Startups Great companies create markets, not the other way around. economist.com) Ibotta ($IBTA) is now public.

Asset Allocation 289

Asset Allocation Financial Advising Startup Assets 289

Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 65

Asset Allocation Marketing Marketing Valuation 65

Abnormal Returns

AUGUST 27, 2023

ritholtz.com) Asset allocation is not a science. newcomer.co) The stock market is laser-focused on interest rates. 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.

Asset Allocation 244

Asset Allocation Media Retirement Assets 244

Abnormal Returns

SEPTEMBER 26, 2023

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

Asset Allocation 278

Asset Allocation Financial Advising Assets Media 278

Abnormal Returns

JULY 3, 2024

ft.com) The housing market may not tank during the next recession. sherwood.news) Investing Every generation learns the lessons of the markets their own way. humbledollar.com) Why age is not the be-all-end-all for asset allocation decisions. humbledollar.com) The problem with a 'forever home' mindset.

Asset Allocation 274

Asset Allocation Retirement Portfolio Assets 274

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 Investments Investing 75

Alpha Architect

JULY 29, 2024

Transaction costs for asset allocation and foreign exchange markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Asset Allocation 60

Asset Allocation Assets Marketing Marketing 60

A Wealth of Common Sense

AUGUST 29, 2024

A reader asks: My asset allocation has been pretty conservative since the market run-up in 2020. My basic thesis is that the market is overvalued, and the only way I can keep myself in equities at all is to have a 60/40 stock/bond allocation.

Valuation 119

Valuation Asset Allocation Marketing Marketing 119

A Wealth of Common Sense

MAY 15, 2025

Bill Sweet joined me on the show again to discuss questions from our audience about harvesting gains in your stock portfolio to diversify, remote work for less money versus going back to the office for more, mis-timing the market and picking the right benchmark for your investments.

Portfolio 109

Portfolio Marketing Marketing Investing 109

The Chicago Financial Planner

JUNE 13, 2022

After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Regardless, here are five things you should do during a stock market correction.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Abnormal Returns

MARCH 20, 2024

stock market has held up. peterlazaroff.com) Investing There's no magic rule for asset allocation. Podcasts Robin Powell talks with Ben Carlson about why the U.S. youtube.com) Barry Ritholtz talks with Jim O'Shaughnessy about the benefits of a quantitative investment approach.

Asset Allocation 278

Asset Allocation Retirement Commission Taxes 278

The Big Picture

OCTOBER 22, 2022

The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. Her role is to help create multi-asset model portfolios with assets that include Mutual Funds, ETFs, and Alternatives.

Management 230

Management Investing Investments Portfolio Management 230

Darrow Wealth Management

FEBRUARY 9, 2025

It equals 12 months of income (methods can be trailing or forward expected) divided by the market price of the stock, bond, ETF, or mutual fund. 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.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

JUNE 14, 2024

Nevertheless, these findings could reflect self-selection amongst advisors, with those who don't want to grow past a certain satisfying income (happily and profitably) remaining as solos, and those seeking greater growth upside joining teams.

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. For example, stocks are categorized by sectors, region, market capitalization, style, etc. Again, past performance is not indicative of future results, markets move, and correlations and relationships can change.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. awealthofcommonsense.com) There are a lot of different asset allocations you can live with.

Asset Allocation 261

Asset Allocation Financial Advising Startup Economy 261

A Wealth of Common Sense

NOVEMBER 26, 2023

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives.

Portfolio 123

Portfolio Asset Allocation Assets Marketing 123

Truemind Capital

NOVEMBER 8, 2024

Negative effects of a prolonged bull market. Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. Be prepared for crazy when the markets are calm.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Abnormal Returns

APRIL 2, 2023

abnormalreturns.com) Top clicks this week Just because you can invest in alternative assets, means you should. realreturns.blog) The stock market is almost always in a drawdown. awealthofcommonsense.com) Shifting your asset allocation based on economic forecasts is a fool's errand. morningstar.com) Asset location, 101.

Asset Allocation 173

Asset Allocation Assets Economics Portfolio 173

Abnormal Returns

NOVEMBER 11, 2022

Strategy Now is the time to clear out all your bad trades before the new bull market gears up. neckar.substack.com) The best asset allocation is one you can stick with. awealthofcommonsense.com) FTX FTX has filed for bankruptcy. nytimes.com) FTX, SBF and affiliates made all manner of investments.

Asset Allocation 242

Asset Allocation Financial Advising Media Engineering 242

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. This ensures you wont need to sell investments when markets are down, protecting your long-term financial plan and providing peace of mind during turbulent times.

Economics 78

Economics Asset Allocation Financial Planning Taxes 78

The Big Picture

NOVEMBER 7, 2022

Morningstar ) see also The Best Places to Get Income in the Bond Market Now : A lot of investors are abandoning the battered fixed-income market. The $24 Trillion Market That Predicts and Influences Interest Rates : The market for U.S. When Should You Change Your Asset Allocation? Are TIPS a Bargain?

Nonprofit 278

Nonprofit Asset Allocation Economy Economics 278