Abnormal Returns

DECEMBER 10, 2023

allstarcharts.com) Investing is hard. awealthofcommonsense.com) What happens after a 20% up year for the stock market? tker.co) The more room you can put between yourself and your investments, the better. awealthofcommonsense.com) There are a lot of different asset allocations you can live with. Really hard.

Asset Allocation 305

Asset Allocation Assets Investments Investing 305

The Big Picture

AUGUST 23, 2023

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

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Investing Investments Asset Allocation Healthcare 246

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

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

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

Abnormal Returns

JULY 30, 2024

Asset allocation Bonds have some yield now, but that doesn't mean they are the best portfolio diversifier. rogersplanning.blogspot.com) Crowding How crowding affects active investment returns. acadian-asset.com) The market is made up of people. papers.ssrn.com) Estimating transaction costs in the foreign exchange market.

Asset Allocation 258

Asset Allocation Portfolio Assets Investments 258

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

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. papers.ssrn.com) Research Is sector-neutrality a mistake in factor investing?

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Asset Allocation Portfolio Management Portfolio Assets 276

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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Assets Management Asset Allocation Risk Management 306

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

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.

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Taxes Portfolio Asset Allocation Assets 139

Abnormal Returns

AUGUST 27, 2023

Top clicks this week Better investing comes from better decision making. ritholtz.com) Asset allocation is not a science. blog.validea.com) The only way to learn about investing is actually putting money on the line. newcomer.co) The stock market is laser-focused on interest rates.

Asset Allocation 244

Asset Allocation Media Retirement Assets 244

Carson Wealth

JANUARY 22, 2025

Understanding Market Volatility and Its Effects Youve probably heard the stock market described as volatile in recent years. But what does this mean for your portfolio, and how can you continue to protect and grow your assets during these times? What Is Market Volatility?

Investing 52

Investing Investments Marketing Marketing 52

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. sherwood.news) Investing Every generation learns the lessons of the markets their own way. humbledollar.com) The problem with a 'forever home' mindset.

Asset Allocation 274

Asset Allocation Retirement Portfolio Assets 274

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 101

Portfolio Marketing Marketing Investing 101

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.

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The Chicago Financial Planner

FEBRUARY 5, 2022

Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market. The indicator says that a win by a team from the old pre-merger NFL is bullish for the stock market, while a win by a team from the old AFL is a bad sign for the markets. Rams) won in 2000 and the market dropped. Costs matter.

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Investments Investing Financial Planner Risk Tolerance 184

Abnormal Returns

MARCH 20, 2024

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

Asset Allocation 278

Asset Allocation Retirement Commission Taxes 278

Abnormal Returns

JANUARY 24, 2023

Private equity Allocators need better models to value their private holdings. alphaarchitect.com) Factors The case for diversifying away from the market factor. blog.thinknewfound.com) A century long look at various asset allocation strategies. kitces.com) How higher interest rates affect a return-stacked portfolio.

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Investments Investing Asset Allocation Portfolio 147

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

Abnormal Returns

SEPTEMBER 26, 2023

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

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Asset Allocation Financial Advising Assets Media 278

Dear Mr. Market

APRIL 2, 2025

Dear Mr. Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion?

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Investments Investing Valuation Advertising 78

Darrow Wealth Management

MARCH 3, 2025

Because of these differences, stocks and bonds accomplish different things in an asset allocation. Bonds, however, are more stable investments that provide income, but have much less upside. For example, stocks are categorized by sectors, region, market capitalization, style, etc.

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

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

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. Meb has authored numerous books, whitepapers and blog posts, and is the host of The Meb Faber Show podcast.

Asset Allocation 75

Asset Allocation Assets Investing Investments 75

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. Chief Investment Officer ). When Should You Change Your Asset Allocation?

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Nonprofit Asset Allocation Economy Economics 278

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

Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

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Asset Allocation Investing Investments Assets 131

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

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. nytimes.com) FTX, SBF and affiliates made all manner of investments. awealthofcommonsense.com) FTX FTX has filed for bankruptcy.

Asset Allocation 242

Asset Allocation Financial Advising Media Engineering 242

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.

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Asset Allocation Assets Economics Portfolio 173

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.

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Assets Clients Portfolio Asset Allocation 245

Tobias Financial

MARCH 16, 2025

As you work toward your financial goals, regularly reviewing your investment portfolio is essential. Whether youre new to investing or have years of experience, taking a step back to evaluate your strategy can help ensure that your portfolio remains aligned with your objectives, especially in times of market uncertainty and volatility.

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Truemind Capital

JANUARY 10, 2025

In the recent market correction, I observed many finfluencers and mutual fund distributors cajoling their over-concerned audience & customers by giving them reasons regarding why the markets will bounce back soon and why they should think of the long term and not worry too much. They understand what to expect from investments.

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Marketing Marketing Asset Allocation Portfolio 52

Tobias Financial

NOVEMBER 4, 2024

In financial circles, this will inevitably include discussion of the potential impact on markets. But should elections influence long-term investment decisions? For context, it is helpful to think of markets as a powerful information-processing machine. This makes consistently outguessing market prices very difficult.

Marketing 52

Marketing Marketing Asset Allocation Commission 52

Nerd's Eye View

MARCH 8, 2024

Read More.

Financial Planner 246

Financial Planner Asset Allocation Clients Risk Management 246

Random Roger's Retirement Planning

MARCH 20, 2025

It doesn't adjust dynamically to volatility or exploit market anomalies effectively." 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.

Investments 59

Investments Investing Portfolio Asset Allocation 59