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?

Asset Allocation 220

Asset Allocation Portfolio Management Portfolio Assets 220

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 237

Asset Allocation Wealth Accumulation Assets Portfolio 237

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 Clients 52

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). 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.

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Management Investing Investments Portfolio Management 218

Abnormal Returns

JANUARY 24, 2023

kitces.com) How higher interest rates affect a return-stacked portfolio. blog.thinknewfound.com) A century long look at various asset allocation strategies. papers.ssrn.com) How investment management operations are organized matters more than any 'model' they follow.

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Investing Investments Asset Allocation Portfolio 147

The Irrelevant Investor

FEBRUARY 25, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF. The post Talk Your Book: Investing for Income appeared first on The Irrelevant Investor.

Asset Allocation 74

Asset Allocation Investing Investments Portfolio Management 74

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

Investing 105

Investing Investments Risk Tolerance Asset Allocation 105

Validea

JANUARY 25, 2024

In our latest episode of Show Us Your Portfolio, we are joined by Fairlead Strategies founder Katie Stockton. We discuss how Katie thinks about managing her personal portfolio and the investing process.

Portfolio 52

Portfolio Asset Allocation Financial Advisor Assets 52

The Big Picture

APRIL 26, 2024

This week, we speak with Dr. Ed Yardeni, President of Yardeni Research , a provider of global investment strategies and asset-allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City.

Asset Allocation 130

Asset Allocation Advertising Engineering Media 130

Nerd's Eye View

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.

Assets 185

Assets Clients Portfolio Asset Allocation 185

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.

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Asset Allocation Portfolio Investment Advisor Assets 92

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.

Assets 291

Assets Management Asset Allocation Risk Management 291

A Wealth of Common Sense

FEBRUARY 26, 2024

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

Asset Allocation 63

Asset Allocation Portfolio Management Investing Investments 63

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Investing Investments 98

Brown Advisory

FEBRUARY 26, 2021

2021 Asset Allocation Perspectives and Outlook. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.

Asset Allocation 52

Asset Allocation Assets Valuation Clients 52

The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Validea

SEPTEMBER 30, 2022

In this episode of Show Us Your Portfolio, we speak with SpotGamma founder Brent Kochuba. In this episode, we talk about how Brent uses that expertise to construct his personal portfolio. We also discuss charitable giving, obstacle course racing, Brent’s biggest investment mistake and a lot more. Listen on Apple.

Portfolio 64

Portfolio Asset Allocation Assets Investing 64

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. mailchi.mp) How portfolio complexity is too much? morningstar.com) Asset location, 101.

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Asset Allocation Assets Economics Portfolio 173

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. It is also essential to recheck your allocation from time to time. Rebalancing is a critical step that can help you optimize your portfolio’s performance.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Abnormal Returns

DECEMBER 15, 2023

youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing.

Asset Allocation 147

Asset Allocation Portfolio Management Economy Portfolio 147

Validea

APRIL 20, 2023

is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg. In a recent note, strategists from the research department of the firm advised dividing up the standard asset allocation and shifting “from broad allocations to public equities and bonds.”

Portfolio 52

Portfolio Asset Allocation Healthcare Assets 52

Abnormal Returns

SEPTEMBER 26, 2023

(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. morningstar.com) Achieving these three portfolio goals simultaneously is tough.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Discipline Funds

FEBRUARY 21, 2023

The problem with investing is that these time horizons involve uncertainty because we do not know the time horizons over which certain instruments exist and protect us. Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process.

Asset Allocation 52

Asset Allocation Investing Investments Portfolio Management 52

Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. I am also seeing an increasing exposure to equity even in those portfolios where investors have a very low-risk appetite. There is still reasonable value in large-cap value stocks.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

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 194

Financial Planner Asset Allocation Clients Risk Management 194

Darrow Wealth Management

JUNE 27, 2022

Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. equity may be able to help reduce risk in a portfolio. By way of example, consider this hypothetical 60/40 portfolio of stocks to bonds.

Portfolio 52

Portfolio Investing Investments Valuation 52

Random Roger's Retirement Planning

NOVEMBER 21, 2023

First up was a webinar about model portfolios at ETF.com. Outsourcing the work related to actually being an advisor would not feel right to me and I enjoy what I get to do including portfolio construction. I think that when investors hear about model portfolios they sort of think in terms of set and forget.

Portfolio 72

Portfolio Asset Allocation Math Compliance 72

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. newyorker.com) Venture capital More VC funds are running out time while still holding investments.

Asset Allocation 210

Asset Allocation Financial Advising Startup Economy 210

A Wealth of Common Sense

JULY 13, 2023

All of my investment accounts are 100% invested in stocks. The one thing I have a hard time finding a tried and true answer on when I do research is how to best allocate my stock investments among large-cap, mid-cap, international, emerging markets, etc. A reader asks: I am a 34-year-old with a high risk tolerance.

Risk Tolerance 75

Risk Tolerance Investing Investments Portfolio 75

Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Management Investing Investments 52

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. The ideal investment term for each instrument also differs. So, the decision to pick an option can depend on the investment term and whether or not it aligns with your financial goals. This is why portfolio risk management can be very critical.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Random Roger's Retirement Planning

APRIL 10, 2024

There is of course the unpleasant reality that some number of people buying in will die right after the cutoff to sell getting nothing or almost nothing out of it and surrendering their investment. If the cutoff is exactly 80 and someone dies two months later, would they let the family get the investment back? Is that realistic?

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

Abnormal Returns

JANUARY 18, 2023

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. tenpercent.com) Investing The stock market looks different depending on your time horizon.

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Asset Allocation Insurance Banking Portfolio 206

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 Assets Portfolio Investing 52

International College of Financial Planning

JULY 31, 2023

Investing is essential to achieving our financial goals, whether saving for retirement, funding our children’s education, or building wealth for the future. However, eliminating the complex world of investments can be challenging, and many individuals fall prey to common investment mistakes that can hinder their financial success.

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Investment Advisor Investing Investments Risk Tolerance 52

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

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Investing Investments Portfolio Assets 105