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. Portfolio. Asset Allocation. None whatsoever.

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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.

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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.

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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.

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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.

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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.

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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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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.

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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.

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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. obliviousinvestor.com) How to rebalance your portfolio.

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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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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. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Yields can be deceptive, though.

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

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Alpha Architect

APRIL 7, 2025

This has critical implications for portfolio construction and risk management. Understanding What Drives Momentum in Global Stock Markets was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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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.

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Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? 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. nytimes.com) It's easy to load up on cash, harder to put it to work.

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The Big Picture

OCTOBER 22, 2022

Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfolio manager to CIO. TARA: There Are Reasonable Alternative.

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Nerd's Eye View

JANUARY 4, 2023

And when it comes to retirement planning, one popular technique is the use of ‘guardrails’, which set an initial monthly withdrawal rate that can be later adjusted as the size of the client’s portfolio changes. In the case of a market downturn, advisors can wait an agreed amount of time (e.g.,

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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. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Thats not their job.

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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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WiserAdvisor

DECEMBER 2, 2022

When investors create an investment portfolio, they consider several factors, like risk, asset class, inflation, etc., However, what is equally critical when it comes to creating a portfolio is asset allocation and selection. If not allocated efficiently, you may become subject to a slew of taxes and other charges.

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Nerd's Eye View

OCTOBER 23, 2024

However, over the years, the 1% AUM fee has faced criticism from those who argue that it reduces the value of a portfolio by more than the advisor's guidance adds. And almost any 'normal' household expenditure can add up to a lot when it's compounded out, at a market rate of return, for multiple decades.

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Alpha Architect

JULY 29, 2024

Transaction costs have a first-order effect on the performance of currency portfolios. Transaction costs for asset allocation and foreign exchange markets was originally published at Alpha Architect.

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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.

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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.

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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?

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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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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. Of course, nobody can tell when & how.

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MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio.

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Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households.

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Nerd's Eye View

MARCH 8, 2024

Read More.

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Discipline Funds

MARCH 10, 2025

As I write this the US stock market is down -2.5% This is what the stock market does. Over long periods of time the stock market will go up in value because corporations accrue revenues and profits over long periods of time. In the short-term, however, the stock market is virtually unpredictable. on the day.

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The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. The PBS Frontline special The Retirement Gamble put much of the blame on Wall Street and they are right to an extent, especially as it pertains to the overall market drop. Review and rebalance .

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Darrow Wealth Management

MARCH 13, 2025

If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Since single stocks don’t move like the broader market, you’re exposed to much greater risk.

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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. kitces.com) How higher interest rates affect a return-stacked portfolio. blog.thinknewfound.com) A century long look at various asset allocation strategies.

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Meb Faber Research

APRIL 26, 2024

Guest: Catherine LeGraw is a member of GMO’s Asset Allocation Team. ” She […] The post Episode #530: GMO’s Catherine LeGraw – Capitalizing on Global Asset Allocation in 2024 appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Gen Y Planning

MARCH 10, 2025

As we move through the first quarter of 2025, weve had several clients, colleagues, and friends reach out with questions about recent market movements and the impact of tariff discussions on their personal financial plan. Market Impact and Recent Volatility You’ve likely noticed the markets have been up and down over the past few weeks.

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