Assets Related Topics 
Abnormal Returns
AUGUST 5, 2022
Markets Crude oil prices are down to February levels. axios.com) Why the crypto market is smaller than reported. wsj.com) Startups Y Combinator is shrinking it new class of startups. techcrunch.com) Startups are turning to the debt markets while the IPO window is shut.
A Wealth of Common Sense
NOVEMBER 3, 2022
A reader asks: My question is how does asset allocation strategy change with your net worth? Asset AllocationFor example, should someone of the same age with $10 million in net worth have the same allocation as someone with $1 million?
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A Wealth of Common Sense
NOVEMBER 10, 2022
Asset Allocation
Alpha Architect
JANUARY 3, 2023
In this article about asset pricing theory, we examine the research on the impact of technological advances that displace human labor in favor of machine capital to asset pricing. Automation and Asset Pricing Theory was originally published at Alpha Architect.
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A critical risk now facing community banks from the technology world and how to solve it.
Alpha Architect
AUGUST 1, 2022
DIY Asset Allocation Weights: August 2022 was originally published at Alpha Architect. Index Updates Research Insights Tool Updates Tactical Asset Allocation ResearchNo exposure to domestic equities. No exposure to international equities. No exposure to REITs.
Nerd's Eye View
JANUARY 18, 2023
Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.
Advisor Perspectives
JANUARY 2, 2023
Contrary to what financial theory predicts, new research from Europe shows that the elderly accumulate assets later in life than expected, likely because they want to leave bequests, are receiving pensions, or are reluctant to part with assets such as their homes
A Wealth of Common Sense
OCTOBER 27, 2022
Asset AllocationA reader asks: Wow, unusual year with both stocks and bonds down at the same time. I’m in my early 60’s and still 5-7 years from retirement.
Abnormal Returns
SEPTEMBER 1, 2022
Strategy There's still too much closet indexing going on. ft.com) People who get out of the market have a hard time getting back in. evidenceinvestor.com) Companies Netflix ($NFLX) is planning to charge premium rates for ads. wsj.com) Snap ($SNAP) simply overhired during pandemic.
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Mish Talk
NOVEMBER 28, 2022
Crypto Firms in Bankruptcy Proceedings End of an Era The Balance Sheet Assets $256 million. The firm, founded in 2017 by Zac Prince and Flori Marquez and backed by Thiel Capital spinout Valar Ventures, lends money to customers using their cryptocurrency assets as collateral.
Random Roger's Retirement Planning
OCTOBER 30, 2022
It's time for the (almost) annual health post. I've done quite a few of these over the years usually coinciding with re-upping health insurance. It seems crazy that we all have to start over every year to sign up for health insurance. Healthcare was a mess and then the Affordable Care Act broke it to the point that it appears no one knows how to fix it. When ACA was in the process of being passed into law, skeptics were saying it was a Trojan horse on the way to socialized medicine.
Alpha Architect
OCTOBER 14, 2022
It is well documented in the literature that over the long term, low-investment firms have outperformed high-investment firms—with the negative relation between asset growth (AG) and future stock returns particularly featured by the overvaluation of high AG stocks.
Advisor Perspectives
JANUARY 12, 2023
GMO 7-year asset class forecast: 4Q 2022
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Mish Talk
DECEMBER 4, 2022
The liquidators later ordered the transfer of the unit’s crypto assets to a digital wallet controlled by the Bahamian government. million in assets in FTX Turkey Teknoloji Ve Ticaret AS. FTX squabble image from WSJ Tweet Below.
Advisor Perspectives
JANUARY 23, 2023
For the 15 years preceding 2022, asset management was a great business, fueled by near-double-digit AUM growth driven by rising equity and bond markets. My guest today is here to discuss what that means for asset managers, advisors, and the consumer who ultimately own mutual funds and ETFs
Steven J. Wilson
OCTOBER 12, 2022
Your brand assets are a crucial part of your brand identity. The post Brand Assets: How To Leverage Brand Assets To Grow Faster appeared first on Steven J.
Wealth Management
JANUARY 13, 2023
Will the lenders come to collect? Yes, they almost certainly will
Good Financial Cents
JANUARY 16, 2023
Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments.
Wealth Management
JANUARY 5, 2023
While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance
Advisor Perspectives
SEPTEMBER 23, 2022
Asset bubbles have been prevalent throughout history
Wealth Management
DECEMBER 15, 2022
Real estate has historically been a preferred asset class because of its tremendous capabilities to build wealth. But there's more to consider to meet your goals
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.,
Advisor Perspectives
JANUARY 7, 2023
Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? Official Reserve Assets. Pop Quiz!
Alpha Architect
DECEMBER 19, 2022
Bigger is Not Always Better in Asset Management was originally published at Alpha Architect. Pastor, Stambaugh, and Taylor (2015) and Zhu (2018) provide significant evidence of decreasing returns to scale (DRS) at both the fund and industry levels.
Wealth Management
JANUARY 26, 2023
Costly appraisals could siphon away dollars that would have flowed to charities instead
Wealth Management
DECEMBER 1, 2022
Invenio Wealth Partners in Florida, with $250 million in assets, expands tru Independence's presence in the Southeast
Alpha Architect
OCTOBER 25, 2022
In this article, the author examines several important questions related to asynchronous trading, or the variation in trading frequency that occurs when trading stocks or other assets. Bias in Beta and Implications for Empirical Asset Pricing was originally published at Alpha Architect.
Good Financial Cents
NOVEMBER 9, 2022
Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. When it comes to income-producing assets, more is always better !
Wealth Management
NOVEMBER 10, 2022
Asset allocation is one of the most important portfolio decisions for investors. However, advisors who rely solely on asset allocation-based analyses may face inherent blind spots that negatively impact their clients.
Wealth Management
JANUARY 25, 2023
Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals
Pacifica Wealth
FEBRUARY 20, 2022
The purpose of protecting your assets from frivolous lawsuits is to safeguard what you’ve worked your life to achieve. Protecting your assets using liability insurance is entirely legal, ethical, and even affordable. Teenagers can put a family’s assets at risk, especially if they drive.
Wealth Management
JANUARY 13, 2023
In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others
Validea
AUGUST 4, 2022
Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such as brands and intellectual property. All Brands Excess Returns Podcast Featured Intangible Assets Kai Wu Network Effects Value Investing
Wealth Management
NOVEMBER 21, 2022
A flexible, multi-asset approach can enable investors to adapt to changing market conditions and pursue their objectives Market uncertainty, high inflation and rising interest rates have emphasized the importance of flexibility in seeking compelling investment opportunities.
Wealth Management
NOVEMBER 22, 2022
We asked which assets will be the best store of wealth for the next decade. Here’s what we found out
Wealth Management
OCTOBER 31, 2022
In spite of concerns over inflation and potential recession, as well as some lagging pandemic effects, hotel asset managers expect RevPAR levels to exceed 2019 figures
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