The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investing 147

Nerd's Eye View

JUNE 6, 2023

Adam is a principal with RubinGoldman and Associates, and the Founder and CEO of Asset-Map, a financial planning tool that helps financial advisors create a visual representation of their clients’ financial situation, reaching over 1.25 Welcome back to the 336th episode of the Financial Advisor Success Podcast ! million users.

Assets 200

Assets Financial Advisor Financial Planning CFP 200

A Wealth of Common Sense

SEPTEMBER 5, 2023

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight. Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance.

Asset Allocation 84

Asset Allocation Assets Marketing Marketing 84

Advisor Perspectives

JULY 25, 2023

Investors should consider diversifying their credit exposure with asset-backed lending strategies, which offer a fixed income allocation, a potential inflation hedge, and downside protection with collateralized assets.

Assets 98

Assets 98

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. Liabilities $1 to $10 billion.

Assets 214

Assets Management Economics 214

Advisor Perspectives

SEPTEMBER 27, 2023

However, I don't see them as distinct assets deserving of allocations. Investors have been increasingly allocating to various alternative investments. As I discuss in my article below, I consider alternatives investment styles and as optional for portfolios as taste is for nutrition.

Assets 59

Assets Portfolio Investing Investments 59

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 171

Assets Portfolio Clients Asset Allocation 171

Alpha Architect

MAY 19, 2023

I’ve received calls from clients inquiring about moving assets to gold. Gold as a Safe-Haven Asset was originally published at Alpha Architect. When I asked them why, three reasons dominated. Please read the Alpha Architect disclosures at your convenience.

Assets 106

Assets Clients Investing Investments 106

The Irrelevant Investor

MAY 14, 2023

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. The post Talk Your Book: Fidelity Digital Assets Mailbag appeared first on The Irrelevant Investor.

Assets 108

Assets Portfolio 108

Wealth Management

AUGUST 29, 2023

The proposals aim to align tax reporting on digital assets with that of other financial assets.

Assets 116

Assets Taxes 116

The Irrelevant Investor

AUGUST 20, 2023

On today’s show, we discuss: Why structured products are more popular internationally Investment trends and structured products Customizing your own assets How advisors are utilizing structured notes in 2023 What go. The post Talk Your Book: Customizing Your Assets appeared first on The Irrelevant Investor.

Assets 70

Assets Investing Investments 70

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.

Assets 111

Assets 111

Advisor Perspectives

SEPTEMBER 8, 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 B) Total Mortgages C) Taxes Receivable D) Student Loans

Assets 111

Assets Accounting Taxes 111

A Wealth of Common Sense

NOVEMBER 3, 2022

A reader asks: My question is how does asset allocation strategy change with your net worth? For example, should someone of the same age with $10 million in net worth have the same allocation as someone with $1 million? These huge pools of capital liked to call themselves “sophisticated” invest.

Asset Allocation 136

Asset Allocation Assets Investing Investments 136

A Wealth of Common Sense

AUGUST 21, 2023

On today’s show, we discuss: Why structured products are more popular internationally Investment trends and structured products Customizing your own assets How advisors are utilizing structured notes in 2023. We had Matt Radgowski, CEO of Halo Investing to discuss an update on structured products.

Assets 76

Assets Investing Investments 76

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. In Turkey, authorities have seized the assets of FTX’s local subsidiary, an affront to Mr. Ray’s efforts to sweep FTX’s assets into the chapter 11 process in Delaware. Turkey found nearly $3.1

Assets 176

Assets Banking Government Commission 176

Wealth Management

FEBRUARY 1, 2023

Managing a real estate asset through uncertain economic times largely relies on controlling expenses and optimizing revenue. Getting these fundamentals right is something that good property managers excel at.

Assets 116

Assets Management Economics 116

Wealth Management

AUGUST 24, 2023

The transition of 2,600 advisors and more than $50 billion in assets is expected to take more than a year and increase LPL’s earnings by $60 million

Assets 98

Assets Retail 98

Discipline Funds

SEPTEMBER 7, 2023

where I’ve laid out my overarching methodology and process for thinking about asset allocation. 02:32 – Cullen’s goals with his personal portfolio 04:50 – Matching the duration of assets with liabilities 09:38 – How Cullen views retirement 14:28 – Do Cullen’s macro views influence his portfolio?

Assets 59

Assets Asset Allocation Portfolio Valuation 59

Wealth Management

APRIL 19, 2023

Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes.

Assets 119

Assets Clients 119

Wealth Management

AUGUST 24, 2023

Now in its fourth year, the virtual advisor technology conference AdviceTech.Live is run by Asset-Map, features 10-minute presentations from 20 companies and will be free to attend for the first time.

Assets 98

Assets 98

Wealth Management

JULY 7, 2023

Mercer Global Advisors picked up two more firms with more than half a billion in combined assets, while Robertson Stephens, WEG, NewEdge Wealth, Hub International, Kestra, and RFG all announced new additions this week.

Assets 105

Assets 105

Wealth Management

SEPTEMBER 1, 2023

Eric Ervin, CEO of Onramp Invest, recently acquired by Securitize, discusses wealth management in the age of digital assets.

Assets 111

Assets Investing Investments Wealth Management 111

Advisor Perspectives

JUNE 9, 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 B) Total Mortgages C) Taxes Receivable D) Student Loans

Assets 131

Assets Accounting Taxes 131

Wealth Management

JUNE 2, 2023

More than $140 billion in transacted assets at RIAs was announced this week as milestones were achieved and new territory was conquered.

Assets 105

Assets 105

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.

Assets 202

Assets Financial Advising Startup Taxes 202

Wealth Management

JUNE 4, 2023

Demand for asset managers is so high that our firm has seen executive searches in the asset management sector triple over the last year.

Assets 111

Assets Management 111

Wealth Management

MARCH 23, 2023

With this acquisition, the two firms now have a collective $21 billion in platform assets.

Assets 119

Assets Management 119

Validea

APRIL 17, 2023

Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn’t the whole story.

Assets 52

Assets Asset Allocation Portfolio Taxes 52

Wealth Management

MAY 25, 2023

Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.

Assets 111

Assets Retail Investing Investments 111

Wealth Management

FEBRUARY 28, 2023

Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.

Assets 98

Assets Commission Clients 98

Validea

SEPTEMBER 23, 2023

In this episode, we take a deep dive into quantitative investing with Michael Robbins, author of the new book “Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.” 01:58 – Why Michael wrote the book 04:11 – Is it better if the math or the finance comes first?

Assets 52

Assets Management Risk Management Math 52

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.

Assets 98

Assets 98

Meb Faber Research

MARCH 29, 2023

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass Guest: Jeroen Blokland is founder or True Insights, an independent research provider, and previously spent over a decade at Robeco.

Assets 97

Assets Financial Market Investing Investments 97