Abnormal Returns

FEBRUARY 11, 2024

npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. (barrons.com) Boeing's ($BA) downfall is a wakeup call. businessinsider.com) Global At least 19,000 Ukrainian children have been spirited away to Russia illegally. axios.com) Why academic freedoms is under attack in India.

Assets 230

Assets Financial Advising Valuation Media 230

Abnormal Returns

OCTOBER 30, 2023

Strategy There's nothing magic about asset allocation. obliviousinvestor.com) Do stocks really become less risky over the long run? morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. axios.com) Pharmaceutical companies are getting out to the consumer product business.

Asset Allocation 230

Asset Allocation Assets Pharmaceutical Financial Advising 230

Nerd's Eye View

MARCH 18, 2024

And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts. Often, sharing a connection through soft assets can be more valuable than the professional services of the COI – at least at first.

Assets 246

Assets Media Financial Advisor Professional Services 246

Abnormal Returns

APRIL 1, 2024

Markets How major asset classes performed in March 2024. capitalspectator.com) There has been a fair amount of equity return dispersion, YTD. mrzepczynski.blogspot.com) Strategy Why U.S. equity outperformance looks obvious in hindsight. behaviouralinvestment.com) International diversification is no panacea, but what's the alternative?

Assets 202

Assets Financial Advising Wealth Management Engineering 202

Financial Symmetry

JUNE 10, 2024

This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in … Continued The post Asset Location appeared first on Financial Symmetry, Inc. Did you know what account you place your investments in can make a meaningful difference in taxes over your investing lifetime?

Assets 64

Assets Taxes Accounting Investing 64

Abnormal Returns

JUNE 18, 2024

AlphaSense AlphaSense is buying Tegus. bloomberg.com) What next for AlphaSense? mattober.co) Private equity As alts go, so go pension fund returns. papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. alphaarchitect.com) Secondary PE investments are a necessary part of the system.

Assets 203

Assets Taxes Portfolio Management 203

Advisor Perspectives

AUGUST 27, 2024

Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.

Assets 52

Assets 52

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. ” Maria Vassalou’s favorite books and current reading The post MiB: Maria Vassalou, Goldman Sachs Asset Management appeared first on The Big Picture. .”

Assets 176

Assets Management Media Investing 176

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Notably, certain client assets have built-in creditor protection without the use of (often expensive) products or tools.

Education 246

Education Assets Clients Estate Planning 246

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 245

Assets Clients Portfolio Asset Allocation 245

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting. wsj.com) Companies Why Epic's win against Google ($GOOGL) matters.

Assets 234

Assets Financial Advising Media Economy 234

Wealth Management

JUNE 28, 2024

Asset managers continue to launch investment products that resonate with advisors. But what assets work best in the space, and how to deploy them into client portfolios, remains up for debate.

Assets 107

Assets Investing Investments Portfolio 107

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 246

Assets Financial Advisor Financial Planning Insurance 246

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 137

Assets Clients Investing Investments 137

Alpha Architect

AUGUST 23, 2024

Evergreen Private Equity Funds Attracting Assets was originally published at Alpha Architect. They were introduced to address the negatives of the traditional way to invest in private equity which had been in the form of partnerships. Please read the Alpha Architect disclosures at your convenience.

Assets 62

Assets Investing Investments 62

Abnormal Returns

NOVEMBER 5, 2023

Markets Small and mid-cap stocks have badly lagged large caps. awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. theirrelevantinvestor.com) Why you should avoid big investment shifts. humbledollar.com) Trading Brett Steenbarger, "The best traders evolve."

Assets 202

Assets Financial Advising Healthcare Economy 202

Abnormal Returns

OCTOBER 31, 2023

Strategy Money market returns look good.almost too good. wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." humbledollar.com) Why it's easy to say you will buy when stocks 'go on sale.' behaviouralinvestment.com) Crypto Vanguard is opting out of the Bitcoin ETF race.

Assets 200

Assets Financial Advising Media Economy 200

Wealth Management

JULY 25, 2024

The acquisition of the three East Coast-based firms will push F.L.Putnam’s assets under advisement above $10 billion, and its AUM will reach about $7.9

Assets 90

Assets Management 90

Wealth Management

SEPTEMBER 19, 2023

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

Assets 107

Assets Planning Government Accounting 107

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

APRIL 16, 2024

Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.

Assets 52

Assets 52

Random Roger's Retirement Planning

JUNE 27, 2024

I don't minimize the benefits of being lucky but when someone understands how correlations work and how to implement some of the portfolio into low and negatively correlated assets, they are creating their own good luck.maybe? It's an interesting thought exercise. Luck can trickle into portfolio results in a bunch of different ways.

Assets 95

Assets Portfolio Clients Taxes 95

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

Wealth Management

AUGUST 19, 2024

IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.

Assets 91

Assets Management Marketing Marketing 91

Advisor Perspectives

DECEMBER 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 B) Total Mortgages C) Taxes Receivable D) Student Loans

Accounting 119

Accounting Assets Taxes 119

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 137

Asset Allocation Assets Investing Investments 137

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 144

Assets Management Investing Investments 144

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

Meb Faber Research

NOVEMBER 22, 2023

Episode #509: Austin Root, Stansberry Asset Management – The Case For Productive Assets Guest: Austin Root is the Chief Investment Officer of Stansberry Asset Management.

Assets 69

Assets Management Investing Investments 69

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. Please read the Alpha Architect disclosures at your convenience.

Assets 102

Assets Investing Investments 102

Advisor Perspectives

JULY 30, 2024

Improving inflation and growth scenarios should enhance the equities and bond dynamic for multi-asset investors.

Assets 52

Assets 52

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 110

Assets Portfolio 110

Wealth Management

JULY 16, 2024

Time to bust the myth of gold as a safe-haven asset.

Assets 100

Assets 100

Truemind Capital

FEBRUARY 8, 2024

Simply, by applying a dynamic asset allocation plan – increase equity allocation when equity gets cheaper and reduce equity allocation when it is expensive compared to historical standards. Many investors do not realize the importance of asset allocation which contributes 80% of the outcome of the overall return.

Asset Allocation 52

Asset Allocation Assets Portfolio Planning 52

Advisor Perspectives

JANUARY 25, 2024

Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.

Assets 52

Assets 52