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Friday links: undeserved assets

Abnormal Returns

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 178
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When Should You Change Your Asset Allocation?

A Wealth of Common Sense

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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How Should You Choose Your Asset Allocation?

A Wealth of Common Sense

Asset Allocation

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Automation and Asset Pricing Theory

Alpha Architect

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.

Assets 67
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The Threat That Could End Community Banking & What To Do About It

A critical risk now facing community banks from the technology world and how to solve it.

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DIY Asset Allocation Weights: August 2022

Alpha Architect

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.

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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

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 160
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The Elderly Keep Accumulating Assets

Advisor Perspectives

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 91
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Which Asset Class is More Attractive Right Now: Stocks or Bonds?

A Wealth of Common Sense

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.

Assets 100
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Thursday links: the ultimate scarce asset

Abnormal Returns

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.

Assets 130
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Long-Term Care Considerations in Estate Planning

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.

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BlockFi Bites the Dust, Hundreds of Thousands of Customer Assets Wiped Out

Mish Talk

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.

Assets 186
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Your Most Important Asset

Random Roger's Retirement Planning

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.

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Lottery Demand and the Asset Growth Anomaly

Alpha Architect

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.

Assets 83
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GMO 7-Year Asset Class Forecast: 4Q 2022

Advisor Perspectives

GMO 7-year asset class forecast: 4Q 2022

Assets 63
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Test Asset for Integration

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Global Squabbles Erupt Around the World Over the Remaining Crypto Assets of FTX

Mish Talk

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.

Assets 161
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The Post-2022 Asset Management Landscape

Advisor Perspectives

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

Assets 52
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Brand Assets: How To Leverage Brand Assets To Grow Faster

Steven J. Wilson

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.

Assets 52
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Recession, Personal Guarantees and Asset Protection

Wealth Management

Will the lenders come to collect? Yes, they almost certainly will

Assets 94
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Yieldstreet Review: Should You Invest In Alternative Assets?

Good Financial Cents

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.

Assets 73
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2023 Predictions for the Digital Asset Ecosystem

Wealth Management

While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance

Assets 99
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Asset Bubbles & Forward Returns

Advisor Perspectives

Asset bubbles have been prevalent throughout history

Assets 52
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Understanding Commercial Real Estate Asset Classes

Wealth Management

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 83
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Relative Sentiment and Machine Learning for Tactical Asset Allocation: Out-of-Sample Results

Alpha Architect

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.,

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The Fed's Financial Accounts: What Are Uncle Sam's Largest Assets?

Advisor Perspectives

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!

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Why WisdomTree is Gaining Assets

Advisor Perspectives

Assets 83
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Bigger is Not Always Better in Asset Management

Alpha Architect

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.

Assets 68
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Recent IRS Digital Asset Guidance a Mixed Bag for Donors

Wealth Management

Costly appraisals could siphon away dollars that would have flowed to charities instead

Assets 86
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tru Independence Passes $1B in New Assets in 2022

Wealth Management

Invenio Wealth Partners in Florida, with $250 million in assets, expands tru Independence's presence in the Southeast

Assets 87
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Bias in Beta and Implications for Empirical Asset Pricing

Alpha Architect

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.

Assets 67
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21 Top Income Producing Assets to Help You Grow Wealth

Good Financial Cents

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 !

Assets 73
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Asset Allocation: Is It Enough?

Wealth Management

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.

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WealthStack Roundup: Asset-Map Partners with Cetera; Elements Receives $5M in Funding; Lumiant Partners with DMW Strategic Consulting

Wealth Management

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals

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Protecting Your Assets from Lawsuits

Pacifica Wealth

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.

Assets 52
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RIA Edge Roundup: $12.6B+ in Assets on the Move

Wealth Management

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others

Assets 87
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Constructing an Intangible Asset Based Value Strategy with Kai Wu

Validea

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

Assets 56
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Seeking Yield and Return Potential With Flexible Multi-Asset Investing

Wealth Management

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.

Assets 83
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Financial Experts Say These Assets Will Safeguard Client Money

Wealth Management

We asked which assets will be the best store of wealth for the next decade. Here’s what we found out

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Hotel Asset Managers Optimistic About Near-Term Sector Outlook

Wealth Management

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

Assets 83