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

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 238

Education Assets Clients Estate Planning 238

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 173

Assets Management Media Investing 173

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 236

Assets Financial Advising Media Economy 236

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 204

Assets Financial Advising Healthcare Economy 204

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

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 112

Assets Planning Government Accounting 112

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 220

Assets Financial Advisor Financial Planning Insurance 220

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 188

Assets Clients Portfolio Asset Allocation 188

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

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

Wealth Management

MARCH 5, 2024

Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.

Assets 107

Assets Investing Investments 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

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

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 68

Assets Management Investing Investments 68

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 143

Assets Management Portfolio Investing 143

Wealth Management

JANUARY 29, 2024

Some asset managers claim now might be a good moment to get more exciting returns. Historically, infrastructure had been prized for its “safety and stability.”

Assets 104

Assets Management 104

Wealth Management

OCTOBER 17, 2023

Charles Schwab execs say RIA asset attrition ahead of the Labor Day conversion was less than expected, even with a “substantial” number of RIAs actively booted in the TD Ameritrade merger.

Assets 107

Assets Numbers 107

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

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

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 111

Assets Portfolio 111

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 101

Assets Clients Investing Investments 101

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 132

Asset Allocation Assets Investing Investments 132

Ron A. Rhodes

OCTOBER 2, 2023

stock asset classes, and even more significant losses in many… September 30, 2023 After a stellar first half of 2023, the third quarter of 2023 saw losses in most U.S.

Assets 88

Assets Asset Allocation Valuation Financial Advisor 88

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 82

Asset Allocation Assets Marketing Marketing 82

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

Truemind Capital

JANUARY 22, 2024

Not exactly for the Russia-Ukraine event, but for all the possible events that can puncture the bubble in various asset classes that were created on the back of unlimited and cheap liquidity. The runup in any asset class creates a delusion that the rally will be permanent. Read below to know HOW.

Asset Allocation 52

Asset Allocation Assets Valuation Portfolio 52

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 189

Assets Startup Financial Advising Media 189

Advisor Perspectives

MARCH 9, 2024

will continue hiring in China for its asset management business as it targets growth in the world’s second-largest economy. JPMorgan Chase & Co.

Assets 59

Assets Management Economy 59

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 108

Assets Management Economics 108

Advisor Perspectives

MARCH 2, 2024

Multi-asset income strategies are becoming more popular, but some may bake in more risk than expected. The key is designing complementary exposures.

Assets 52

Assets 52

FMG

FEBRUARY 7, 2024

As a software solution, Asset-Map helps advisors organize client info and deliver financial plans through a visual medium, allowing them to save time and offer greater clarity to their clients. Many advisors that leverage Asset-Map’s software also feature the tool on their website as part of their prospecting efforts.

Assets 52

Assets Wealth Management Clients Management 52

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 115

Assets Clients 115

Advisor Perspectives

APRIL 18, 2024

GMO has published a new 7-Year Asset Class Forecast.

Assets 52

Assets 52

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 72

Assets Investing Investments 72