Abnormal Returns

AUGUST 21, 2023

Asset allocation Asset allocation is not a science. insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 241

Asset Allocation Financial Advising Media Assets 241

Abnormal Returns

MAY 5, 2024

billion in assets in 28 ETFs. disciplinefunds.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media For better or worse, Nashville is rapidly transforming. bloomberg.com)

Financial Advising 201

Financial Advising Medical Economy Media 201

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Alternative assets are not all that alternative. wired.com) Asset allocation How various asset classes performed during a recession. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench.

Asset Allocation 255

Asset Allocation Financial Advising Assets Media 255

Abnormal Returns

NOVEMBER 30, 2023

demystifyingmarkets.com) Charlie Munger's greatest asset may have been a lifelong friendship. safalniveshak.com) Books A review of “The Missing Billionaires: A Guide to Better Financial Decisions” by Victor Haghani and James White. marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom.

Financial Advising 246

Financial Advising Portfolio Management Media Economics 246

Abnormal Returns

NOVEMBER 12, 2023

allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall? econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities.

Financial Advising 229

Financial Advising Economics Economy Manufacturing 229

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. rationalwalk.com) WeWork ($WE) bonds trade at cents on the dollar. (econbrowser.com) Global economic growth numbers don't tell us much. bloomberg.com) Earlier on Abnormal Returns Adviser links: a positive experience. coindesk.com) Companies Berkshire Hathaway ($BRK.A)

Financial Advising 217

Financial Advising Media Economy Economics 217

Abnormal Returns

JUNE 26, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. (abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter. nytimes.com) A 2019 Q&A with Harry Markowitz. bloomberg.com)

Financial Advising 200

Financial Advising Media Economy Economics 200

Abnormal Returns

DECEMBER 31, 2023

Markets Asset class returns were pretty green in 2023 except for commodities. theblock.co) Spot Bitcoin ETFs will be run by the biggest financial players on the planet. nytimes.com) Economy The economic graph of 2023. wsj.com) The economic schedule for the coming week. Then check out our weekly adviser-focused newsletter.

Financial Advising 229

Financial Advising Medical Economy Economics 229

Abnormal Returns

SEPTEMBER 1, 2023

August 2023 How major asset classes performed in August 2023. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.' bloomberg.com) Dave Nadig, Barry Ritholtz and Cameron Dawson talk 2023's economic cross-currents. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 230

Financial Advising Advertising Economy Retail 230

Abnormal Returns

NOVEMBER 9, 2023

variety.com) Fund management Why Western asset management firms are struggling in China. calculatedriskblog.com) The many ways that (social) media shapes economic sentiment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 159

Financial Advising Media Economy Economics 159

Abnormal Returns

JULY 18, 2023

honest-broker.com) Prior social media companies were built on the fly. morningstar.com) Strive Asset Management is toning down its anti-woke agenda. wsj.com) China is not panicked, yet, about economic growth. abnormalreturns.com) Adviser links: something to look forward to. The rest is simply an execution problem."

Financial Advising 232

Financial Advising Media Financial Advisor Communication 232

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. advisorperspectives.com) Americans aren't used to economic volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 159

Financial Advising Retail Manufacturing Media 159

Abnormal Returns

DECEMBER 3, 2023

awealthofcommonsense.com) There are a lot of different asset allocations you can live with. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken?

Asset Allocation 213

Asset Allocation Financial Advising Startup Economy 213

Abnormal Returns

AUGUST 7, 2022

ft.com) Four big trends in the asset management have been in place for a decade. politico.com) How friendships across economic classes affect income mobility. theconversation.com) Economics Putting the July NFP into some historical perspective. mrzepczynski.blogspot.com) The economic schedule for the coming week.

Financial Advising 236

Financial Advising Economics Food Manufacturing 236

Abnormal Returns

OCTOBER 23, 2023

(genuineimpact.substack.com) Fund management How indexing has changed the world of asset management. ft.com) There is overcapacity in the traditional asset management industry. wsj.com) Economy Claudia Sahm, "The Fed is wrestling with the question of how good is ‘too good’ when it comes to economic growth."

Financial Advising 181

Financial Advising Startup Banking Media 181

Abnormal Returns

AUGUST 3, 2023

wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. theatlantic.com) Why economic perceptions have been so negative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? techcrunch.com) Property and casualty companies in the U.S.

Financial Advising 202

Financial Advising Portfolio Management Economy Media 202

Abnormal Returns

JULY 25, 2023

(ritholtz.com) ETFs Joe Wiggins, "While it may be difficult for investors to make money from thematic funds, it is easy for asset managers." wealthmanagement.com) Hollywood What happens to media companies if the strike(s) drag on? theankler.com) The Hollywood strikes are more than just an economic battle.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Abnormal Returns

MARCH 12, 2023

nytimes.com) The former Boston Private money management arm of SVB is a prized asset. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (disciplinefunds.com) Why didn't regulators catch wind of problem at SVB earlier?

Financial Advising 235

Financial Advising Startup Banking Communication 235

Abnormal Returns

NOVEMBER 13, 2022

on.ft.com) Todd Wenning, "Not every brand is a defensible asset." fatherly.com) Economy The stock market may have already priced in the worst economic news. ritholtz.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 146

Financial Advising Economics Media Economy 146

Abnormal Returns

JULY 20, 2023

blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Valuation Media Economy 130

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) AI requires a lot of semiconductors.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. disciplinefunds.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? savantwealth.com) Gathering and interpreting information has a cost.

Asset Allocation 130

Asset Allocation Financial Advising Banking Economy 130

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." realpage.com) Companies are still hiring even though there are signs of economic weakness. theverge.com).

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

Abnormal Returns

OCTOBER 14, 2022

bnnbloomberg.ca) Jeff Benjamin, "Schwab Asset Management is launching a pilot program that enables fund investors to have a say in the direction of the proxy voting process." axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' Then check out our weekly e-mail newsletter.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

JULY 12, 2022

caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130

International College of Financial Planning

OCTOBER 26, 2023

Various profiles as a Financial Advisor? Financial advisors guide individuals in managing their finances and achieving financial goals. The world of financial advising is diverse, with various specializations. Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Abnormal Returns

APRIL 17, 2024

on.ft.com) Finance Citadel is backing Hidden Road which provides prime-brokerage services for a variety of markets, including FX, precious metals and digital assets. stayathomemacro.substack.com) What economic research policymakers actually need. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 170

Financial Advising Media Economy Economics 170

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron Carson Reason to Follow: Wealth of experience and strategic vision as the founder of Carson Group Ron Carson is another household name among financial advisors, and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion in assets under advisement. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

Abnormal Returns

APRIL 26, 2023

axios.com) First Republic ($FRC) is contemplating major asset sales. theirrelevantinvestor.com) Rapidly falling diesel prices point to an economic slowdown. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? bloomberg.com) First Republic ($FRC) is no longer in charge of its future.

Electronics 130

Electronics Financial Advising Sales Economy 130

Abnormal Returns

MARCH 31, 2024

radreads.co) When an asset has no intrinsic value, i.e. gold, you have more decisions to make. stayathomemacro.substack.com) The puzzle of economic performance under Republic and Democratic administrations. econbrowser.com) The economic schedule for the coming week. Strategy On the benefits of keeping an investment journal.

License 262

License Financial Advising Economics Media 262

Abnormal Returns

JANUARY 7, 2024

downtownjoshbrown.com) Strategy Good luck trying to pick the best performing asset class on a year-by-year basis. microcapclub.com) Bitcoin ETFs How much in assets will spot Bitcoin ETFs gather? carsongroup.com) The economic schedule for the coming week. axios.com) A Bitcoin ETF is just another way to speculate.

Financial Advising 249

Financial Advising Economy Media Government 249