Abnormal Returns

FEBRUARY 1, 2024

January 2024 How major asset classes performed in January 2024. collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? on.spdji.com) Strategy Overconfidence is a killer for investors.

Financial Advising 241

Financial Advising Taxes Manufacturing Media 241

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? nytimes.com) Earlier on Abnormal Returns Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why young people are at-risk of overtrading. Then check out our weekly e-mail newsletter.

Financial Advising 189

Financial Advising Media Economy Economics 189

Abnormal Returns

MAY 1, 2023

Markets How major asset classes performed in April 2023. ft.com) The amount of bank failures, measured by assets, rivals that of 2008. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 190

Financial Advising Startup Banking Manufacturing 190

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? awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 221

Financial Advising Economics Economy Manufacturing 221

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. axios.com) Fund management Global ETF assets under management are at a new record $10.32 abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 197

Financial Advising Startup Portfolio Media 197

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? awealthofcommonsense.com) There are a lot of different asset allocations you can live with. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Asset Allocation 203

Asset Allocation Financial Advising Startup Economy 203

Abnormal Returns

AUGUST 1, 2023

July 2023 How major asset classes performed in July 2023. ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 205

Financial Advising Retail Media Economy 205

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. wggtb.substack.com) Finance The Apple ($AAPL) Card savings account now has more than $10 billion in assets. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? are struggling.

Financial Advising 190

Financial Advising Portfolio Management Economy Media 190

Abnormal Returns

MARCH 14, 2023

(portfoliocharts.com) Safe assets aren't safe if there is a duration mismatch. theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) Social media will change any future financial crisis. abnormalreturns.com) Adviser links: holistic financial guidance.

Startup 190

Startup Financial Guidance Financial Advising Media 190

Abnormal Returns

MARCH 13, 2023

ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. mailchi.mp) Why more assets are going to flow to systemically important banks. axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Investing Investments 98

Abnormal Returns

MAY 11, 2023

Markets What's the best asset to hold during a recession? ft.com) Softbank continues to mark down its Vision Fund portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) If you invest in stocks there are going to be extended periods of poor performance.

Financial Advising 190

Financial Advising Media Economy Portfolio 190

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. 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 190

Financial Advising Startup Economy Media 190

Abnormal Returns

FEBRUARY 16, 2023

howardlindzon.com) Private assets Why private equity needs much better valuations. ft.com) Why where investors mark the portfolios can be all over the place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theatlantic.com) Finding a good retail CEO is tough these days.

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? morningstar.com) Breaking down which assets are still ripe for active management. citywireusa.com) Women are still not making much headway in the asset management business. Think Elon Musk. Then check out our weekly e-mail newsletter.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Abnormal Returns

JANUARY 3, 2023

Markets How major asset classes performed in December 2022. capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. abnormalreturns.com) Adviser links: forced distributions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Startup 181

Startup Valuation Financial Advising Distribution 181

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. 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." theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI).

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

DECEMBER 1, 2022

Markets How major asset classes performed in November 2022. on.ft.com) Private equity has been slow to mark down portfolio values. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? capitalspectator.com) Lumber is the worst performing commodity of 2022.

Financial Advising 130

Financial Advising Economy Manufacturing Media 130

Abnormal Returns

JULY 12, 2022

wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. caia.org) Every major asset class yields more than it did at the beginning of 2022. 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

The Role of Financial Advisors in Estate Planning To fortify financial and estate planning, individuals seek the counsel of seasoned financial advisors. Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

APRIL 12, 2024

For instance, financial advisors serving high-net-worth individuals may find that they require fewer clients to achieve their financial objectives compared to those targeting a broader demographic. In that case, you can develop a deep understanding of the financial concerns and objectives that are prevalent among retired individuals.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Harness Wealth

DECEMBER 8, 2022

While it doesn’t always make sense to take a loss on investments, evaluate your portfolio and consider whether selling some poorly performing assets may make sense in your situation. If you did, there are more aggressive tax loss generating investments a financial adviser can introduce, such as customizable tax-loss portfolios.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

JUNE 14, 2022

Americans tend to pay for college through a combination of parents pitching in from their income (40%), college savings plan distributions (11%), scholarships and grants (25%), student loans (11%), children utilizing their income and assets (8%) and other resources (5%). A financial adviser can help you personalize a core/satellite approach.

Planning 52

Planning Distribution Accounting Taxes 52

Park Place Financial

MARCH 14, 2022

FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. How to Rebalance your Portfolio. Compare Portfolio Changes.

Portfolio 52

Portfolio Asset Allocation Financial Planner Certified Financial Planner 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? ” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio.

Investing 52

Investing Investments CFP Financial Advisor 52

Abnormal Returns

FEBRUARY 20, 2024

downtownjoshbrown.com) Don't let any single asset distract you from your overall portfolio. abnormalreturns.com) Adviser links: helping clients feel secure. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? mutinyfund.com) Base rates matter.

License 147

License Financial Advising Media Economy 147

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. The RoIC has been above 20% for every year of the past two decades except once at the depths of the global financial crisis in 2009.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015.

Investing 52

Investing Investments Valuation Electronics 52

Abnormal Returns

MARCH 16, 2023

Markets Bonds are once again a risk-off asset. ft.com) Japan bank portfolios are full of long dated bonds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thereformedbroker.com) Markets are betting the Fed is closer to a pause. Then check out our weekly e-mail newsletter.

Government 130

Government Media Financial Advising Banking 130

Carson Wealth

JANUARY 14, 2023

When talking about financial advisors we often use the term “fiduciary standard of care” to describe how those who are obliged to or have opted into a fiduciary standard are required to treat clients and consumers. Fiduciary vs. Non-Fiduciary Not every financial professional is required to hold a fiduciary standard of care.

Financial Advisor 52

Financial Advisor Risk Tolerance CFP Certified Financial Planner 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

Abnormal Returns

SEPTEMBER 27, 2023

Strategy How many assets do you really need in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) On the dangers of the hot new theory. mrzepczynski.blogspot.com) Finance Just how open is the IPO window? Then check out our weekly e-mail newsletter.

Financial Advising 241

Financial Advising Economy Insurance Media 241

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? You can go get some turnkey asset management program. As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part.

Management 270

Management Assets Portfolio Investing 270