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Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.
VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.
Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.
CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private marketassets in retirement plans, according to Private Funds CFO.
He eventually became president of Merrill Lynch Asset Management, leading the division with a value-oriented approach and a focus on long-term fundamentals. He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Investment capital becomes a perishable commodity if not handled properly.
This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also worked as JPMorgan Asset Management equity research associate for US Tech.
Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. billion in assets under management. billion in assets under management. By John Kimelman Barron’s May 01, 2025 The post Steering Clients Away From Investing Mistakes appeared first on The Big Picture. Check it out here.
Markets screamed higher yesterday after a benign CPI report showed a 0.0% It was a classic fear-driven error, a combination of bad market timing and poor impulse control. It was a classic fear-driven error, a combination of bad market timing and poor impulse control. Last, recognize that markets go up and down.
This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.
is expanding further into private-marketsinvesting, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. I know ETFs today are the apple pie of investing. Are you crypto-curious?
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.
Markets Japanese government bond yields are soaring. podcasts.apple.com) Strategy Investors learn the wrong lessons from bull markets. novelinvestor.com) What to invest in when everything looks unattractive? morningstar.com) Traditional asset managers are teaming up with alternatives providers. Conflicts abound.
This is a direct result of muscle memory a Recency Effect impact driven by 15 years of market gains. What has developed over the entirety of the post-financial crisis era of rising equity markets and until 2022, falling or zero interest rates.The good news is that this is how you build wealth over the long haul.
alphaarchitect.com) The high quality anomaly shows up across asset classes. advisorperspectives.com) A history of quant investing and the state of the factor zoo. aqr.com) Why it's so hard to make money betting against the stock market. advisorperspectives.com) Can you use alternative measures to invest across countries?
Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. My guest on today's podcast is Anjali Jariwala.
But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try.
Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors. Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform.
Markets Degeneracy has become a fixture of the current environment. howardlindzon.com) The stock market's biggest winners started out as small caps. awealthofcommonsense.com) Cash was never meant to be a long-term investment. awealthofcommonsense.com) Cash was never meant to be a long-term investment.
(alphaarchitect.com) Secondary PE investments are a necessary part of the system. insights.finominal.com) How macroeconomic announcements affect fixed income markets. caia.org) How much in taxes have private equity fund managers avoided through carried interest? ft.com) Research Does it matter what time zone your stocks trade in?
Top clicks this week Three keys to successful investing including 'Trying to time the market is a losers game.' tker.co) Why private assets are no portfolio panacea. sherwood.news) SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling to attract assets. larryswedroe.substack.com) Volatility clusters.
In the competitive market for financial advice, advisory firms often seek to find ways to differentiate themselves from one another. generally those with over $200,000 of income or $1 million in net worth) are allowed to invest in private funds.
Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”
The IMF raised red flags about the growing private credit market. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for wealth advisors.
At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?
Strategy Money market returns look good.almost too good. wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. coindesk.com) Apple AI is coming to Apple ($AAPL) GPUs.
This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.
The CEO of GeoWealth and Goldman Sachs Asset Management executives are championing their approach to get alternative investments and more personalization down market via RIAs.
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
XAI Interval Fund Index debuts, tracking 77 funds with $103B in assets. It offers a new metric for tracking interval and tender offer fund market performance.
The 2017 Barron’s cover (above) showing Apple’s extravagant new headquarters and suggesting that the company’s market value would reach $1 trillion in 2018 generated some chatter from the usual suspects. Because separating reality from silliness is the key to making better-informed and more intelligent investment decisions.
Markets Small and mid-cap stocks have badly lagged large caps. theirrelevantinvestor.com) Why you should avoid big investment shifts. awealthofcommonsense.com) This week was a good example why you should never be positioned for extremes. humbledollar.com) Trading Brett Steenbarger, "The best traders evolve."
The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.
Investments like real estate and other private markets can generally weather difficult market conditions better than their more liquid counterparts and, over the long run, have historically provided higher returns and lower volatility.
Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.
The firm is owned by Mass Mutual, and half of its $431 billion in investedassets are from the insurance giant, with the rest coming from institutional investors. Over 20 years with the firm, Freno has held various positions including Managing Director, Head of Global High Yield, and Head of Global Markets.
He also sits on the Federal Open Market Committee. Be sure to check out our Masters in Business next week with Bryon Lake , Goldman Sachs Asset Management Chief Transformation Officer. This week, I speak with Tom Barkin , Richmond Federal Reserve President & CEO. A transcript of our conversation is available here Tuesday.
Bill Sweet joined me on the show again to discuss questions from our audience about harvesting gains in your stock portfolio to diversify, remote work for less money versus going back to the office for more, mis-timing the market and picking the right benchmark for your investments.
on.spdji.com) How major asset classes performed in April 2024. collabfund.com) Markets have to clear. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. April 2024 The S&P 500 lost 4.08% in April 2024.
In addition, Atkins' arrival could also mean the end of the pending RIA outsourcing and custody rules proposed under Gensler, a reduced focus on monitoring advisors' off-channel communications, and a new regulatory framework for digital assets.
Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.
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