The Big Picture

MAY 29, 2025

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. 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?

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Portfolio Financial Planning Taxes Management 306

Wealth Management

JUNE 5, 2024

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 306

Portfolio Assets Management Investing 306

Wealth Management

APRIL 30, 2024

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

Portfolio 279

Portfolio Investing Investments Assets 279

Wealth Management

JUNE 28, 2024

Jon Adams, CIO of Calamos Wealth Management, a $3.75B RIA, speaks on how the firm's roots in asset management inform its approach to investment selection.

Wealth Management 265

Wealth Management Management Assets Portfolio 265

The Big Picture

MARCH 28, 2025

Be sure to check out our Masters in Business next week with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management , with more than $100 billion in assets under management.

Government 289

Government Asset Allocation Wealth Management Assets 289

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Understanding these basics will at least give you some guidance as to when your behavior is putting your assets at risk. We all are! –

Investing 344

Investing Investments Portfolio Economics 344

The Big Picture

SEPTEMBER 16, 2023

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.

Assets 306

Assets Management Asset Allocation Risk Management 306

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 244

Assets Clients Portfolio Asset Allocation 244

The Big Picture

NOVEMBER 15, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Corey is an active researcher and his work has been published in the Journal of Indexing and the Journal of Alternative Investments. He is also the host of the popular quantitative investing podcast Flirting with Models.

Portfolio Management 316

Portfolio Management Economics Portfolio Assets 316

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 288

Wealth Management Asset Allocation Management Retail 288

Wealth Management

JUNE 21, 2024

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

Investing 280

Investing Investments Portfolio Assets 280

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Management Asset Allocation Portfolio 264

The Big Picture

NOVEMBER 26, 2024

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?

Investing 147

Investing Investments Assets Retail 147

Nerd's Eye View

JUNE 3, 2025

Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

Clients 239

Clients Risk Tolerance Financial Advisor Assets 239

Wealth Management

SEPTEMBER 30, 2024

Fidelity's Mike Scarsciotti discusses the growing popularity of ETFs, the resurgence of active management and the evolving approaches to asset allocation.

Wealth Management 264

Wealth Management Asset Allocation Management Retail 264

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Financial Planning 246

Financial Planning Planning Compliance Advertising 246

Wealth Management

SEPTEMBER 18, 2023

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Investing 312

Investing Investments Portfolio Assets 312

Wealth Management

AUGUST 31, 2023

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

Portfolio 290

Portfolio Education Clients Investing 290

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, 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

Assets 238

Assets Clients Marketing Marketing 238

Abnormal Returns

APRIL 27, 2025

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.

Assets 173

Assets Portfolio Investing Investments 173

Wealth Management

JANUARY 6, 2025

Advisors Asset Managements Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

Investing 264

Investing Investments Portfolio Assets 264

The Big Picture

FEBRUARY 25, 2025

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.

Investing 162

Investing Investments Management Engineering 162

A Wealth of Common Sense

MAY 15, 2025

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.

Portfolio 110

Portfolio Marketing Marketing Investing 110

Wealth Management

APRIL 5, 2024

Gert van der Geer explains how financial advisors can incorporate thematic investments in their client's investment portfolios.

Investing 267

Investing Investments Financial Advisor Assets 267

Wealth Management

FEBRUARY 14, 2023

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.

Assets 290

Assets Portfolio Investing Investments 290

Nerd's Eye View

NOVEMBER 22, 2024

Also in industry news this week: Why the announced acquisition of RIA custodian TradePMR by retail brokerage firm Robinhood could prove to be a boon for RIAs on TradePMR's platform, who could receive a wave of referrals from Robinhood's massive base of next-generation retail clients How Morningstar is cutting the "Medalist Ratings" of thousands of (..)

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Nerd's Eye View

NOVEMBER 19, 2024

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.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

DECEMBER 11, 2024

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. Read More.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Wealth Management

SEPTEMBER 27, 2022

There’s a limited time in the life cycle of an asset class where it’s financially advantageous to buy in. For self-storage real estate, that time is now—but not for long.

Portfolio 264

Portfolio Investing Investments Assets 264

Abnormal Returns

JUNE 18, 2024

alphaarchitect.com) Secondary PE investments are a necessary part of the system. mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (mattober.co) Private equity As alts go, so go pension fund returns. papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. Just how volatile?

Assets 261

Assets Taxes Portfolio Management 261

Wealth Management

FEBRUARY 23, 2024

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Assets 275

Assets Financial Advisor Portfolio Investing 275

Nerd's Eye View

DECEMBER 4, 2024

For firms with high-net-worth clientele, one way to do this is to offer alternative investments, such as private equity, private debt, or hedge funds, which may offer clients the ability to invest in a more diverse range of assets.

Clients 215

Clients Financial Advice Investing Investments 215

The Big Picture

MAY 30, 2025

Be sure to check out our Masters in Business next week with Bryon Lake , Goldman Sachs Asset Management Chief Transformation Officer. He designs portfolio solutions and extend Goldman Sachs Asset Managements suite of investment strategies to the worlds leading institutional investors and wealth management clients.

Wealth Management 173

Wealth Management Assets Management Portfolio 173

The Big Picture

APRIL 28, 2025

The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades. See also Lazy Portfolios rolling returns. Perhaps, it has worked too well.

Risk Management 331

Risk Management Management Marketing Marketing 331

The Big Picture

FEBRUARY 7, 2024

 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?

Investing 296

Investing Investments Valuation Portfolio 296

Wealth Management

JULY 15, 2024

Younger investors are wrong to think all assets are interchangeable. Watches and sneakers can’t compare with a traditional 60/40 portfolio.

Investing 254

Investing Investments Portfolio Assets 254

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

Portfolio 52

Portfolio Investing Investments Economics 52