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 107

Portfolio Marketing Marketing Investing 107

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 245

Assets Clients Portfolio Asset Allocation 245

Nerd's Eye View

JANUARY 7, 2025

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.

Investing 240

Investing Investments Clients Risk Tolerance 240

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

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

The Big Picture

APRIL 28, 2025

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.

Risk Management 331

Risk Management Management Marketing Marketing 331

Nerd's Eye View

APRIL 2, 2025

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies.

Retirement 143

Retirement Clients Retirement Planning Marketing 143

Wealth Management

SEPTEMBER 22, 2022

Morgan Asset Management's Jed Laskowitz details how ETFs can help advisors develop long-term portfolio strategies, regardless of market conditions.

Portfolio 278

Portfolio Assets Management Marketing 278

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

Abnormal Returns

JUNE 18, 2024

insights.finominal.com) How macroeconomic announcements affect fixed income markets. mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (ft.com) Research Does it matter what time zone your stocks trade in? morningstar.com) Not every ESG measure moves in the same direction, return-wise. Just how volatile?

Assets 261

Assets Taxes Portfolio Management 261

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

Clients 227

Clients Financial Planning Financial Advice Planning 227

Wealth Management

DECEMBER 18, 2024

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

Assets 254

Assets Portfolio Marketing Marketing 254

The Big Picture

FEBRUARY 14, 2025

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 covers all sectors in Africa.

Investments 173

Investments Investing Portfolio Management Consulting 173

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

The Big Picture

DECEMBER 30, 2024

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. Most investors underestimate the stress of a high-risk portfolio on the way down.

Investments 147

Investments Investing Risk Tolerance Portfolio Management 147

The Big Picture

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 336

Marketing Marketing Economics Portfolio 336

The Big Picture

MAY 30, 2025

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.

Wealth Management 173

Wealth Management Assets Management Portfolio 173

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 227

Financial Planner Retirement Retirement Planning Clients 227

The Big Picture

NOVEMBER 27, 2023

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.

Marketing 304

Marketing Marketing Math Retirement Planning 304

The Big Picture

NOVEMBER 27, 2024

I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. Investors should consider this when they create a portfolio. It should contain enough risk assets—primarily stocks—to benefit from the expansion of the economy and gains in corporate earnings.

Economy 200

Economy Retail Portfolio Assets 200

Calculated Risk

MARCH 11, 2025

Most of these gains in Treasury and Agency MBS assets were funded with increases in very short duration interest-bearing Federal Reserve liabilities, mainly deposits of depository institutions (reserves) and Reverse Repos. years longer than that for marketable Treasury bills, notes, and bonds outstanding.

Assets 165

Assets Portfolio Accounting Marketing 165

Abnormal Returns

JUNE 3, 2025

quantpedia.com) A round-up of recent white papers including 'When the Market Outgrows the Index.' klementoninvesting.substack.com) How hedge fund Marshall Wace leverages outside recommendations into their (successful) portfolio. ft.com) Are researchers ignoring cross-asset signals? wsj.com) Do site visits matter for analysts?

Government 147

Government Economy Portfolio Assets 147

Wealth Management

OCTOBER 11, 2022

Individuals ages 21 to 42 with at least $3 million in assets have only a quarter of their portfolio in equities, compared with more than half for those who are older.

Marketing 264

Marketing Marketing Portfolio Assets 264

Abnormal Returns

JULY 21, 2024

abnormalreturns.com) Top clicks this week Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Rebalance your portfolio to tame risk, not to increase returns. morningstar.com) The stock market has changed so much over the past 50 years. Human behavior hasn't.

Portfolio 310

Portfolio Banking Assets Management 310

The Big Picture

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? What percentage of your portfolio should be allocated? How should investors approach these asset classes? or more challenging.

Portfolio 147

Portfolio Assets Investments Investing 147

The Big Picture

NOVEMBER 15, 2023

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.

Investments 344

Investments Investing Portfolio Economics 344

The Big Picture

FEBRUARY 7, 2025

billion in assets under management. Be sure to check out our Masters in Business next week with Christine Phillpotts , Portfolio Manager at Ariel Investments. She manages Ariels Emerging Markets Value strategies. Sahil spent seven years in high finance, serving as Vice President of a private equity fund with $3.5

Startup 173

Startup Portfolio Management Management Portfolio 173

Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment.

Clients 216

Clients Marketing Marketing Economics 216

Abnormal Returns

MAY 19, 2024

Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) The S&P 500 is now nearly 40% of global market cap. rogersplanning.blogspot.com) How market consensus forms. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024.

Math 298

Math Assets Portfolio Marketing 298

The Big Picture

SEPTEMBER 28, 2022

Around the world, markets lost 5% or worse just last week. Year to date, the S&P 500 is down more than 23%; the Russell 2000 small caps are off more than 26%; Emerging markets are down almost 28%; and the Nasdaq Tech index is off more than 31%. Asset Economy. Portfolio. Asset Allocation. None whatsoever.

Asset Allocation 342

Asset Allocation Financial Planning Assets Media 342

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 Investments Investing Economics 52

Abnormal Returns

NOVEMBER 19, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. ritholtz.com) What it going to happen to all those assets in money market fund when yields eventually fall? awealthofcommonsense.com) Why asset allocators usually fail when it comes to manager selection. washingtonpost.com) U.S.

Asset Allocation 303

Asset Allocation Assets Portfolio Management 303

Abnormal Returns

MARCH 4, 2025

rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. acadian-asset.com) The asset growth factor is not as powerful on a closer look. Skew Why investors avoid positive-skew investment strategies.

Math 147

Math Assets Economics Portfolio 147

Wealth Management

OCTOBER 4, 2022

As more homebuyers step away from the market due to rising mortgage rates, home builders are selling new homes to SFR investors in bulk, reports The Wall Street Journal. Asset managers continue to own large office portfolios, according to Pensions & Investments.

Portfolio 289

Portfolio Assets Management Investing 289

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

Portfolio 189

Portfolio Clients Risk Tolerance Accounting 189

Abnormal Returns

FEBRUARY 26, 2025

sites.libsyn.com) Katie Gatti Tassin talks with Jeremy Porter about how home insurance and climate change are affecting the housing market. tonyisola.com) Age is just one factor when it comes to your asset allocation. ofdollarsanddata.com) Invest time in your life, not in managing your portfolio.

Asset Allocation 162

Asset Allocation Retirement Financial Planning Accounting 162

The Big Picture

FEBRUARY 5, 2025

Investors have lots of questions when allocating to this trading asset class, including how much capital do you need? What percentage of your portfolio should be allocated? Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032.

Taxes 147

Taxes Portfolio Management Investing 147