Abnormal Returns

APRIL 16, 2024

Asset allocaiton Is regret a better measure to target for portfolio allocations? blogs.cfainstitute.org) Why asset allocation is sensitive to goals and assumptions. wisdomtree.com) What happens to the stock market on days before holidays. priceactionlab.com) The case against a cryptocurrency allocation.

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The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). The firm manages or advises on about $250 billion in advisor assets. Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfolio management.

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The Reformed Broker

NOVEMBER 25, 2022

Especially if we’re referring to the past performance of a particular investment strategy, portfolio manager, mutual fund or individual stock. But past performance of asset classes should be well understood. Of course it isn’t. Things change. Stocks have been th.

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Nerd's Eye View

DECEMBER 2, 2024

This month's edition kicks off with the news that the retail brokerage platform Robinhood is acquiring RIA custodian TradePMR, which appears to be less about Robinhood wanting to compete with the likes of Schwab and Fidelity in the custodial space and more about keeping the assets of its wealthier customers "on-platform" by giving them referrals to (..)

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Abnormal Returns

OCTOBER 11, 2024

joincolossus.com) Finance Christine Benz and Dan Lefkovitz talks markets with Jeremy Grantham of GMO. awealthofcommonsense.com) Corey Hoffstein talks with Farouk Jivraj, Portfolio Manager and Head of Alternative Risk Premia at Fidelity Investments’ Asset Management Solutions division.

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Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. For context, Phil Blancato, chief market strategist at Osaic, points out that while the S&P 500s 6.1%

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Financial Advisor Communication Marketing Marketing 69

Abnormal Returns

AUGUST 3, 2023

Markets Share buybacks are down some 15% YTD. advisorperspectives.com) Managed futures are struggling to keep up YTD. rcmalternatives.com) The Big Seven It's not surprising that a handful of stocks are driving the market. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks.

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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.

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The Big Picture

AUGUST 12, 2023

This week, we speak with asset management expert Ted Seides , founder of Capital Allocators. His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June.

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The Big Picture

APRIL 6, 2023

RWM runs over $3 billion in client assets. Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. As assets come into the firm, we buy funds for the clients that are in mutual funds, and pro-rata stocks for the clients that use direct indexing. Active portfolio management strategy?

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The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. The hedge fund implements a market-neutral equity strategy, focused on generating “idiosyncratic alpha” and “avoiding systemic risk factors.”

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The Big Picture

JULY 13, 2023

My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge. New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

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The Big Picture

DECEMBER 9, 2023

Be sure to check out our Masters in Business next week with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. Launched in 2019 with around $2 billion in initial assets, it was one of the fastest-growing emerging funds over the past few years.

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Meb Faber Research

AUGUST 12, 2022

The post Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6) appeared first on Meb Faber Research - Stock Market and Investing Blog.

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Darrow Wealth Management

FEBRUARY 9, 2025

It equals 12 months of income (methods can be trailing or forward expected) divided by the market price of the stock, bond, ETF, or mutual fund. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

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Retirement Asset Allocation Taxes Portfolio 85

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

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The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

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Abnormal Returns

AUGUST 16, 2022

(institutionalinvestor.com) Portfolio management Alpha calculations don't matter if allocators ignore them. blogs.cfainstitute.org) Does adding a trend filter to bonds matter in a portfolio context? klementoninvesting.substack.com) Research Emerging markets act like a big risk-on asset.

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Nerd's Eye View

AUGUST 2, 2022

Matthew is the Founder and CIO of Lansing Street Advisors, an independent RIA based in Ambler, Pennsylvania that oversees $160 million in assets under management for 60 client households. My guest on today's podcast is Matthew Topley.

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Clients Financial Advisor Financial Planning Portfolio Management 244

Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. Our Portfolio Manager, Chad NeSmith, CFA, CFP was recently quoted in an Associated Press article discussing how retirees are reacting to the market volatility spurred by the latest tariff announcements.

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The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Each of these asset managers had A-A-C-E-O.

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Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

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Financial Advisor Investing Investments Financial Advice 246

The Big Picture

JANUARY 26, 2024

This week, we speak with Sarah Kirshbaum Levy , chief executive officer of Betterment , an independent digital investment adviser with $40 billion in assets under management. She discusses how her carrer in media branding and marketing was a perfect background for an online digital asset manager.

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Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

Financial Planning 40

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The Big Picture

AUGUST 16, 2022

RITHOLTZ: That’s pretty early in the managed futures history. It was an era where, you know, first of all, the markets were really inefficient, right? TROPIN: So it was very fertile to do what we do because markets moved a lot. Commodity markets were moving a lot. Tell us a little bit about that era. TROPIN: Sure.

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The Big Picture

JULY 8, 2023

billion; Last year, FT purchased O’Shaugnessy Asset management, including its breakout direct indexing product Canvas, for an undisclosed amount; this year, FT purchased Putnam for $925 million. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

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MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 The fund manager couldn’t immediately be reached for further comment.“It

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Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Nerd's Eye View

OCTOBER 15, 2024

Mark is the Chief Investment Officer of Noble Wealth Management, an RIA based in Greenwood Village, Colorado, that oversees $320 million in assets under management for 160 client households. My guest on today's podcast is Mark Asaro. Read More.

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The Big Picture

JANUARY 16, 2024

I like as a real estate person, you walk through your assets, you can touch and feel things. Essentially you buy assets. It could be all kinds of assets. And, and it was a way for individual investors to a own assets in a small slice, they could never access themselves. It just wasn’t doing it for me.

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Random Roger's Retirement Planning

MAY 4, 2025

We talk frequently about the stock market's ergodicity, the natural inertia to go from the lower left to the upper right despite some bumps along the way. The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant.

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The Big Picture

JUNE 1, 2024

Like shapeshifters, these great organizations maneuvered quickly as they grew and as the markets in which they competed changed. GQ ) Be sure to check out our Masters in Business this week with Jeffrey Sherman, Deputy CIO at DoubleLine Capital , which manages over $100 billion in mostly fixed-income assets.

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The Big Picture

JANUARY 13, 2024

NOEMA ) • 12 Lessons the Market Taught Investors in 2023 : Market-timing, short-term thinking again cost investors. Marcus is also co-chair of the board of directors of RealAssetX , PGIM Real Estate’s innovation lab aimed at accelerating advancement in the real assets industry.

Portfolio Management 162

Portfolio Management Economy Economics Portfolio 162

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

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Validea

JANUARY 16, 2025

We discussed how Doug is using large language models (LLMs) like ChatGPT, Claude, and Gemini to build portfolios that aim to beat the market over time. Doug shares insights from his experience launching managing AI-powered investment strategies.

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The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

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Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is especially useful during volatile market conditions, as price fluctuations can create opportunities to realize losses without significantly disrupting an investor’s overall portfolio strategy. The tax treatment of this loss will depend on how long the asset has been held.

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Taxes Assets Sales Portfolio 52