Abnormal Returns

DECEMBER 29, 2023

Markets Putting an estimate on long term equity market returns. morningstar.com) Reading Some investment sites worth reading every week including Sam Ro's TKer. web.law.duke.edu) 9 of the best things of 2023 including 'Oppenheimer.' morningstar.com) Cybersecurity is a growing industry. Lawrence's "Lady Chatterley's Lover."

Financial Advising 250

Financial Advising Media Sales Investing 250

The Big Picture

SEPTEMBER 21, 2023

Bloomberg ) • Indexing Is Still the Best Bet for Investors : History shows that even in ‘narrow’ markets, actively managed funds don’t do as well over the long term. BBC ) • The Game of Their Lives : Every week, a group of former pros gathers for what may be the best pickup soccer game in the world.

Retail 257

Retail Sales Management Assets 257

Abnormal Returns

SEPTEMBER 6, 2023

Podcasts Khe Hy talks building long term wealth with Adam Katz. awealthofcommonsense.com) Investing Why you should stress test your portfolio. tonyisola.com) If you want to own the best stocks, you have to own them all, including international ones. axios.com) How businesses profit from long forgotten subscriptions.

Retirement 264

Retirement Startup Financial Planning Planning 264

The Big Picture

NOVEMBER 15, 2023

Instead, we can deploy small hacks to thwart your own worst instincts and behaviors ; by making small changes in your outlook and investment process, you can channel these behaviors into less destructive outlets. Just so long as it scratches your junkie itch – you know you are a degenerate junkie gambler, right? We all are! –

Investing 340

Investing Investments Portfolio Economics 340

The Big Picture

DECEMBER 7, 2023

Each week, we are going to spend 10 minutes diving into a specific topic that affects you and your money: Acquiring it, spending it, and most of all, investing it. When we launched Masters in Business in 2014, there were no long-form interviews with people in finance discussing their careers and investing philosophies.

Investing 150

Investing Investments Portfolio Management 150

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. More detailed descriptions of each strategy will follow.

Investing 108

Investing Investments Retirement Planning Risk Tolerance 108

Abnormal Returns

JULY 23, 2023

(ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." blog.validea.com) Cash often looks best, when it is the worst investment. theirrelevantinvestor.com) Why stocks are the best option for long term investors. theirrelevantinvestor.com)

Valuation 130

Valuation Investing Investments Marketing 130

The Big Picture

DECEMBER 12, 2022

RWM is a discretionary RIA, which primarily invests in stocks and bonds via ETFs, Mutual Funds, and Direct Indexing. Illiquid investments do have some appealing aspects: Start with the illiquidity premium, the return above traditional stocks or funds. This is advantageous if you do not need your capital for a long time.

Accounting 283

Accounting Commission Investing Investments 283

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 201

Financial Planner Numbers Clients Wealth Management 201

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs. Read More.

Financial Advisor 201

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 201

Abnormal Returns

DECEMBER 28, 2022

morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' theinformation.com) Books The best books of 2022 including "Tomorrow and Tomorrow and Tomorrow" by Gabrielle Zevin. Lists 9 surprising things that happened in 2022 including 'The Federal Reserve opening pushed for the stock market to fall.'

Financial Advising 228

Financial Advising Valuation Media Economy 228

The Big Picture

APRIL 24, 2023

Third, it is an approach that generally lacks the sort of process essential to good investing. Good investors understand that bear markets and volatility are part of where returns come from; these long-term investors have learned that riding them out is their highest probability approach. Markets are complex mechanisms.

Economics 284

Economics Valuation Portfolio Marketing 284

Abnormal Returns

JULY 23, 2023

Markets Sam Ro, "I think we sometimes take for granted how much the frictions and costs have come down for those seeking to trade or invest in stocks." allstarcharts.com) Strategy Cullen Roche, "Insurance is designed to provide you with short-term certainty around an uncertain outlier event. tker.co) Has sentiment already peaked?

Financial Advising 245

Financial Advising Insurance Economy Retail 245

Talon Wealth

OCTOBER 26, 2023

That’s why now is the time to save, invest, and prepare for this eventuality. Plan your investments. Once you decide to invest, you must consider where to put your money best. As a long-term investor, your savings must provide growth to sustain your retirement lifestyle.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? economist.com) The 10 best movies of 2023, so far, including 'Air.' om.co) The rise of the multiplex explains a lot about movies today.

Asset Allocation 227

Asset Allocation Financial Advising Startup Valuation 227

The Big Picture

FEBRUARY 27, 2023

Bloomberg ) • Does Long-Term Investing Work Outside of the United States? He talks about the biggest fraud which is hiding in plain sight and why he believes Tesla has a long way to go down. ( berkshirehathaway ) • Awards are meaningless : From the Oscars to best in business, why do we do awards for adults?

Valuation 275

Valuation Assets Management Marketing 275

Abnormal Returns

DECEMBER 25, 2022

radreads.co) Five behavioral tricks for long-term investors including 'Have a small side account.' blog.validea.com) The best strategy is often doing nothing. onveston.substack.com) It's hard to blow up your investment account without using leverage. bestinterest.blog) THE question you should ask any salesperson.

Startup 162

Startup Accounting Portfolio Investing 162

Validea

OCTOBER 4, 2023

Patience pays off when investing. So, depending on what you’re invested in, you may be looking at 2 to 3 years of dead money. When we are in periods like this, it’s important for investors to take a longer-term view and not let recency bias and short-termism impact their decisions. Patience is also hard. the Low column).

Investing 119

Investing Investments Portfolio Assets 119

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

We believe that, in the long run, we will see positive investment returns (otherwise we wouldn’t invest!) However, clients typically aren’t spending their time reading these articles and reports nor are they studying long term trends of the market and economy. That’s why they hire us.

Marketing 81

Marketing Marketing Financial Advisor Investing 81

The Big Picture

OCTOBER 7, 2022

My end-of-week morning train WFH reads: • The best way to solve a labor shortage is with labor : In July we added a 1/2 million jobs on net, wages rose briskly and the unemployment rate fell to its 50-year low. It pays to remain invested and balanced precisely when it is most difficult to do so.” ( TKer ). • Stay-At-Home Macro ). •

Insurance 271

Insurance Economy Numbers Marketing 271

Validea

APRIL 22, 2024

David Dreman is known as the “consummate contrarian” in the world of investing. As the chairman and chief investment officer of Dreman Value Management, he has made a highly successful career out of buying beaten-down, unloved stocks that the market has overreacted to and that are trading at bargain prices. P/CF of 4.6,

Investing 52

Investing Investments Taxes Transportation 52

Nerd's Eye View

FEBRUARY 14, 2024

In hiring an advisor, the investor is presumably seeking to put their trust and confidence in someone with their best interests in mind who can advise them on a course of action. Against this backdrop, the U.S.

Retirement 121

Retirement Financial Advisor Insurance Sales 121

Nerd's Eye View

JANUARY 18, 2023

Funds with GPs who had no history of prior private debt fund management had some of the worst performance, suggesting that not only do past returns but also the skills and experience of General Partners have much to do with which private debt funds are likely to have the best returns. Read More.

Assets 191

Assets Clients Portfolio Asset Allocation 191

Trade Brains

NOVEMBER 17, 2023

Best Stock Market Courses For Indian Market : The stock market is a dynamic environment where businesses raise capital, and individuals seek to grow their wealth. In this article, we have curated a list of best stock market courses tailored to equip beginners with essential knowledge and skills. With over +875 enrollments and a +4.7

Marketing 59

Marketing Marketing Certification Risk Management 59

Dear Mr. Market

NOVEMBER 28, 2023

Dear Mr. Market: In the world of finance and investing, the passing of a visionary figure leaves an indelible mark on the landscape they helped shape. “The best thing a human being can do is to help another human being know more.” “The best thing a human being can do is to help another human being know more.”

Investing 105

Investing Investments Ethics Marketing 105

Validea

SEPTEMBER 13, 2023

The purpose of this article is to explore how adopting the principles observed in Blue Zones can relate to successful long-term savings, investing and wealth creation. These overarching principles, and how many of these are accomplished in their daily lives over long periods of time, are bulleted out below and in the pie chart.

Investing 98

Investing Investments Financial Guidance Retirement Planning 98

Trade Brains

OCTOBER 14, 2023

Best Stock Market Books in Hindi : All beginners enter the stock market intending to make huge profits from the stock market. or Worried about where to find the best stock market books in Hindi ? But do all the newbies with this aim succeed? You will understand it more clearly with this example. You will sink in the water.

Marketing 64

Marketing Marketing Risk Management Investing 64

Investment Writing

APRIL 16, 2024

Once you define an abbreviation, should you skip the spelled-out term? However, in a long piece, I could see redefining the abbreviation after a big gap in its use. How long is a long piece? As soon as the reader can’t find an abbreviation on the same page, you might make a case for reintroducing the complete term.

Wealth Management 52

Wealth Management Clients Investing Investments 52

Discipline Funds

FEBRUARY 27, 2024

The reason this portfolio cannot “die” is because it reflects the two asset classes that are most widely used to fund corporate investment. But the kicker here is that corporate investment takes a long time to accrue to corporations and shareholders. If you want high returns you need to own long-term assets.

Portfolio 81

Portfolio Assets Investing Investments 81

Validea

APRIL 4, 2024

Benjamin Graham (1894-1976) is considered the father of value investing and one of the most influential figures in investment history. Pioneering a disciplined, “defensive” approach focused on financial strength and cheap valuations, Graham achieved an excellent long-term track record.

Investing 52

Investing Investments Valuation Manufacturing 52

Talon Wealth

SEPTEMBER 14, 2023

How can you best maximize your savings for the years ahead? Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy. Are one or both of you expecting to need long-term care in the future? What cities offer the best amenities, healthcare facilities, and quality of life?

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98

Good Financial Cents

AUGUST 23, 2022

When it comes to choosing the best short-term investments for the next five years, there are three main factors to focus on — liquidity, expectations, and risk. You will likely achieve a lower return than the best long-term investments offer as a result, yet that’s the price you pay for keeping your investment “safe.”

Investing 116

Investing Investments Accounting Banking 116

Trade Brains

NOVEMBER 18, 2023

Best Fundamental Analysis Courses in 2024 : Investing in the stock market requires a deep understanding of the fundamentals of a stock. It is a crucial tool for unlocking the key aspects of a stock, which helps investors understand its potential to be invested. You can enroll in the course here.

Marketing 64

Marketing Marketing Valuation Certification 64

Random Roger's Retirement Planning

FEBRUARY 29, 2024

Realizing that money you need in the short term should not be invested in something that can go down in value is a pretty important thing to understand, we talk about this all the time in the context of sequence of return risk. I've thankfully been aware of this personally for a long time and I believe my life has been better for it.

Retirement 82

Retirement Assets Portfolio Financial Planning 82

Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. Isolating returns in 2023 alone, if an investor would have missed the five best trading days of the year, they’d be up 8% (vs. 19% if fully invested throughout the year).

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Validea

AUGUST 2, 2023

Using this story as inspiration, I thought it would be worth looking at the basics in investing and personal finance to see what investors can learn from the mindset and work ethic of one of the greatest basketball players ever. Patiently allowing investments to grow over the long haul can lead to significant wealth accumulation.

Wealth Accumulation 94

Wealth Accumulation Ethics Investing Investments 94

Trade Brains

AUGUST 1, 2023

Best Positional Trading Strategies: In the fast-paced world, trading can be tough for people with full-time jobs. In this article, we look at the 5 Best positional trading strategies that can help you in achieving favourable returns. One can enter a long position in security if it has consolidated near its support level.

Risk Management 52

Risk Management Marketing Marketing Economics 52