Wealthfront

MARCH 11, 2024

Whether you’re a new investor getting started for the first time or a seasoned investor looking to invest more, it can be tempting to wait for the “right time” to invest.

Investing 52

Investing Investments Marketing Marketing 52

Truemind Capital

APRIL 5, 2024

As many of you know, I am an investment professional. Therefore, it’s natural for me to think of analogies from table tennis that apply to winning the game of investments. Here are three fundamental qualities that you need to win in sports and investments (applicable to many sports but I will stick to table tennis here): 1.

Investing 105

Investing Investments Risk Tolerance Asset Allocation 105

Don Connelly & Associates

APRIL 10, 2023

Though it takes time to achieve thought leadership, the return on whatever investment of time and resources can be unparalleled. If you have a couple of hours a month to devote to writing, blogging can be your most effective marketing activity.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. The core tenet is that lower risk stocks, as measured by volatility of returns, can generate better risk-adjusted returns over the long run compared to the overall market.

Investing 59

Investing Investments Pharmaceutical Risk Tolerance 59

Meb Faber Research

SEPTEMBER 6, 2023

Episode #498: Liz Ann Sonders on The State of the Markets Guest: Liz Ann Sonders is the Chief Investment Strategist of Charles Schwab. She has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.

Marketing 124

Marketing Marketing Education Economics 124

Trade Brains

APRIL 22, 2023

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You can start investing with as little amount as Rs 1,000.

Investing 98

Investing Investments Marketing Marketing 98

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

Meb Faber Research

APRIL 10, 2024

Source Global Financial Data The post Global Stock Market CAPE Ratios appeared first on Meb Faber Research - Stock Market and Investing Blog. For the full list by country head on over to The Idea Farm…it’s free!

Marketing 52

Marketing Marketing Investing Investments 52

Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. I was worried thinking about the situation when the markets would crash, would he continue to run his SIPs? Neither, I am implying that markets will go into the correction mode in some time.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

XY Planning Network

NOVEMBER 27, 2023

October ended with the S&P 500, Russell 3000, MSCI World Ex USA, MSCI Emerging Markets, and DJ Global Select REIT in the negative for 1-month and 3-month periods, so some clients will certainly be ready for us to answer the question, “What is it this time?”

Risk Tolerance 91

Risk Tolerance Financial Advisor Investing Investments 91

Validea

MARCH 30, 2023

In this episode, we talk factor investing with AJO Vista Head of Investments Chris Covington. We discuss their unique approach to factor investing and how they apply it to less crowded markets. We take a detailed look at their strategy and discuss value, quality, momentum and their approach to measuring stability.

Investing 59

Investing Investments Marketing Marketing 59

Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Just like everything with digital marketing, there’s a lot of nuance to it, so it’s not that simple.

Financial Advisor 59

Financial Advisor Engineering Education Financial Planning 59

Meb Faber Research

FEBRUARY 2, 2024

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. There are concerns about commercial […] The post Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks appeared first on Meb Faber Research - Stock Market and Investing Blog.

Banking 72

Banking Investing Investments Marketing 72

Validea

OCTOBER 12, 2023

Market timing is extremely difficult, evidenced by Stanley Druckenmiller’s conviction last year to short the dollar, only to be taken aback when the dollar index rose more than 2%. Indeed, arguing about active vs. passive investing is beside the point when looking at the cost of investors who time the market incorrectly.

Marketing 98

Marketing Marketing Investing Investments 98

Zoe Financial

APRIL 22, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 22, 2024 Watch Time: 3.6 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 3% for the week. 3rd week in a row that we’ve seen the market go down. 3 Factors Affecting the Market: 1.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MAY 6, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 06, 2024 Watch Time: 3.4 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 0.5% Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

APRIL 8, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 08, 2024 Watch Time: 3 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was down 1% for the week. Economies and markets fluctuate. Dow Jones was down even more, 2.3%. Unemployment ticked down to 3.8%.

Marketing 52

Marketing Marketing Taxes Economics 52

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. But these are averages, and investors can sometimes get lucky and invest when the returns are much higher (i.e., Patience is also hard. On average, the S&P has produced a 10.3% the Low column).

Investing 119

Investing Investments Portfolio Assets 119

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

52

52

Truemind Capital

MARCH 1, 2024

And it plays a dominant role in the world of investments. When the markets keep rising over the recent past, without much correction, most of us start believing that it will continue to rise in the future as well without much downside. The market participants ride this bias and talk about eye-popping recent gains.

Investing 52

Investing Investments Media Portfolio 52

Meb Faber Research

JULY 15, 2022

Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6) Author: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity.

Investing 52

Investing Investments Portfolio Management Marketing 52

Random Roger's Retirement Planning

OCTOBER 29, 2023

I don’t have a Bloomberg to price these but I’m thinking if there’s a market for them, they have to be 30-35 cent on the dollar. I probably wrote about this one a couple of times back in the first iteration of this blog. FAIRX is 82% invested in Florida real estate developer St. Yikes, but they’ll get their money back at….,

Insurance 80

Insurance Clients Math Portfolio 80

Validea

OCTOBER 23, 2023

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them.

Investing 64

Investing Investments Financial Planner Economics 64

Truemind Capital

FEBRUARY 8, 2024

Never invest in an asset for which you don’t understand the maximum risk. The curse of a bull market is that everyone is drawn into the awe of rapidly rising prices due to the fear of missing out (FOMO). Knowing what you are doing is the most important aspect of any investment. Now, how do you evaluate the maximum risk?

Investing 52

Investing Investments Assets Portfolio 52

Validea

OCTOBER 18, 2022

An animated video created by Visual Capitalist displays what Warren Buffett and his holding company Berkshire Hathaway have invested in since 1994, based on research from the last three decades of the Berkshire’s financial reports. The post Berkshire’s Investments Since 1994 appeared first on Validea's Guru Investor Blog.

Investing 111

Investing Investments Banking Portfolio 111

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). The S&P 500 was up 1.9 Nasdaq was up 2.3%

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

APRIL 29, 2024

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 29, 2024 Watch Time: 3.2 minutes Welcome to this week’s Market Drama! Stock Market Updates: The S&P 500 was up 2.7% PCE inflation data didn’t show any signs of encouragement for the markets: Index was slightly higher than expected, 2.8%

Marketing 40

Marketing Marketing Taxes Financial Advisor 40

Indigo Marketing Agency

NOVEMBER 17, 2021

The answer to both is strategic marketing. And financial advisor blog posts are an integral part of marketing strategically. At Indigo Marketing Agency, we work with top advisors to use content marketing to generate awareness and referrals. How I Invest My Money . Hello and Goodbye; Our Team Updates .

Financial Advisor 52

Financial Advisor Clients Retirement Planning Retirement 52

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Financial Advising Investing 98

Truemind Capital

FEBRUARY 8, 2024

Because doctor recommended – What is suitable for their skin type – How much needs to be applied – What should be the frequency of the application – For how long to keep the solution on the hair – Some diet changes A similar situation is with many people in the area of investments.

Investing 52

Investing Investments Fee Only Consulting 52

Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog.

Financial Advisor 52

Financial Advisor Financial Planning Clients Communication 52

Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

Asset Allocation 130

Asset Allocation Investing Investments Assets 130

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. The S&P 500 was up almost 1%.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Recorded: […] The post Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.

Investing 69

Investing Investments Portfolio Management Portfolio 69

Random Roger's Retirement Planning

APRIL 22, 2024

Jason Zweig wrote an article titled How Not to Invest in the Bond Market. This blog has pretty much evolved into 100 ways to build a portfolio without bonds. The article devoted a good amount of space to bond market math, focusing on the pain of owning the iShares 20+ Year Treasury ETF (TLT) and bond funds in general.

Marketing 88

Marketing Marketing Financial Advising Math 88

Validea

JANUARY 1, 2024

2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. We discuss what we learned in markets and what we learned in our lives and how that will inform our approach going forward.

Investing 52

Investing Investments Economy Marketing 52