US House Passes Accredited Investor Bill
Wealth Management
JUNE 24, 2025
A new bill expanding the accredited investor definition beyond wealth thresholds has passed the House, potentially increasing access to private markets.
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Wealth Management
JUNE 24, 2025
A new bill expanding the accredited investor definition beyond wealth thresholds has passed the House, potentially increasing access to private markets.
Nerd's Eye View
JUNE 16, 2025
Now, as financial advicers expand their services beyond traditional planning into more holistic, personalized advice, the very definition of financial advice continues to evolve. As a result, firms must continually reassess how they structure their fees to align with their growing range of services.
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Wealth Management
MAY 21, 2025
Explore the New York LLC Transparency Act's requirements for beneficial ownership reporting and its potential revisions following federal CTA definition changes.
Nerd's Eye View
NOVEMBER 11, 2024
Once a contractor or firm has been hired, advisors can help set the stage for success by identifying key stakeholders and agreeing on clear definitions of success. Advisors may also want to consider a contractor's communication style and marketing philosophy to assess compatibility with the firm's values.
Calculated Risk
FEBRUARY 7, 2025
As a result of these two revisions, the gap between the Household Survey of employment and the Establishment Survey estimate of employment after adjusting for definitional differences has narrowed substantially. There is much more in the article.
Nerd's Eye View
JANUARY 7, 2025
We also talk about why Pete views his investing style as a core holding in client portfolios (rather than a thematic addition) in part because he still seeks to at least roughly track the sector composition of broader market indices with investments that meet his sustainability criteria, why Pete uses a combination of individual stocks, ETFs, and mutual (..)
Calculated Risk
JUNE 19, 2025
With the significant changes to policy, the Fed didn't completely meet my definition of a "soft landing", but it was close - and I think they deserve credit. And here is an updated graph of 10-Year Treasury Constant Maturity Minus 2-Year Treasury Constant Maturity from FRED for the last 5 years. The yield curve is no longer inverted.
Calculated Risk
FEBRUARY 26, 2025
The replacement of some of the maturing notes and bonds (which by definition have very short maturities) into new longer-maturity notes and bonds extends the maturity of Federal Reserve Treasury note and bond holdings.
Nerd's Eye View
MAY 15, 2025
There is a definitive difference between actual and perceived capability, and young advisors may risk overcompensating by diving too deeply into the granular details of their recommendations.
Wealth Management
MARCH 21, 2024
About 36% of affluent millennials said they’d probably or definitely leave their current firm in the next year, according to a J.P. Power survey.
Trade Brains
AUGUST 21, 2024
Three Stars South Candlestick Pattern – Definition The three stars south candlestick pattern is a three-candlestick pattern that generally indicates the potential end of a downtrend or a trend reversal. The post Three Stars South Candlestick Pattern – Definition And More appeared first on Trade Brains.
Wealth Management
OCTOBER 19, 2023
The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.
Wealth Management
SEPTEMBER 15, 2023
The IAA is urging the SEC to change its "small business" definition to be based on employee headcount instead of assets under management.
The Reformed Broker
APRIL 15, 2023
Louis XIV fascinates me, I definitely wa. Other than the lack of ice cubes Some shots: The Hall of Mirrors at Versailles, which played host to some amazing moments in the history of the world. The post This Week on TRB appeared first on The Reformed Broker.
Walkner Condon Financial Advisors
OCTOBER 18, 2023
By: Nate Condon The post The Definition of Work-Optional Lifestyle appeared first on Walkner Condon Financial Advisors. People who live a work-optional lifestyle tend to have more flexibility and feel less restrictive than those who simply define themselves as retired. Let’s hope that this trend continues!
The Reformed Broker
JANUARY 21, 2023
The Knicks lost but we definitely won . That’s after doing Closing Bell from the NYSE and then a quick slice at Joe’s Pizza (“Famous Since 1975). A very New York night, really reminded me of what I love so much about this town, despite its flaws and annoyances.
The Big Picture
SEPTEMBER 2, 2022
This is the reason why a $20 trillion, complex global economy with so many different moving parts cannot rely on an oversimplified and dumbed down definition 1 — like two consecutive quarters of negative GDP. Of course, some people insist on using this definition. The FRED Blog , August 29, 2022. Soft Landing RIP (July 25, 2022).
Nerd's Eye View
NOVEMBER 20, 2024
While this requirement might sound relatively straightforward, the lack of a single definition for what this duty actually requires can make it challenging for advisers seeking to understand precisely what it means to comply with this responsibility.
Wealth Management
NOVEMBER 19, 2024
The definitionally conflicted world of serving as both the trustee of a company-owning trust and the company’s chief executive.
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. It is all part of the dynamics of risk markets that by definition go up and down. Have a look at the BAML chart above. 2 The current move from 2021 highs is shown in red.
Wealth Management
MARCH 9, 2023
Your definition of success must be defined and agreed upon before you set out on a business journey.
Wealth Management
APRIL 24, 2023
Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience.
Abnormal Returns
OCTOBER 22, 2023
morningstar.com) There is no single definitive model for the term premium. (awealthofcommonsense.com) Just how expensive are the 'Magnificent Seven' stocks? blog.validea.com) Why TIPS now merit 'serious consideration.' wsj.com) Do investors really understand the return profile of options-writing funds?
Abnormal Returns
OCTOBER 31, 2023
insights.finominal.com) Sustainable investing has a definitional problem. (papers.ssrn.com) Research Do stocks really become less risky over the long run? morningstar.com) Active managers don't successfully turn high volatility into alpha. alphaarchitect.com) How environmental conditions affect investing decisions.
Nerd's Eye View
DECEMBER 6, 2023
Thus, Advice, Business, Compensation, and Securities (ABCS) are the key elements in this definition. Nevertheless, the 'securities' component of the definition has several nuanced exceptions.
Advisor Perspectives
SEPTEMBER 27, 2023
Too many industry “experts” make value out to be much more elusive and complicated than it is.
Abnormal Returns
SEPTEMBER 26, 2024
fastcompany.com) Why you should focus on your definition of success, not someone else's. (newsletter.abnormalreturns.com) Mixed media Some employers are getting out of the business of providing their employees health coverage. npr.org) Warren Buffett's children will have a lot of money to give away. hottakes.space)
The Reformed Broker
DECEMBER 15, 2022
There’s definitely a cloud hanging over the year to come – we’ve never seen a steeper or faster rate hiking cycle in the last half century and a lot of trends that mad. The post Surviving the Recession – on newsstands now!
Abnormal Returns
AUGUST 9, 2022
evidenceinvestor.com) Customized portfolios are by definition more concentrated. (mrzepczynski.blogspot.com) There's not much to see in tactical asset allocation ETF performance. insights.factorresearch.com) Active share doesn't tell us anything about future performance. papers.ssrn.com).
Wealthfront
APRIL 22, 2025
The future is always uncertainthis is true no matter which period of history you look at, and its definitely true right now. Over the last several weeks, financial markets have been volatile because of uncertainty about the impact and extent of tariffs.
Nerd's Eye View
MARCH 14, 2025
Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.
The Big Picture
JULY 6, 2024
Tom Walker offers his balanced, professional — and definitely not celebratory — take on the closing of this chapter in British political history. More than that: It’s been thoroughly punished by the British public, reduced to barely 120 seats, the party’s worst result in its history.
Abnormal Returns
APRIL 2, 2024
By this definition, we’re in the midst of a macroeconomic anxiety attack." (bloomberg.com) Economy Justin Wolfers, "Psychologists describe anxiety disorders as occurring when the panic you feel is out of proportion to the danger you face. nytimes.com) The February JOLTS report shows a stable jobs market.
The Big Picture
NOVEMBER 5, 2022
He co-authored the definitive book on ETFs, “ A Comprehensive Guide To Exchange-Traded Funds ,” for the CFA Institute. As Managing Director of ETF.com, he was a key participant in the rise of the passive and ETF industry. Previously, he was Was Managing Director at Barclays Global Investors. Edward Chancellor’s authored books.
Abnormal Returns
NOVEMBER 23, 2023
nytimes.com) Fossil reconstructions are by definition, man-made. (projects.apnews.com) Drones have disrupted the nature of deep-sea prospecting. bloomberg.com) CTE isn't just an issue for professional football players. undark.org) Little was known about the Canada jay until Dan Strickland came along. npr.org)
The Big Picture
JULY 22, 2022
I agreed to give it a shot, assembling a list of my own, filling it out with a few classics from others: Uncertainty : Objectively speaking “uncertainty” does not increase or decrease – by definition, the future is always inherently uncertain. By definition, they cannot be wrong – only better or worse than expected. What can be wrong?
The Big Picture
MAY 4, 2023
If you are a wages & labor nerd, definitely go check out the entire piece. When we reduce selection and attenuation biases—by excluding areas with local minimum wages and high-wage counties—we find large, significant positive employment effects. Previously : Why Aren’t There Enough Workers?
Abnormal Returns
JUNE 2, 2023
open.spotify.com) Russ Roberts talks with Luca Dellana author of "Ergodicity: Definition, Examples, And Implications, As Simple As Possible." (open.spotify.com) Non-finance Brian Koppelman talks with Seth Godin author of the new book "The Song of Significance: A New Manifesto for Teams." econtalk.org) Preet Bharara.
Abnormal Returns
FEBRUARY 7, 2024
moontower.substack.com) Finance The SEC has expanded its definition of who is a 'securities dealer.' Strategy In the long run, fundamentals matter. albertbridgecapital.com) Some classic investing lessons from Ed Thorp. wsj.com) Incentives matter when it comes to capital providers. chudson.substack.com) Where corporations are borrowing.
The Big Picture
SEPTEMBER 22, 2022
The entire 72-page PDF is definitely worth checking out… Previously : Wealth Distribution Analysis (July 18, 2019). Much of the media focused on a silly number – a forecast of the number of global millionaires by 2026 at >87 million from 62 million in 2021 – a gain of ~40%. Wealth Distribution in America (April 11, 2019).
Calculated Risk
AUGUST 7, 2022
As such, it doesn’t provide definitive evidence regarding the state of the overall economy. Graphs and excerpts reprinted with permission. Rail traffic in July was evenly balanced between commodities with carload gains and those with declines.
Abnormal Returns
FEBRUARY 1, 2024
sports.yahoo.com) The Vision Pro The Vision Pro is definitely a first gen device. (wsj.com) Finance More banks are marking down the value of U.S. office loans. marketwatch.com) Amer Sports ($AS) is now public. spyglass.org) Augmented reality looks to be the future of computing. vanityfair.com) A round up of Vision Pro reviews.
Abnormal Returns
SEPTEMBER 1, 2023
calculatedriskblog.com) The job market is definitely slowing. (ft.com) Lessons from the mutual fund trading scandal, 20 years on. morningstar.com) Economy The August NFP showed continued growth and a 3.8% unemployment rate. bonddad.blogspot.com) The Fed is done. ritholtz.com) Seven economic myths including that the consumer is 'tapped out.'
The Big Picture
MARCH 1, 2023
I mentioned how much fun it was to get back on stage , but it definitely took a while to settle into a groove. I did a brand new presentation last week, the first one since the pandemic lockdown began 3 years ago this month.
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