Calculated Risk

MARCH 11, 2025

And on the Treasury front the Federal Reserve has reinvested some (but not all) of the Treasuries that have been maturing (which by definition are short duration) into intermediate and long maturities, with the amount reinvested determined by caps and targeted balance sheet levels. And by letting its still sizable ($2.2

Assets 165

Assets Portfolio Accounting Marketing 165

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Financial Planner 231

Financial Planner Wealth Management Retirement Investment Planning 231

The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. So by definition, this type of strategy is a quality strategy; So it avoids a lot of those types of companies.

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Valuation Investments Investing Numbers 147

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

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Dear Mr. Market

AUGUST 5, 2022

While everyone is bantering about the official definitions of what a recession is, we’re very likely to see a period of stagflation. Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC.

Portfolio 105

Portfolio Risk Tolerance Valuation Investments 105

The Big Picture

APRIL 6, 2023

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Active portfolio management strategy? RWM runs over $3 billion in client assets. Yet that is what these releases imply to their readers. ” Because we are not.

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Wealth Management Portfolio Management Clients Portfolio 278

The Big Picture

FEBRUARY 7, 2024

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. So his own portfolio started selling the S&P 500 and buying value.

Investments 296

Investments Investing Valuation Portfolio 296

Trade Brains

JANUARY 28, 2023

Before we take a look at Dolly Khanna Portfolio let’s have a view into who she is. Her stock portfolio is managed by her husband Rajiv Khanna , who is a graduate of IIT Chennai in chemical engineering. A few of the recent investments of Dolly Khanna portfolio are in Zuari Industries Ltd, and National Oxygen.

Portfolio 83

Portfolio Food Engineering Investments 83

The Big Picture

OCTOBER 28, 2023

He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. Bloomberg ) Be sure to check out our Masters in Business next week with Michael Carmen , who is the Co-Head of Private Markets at Wellington Management. trillion in client assets.

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Wealth Management Banking Financial Services Assets 278

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

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Financial Planner License Financial Advisor Retirement 233

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Are all answered in our conversation.

Taxes 147

Taxes Portfolio Management Investments 147

Nerd's Eye View

JANUARY 9, 2024

We also talk about Kimberly's journey of trying every "Food Group" in the industry (all the different industry channels where you can work as an advisor) before starting an independent practice with her now-ex-husband , the way that Kimberly and her ex-husband grew the practice but each focusing on their individual strengths (where he drove marketing (..)

Financial Advisor 246

Financial Advisor Financial Planner Clients Food 246

Trade Brains

AUGUST 9, 2024

Bearish Breakaway Candlestick Pattern – Definition The bearish breakaway candlestick pattern is a reversal pattern that typically forms at the end of a bullish trend. The post Bearish Breakaway Candlestick Pattern – Definition And More appeared first on Trade Brains.

Risk Management 59

Risk Management Marketing Marketing Portfolio 59

The Big Picture

SEPTEMBER 18, 2024

Let me intervene first though and say there’s two different definitions of happiness that we should make sure are clear one is sort of just the day-to-day: Good mood, bad mood having you know positive emotions. Brian Portnoy : Investing outside of a well-defined financial plan is speculation.

Food 277

Food Numbers Risk Tolerance Education 277

Calculated Risk

AUGUST 27, 2024

It’s a start at unpacking some of the concepts and definitions. There is a lot that can be said about loan servicing, but let’s start with the basics: Servicers have two major types of servicing portfolio: loans they service for themselves and loans they service for other investors.

Medical 182

Medical Sales Accounting Portfolio 182

Trade Brains

AUGUST 14, 2024

Three Stars North Candlestick Pattern – Definition The Three Stars North candlestick pattern is a three-candlestick pattern that generally indicates the potential end of an uptrend or a trend reversal. The post Three Stars North Candlestick Pattern – Definition And More appeared first on Trade Brains.

Risk Management 52

Risk Management Marketing Marketing Banking 52

The Big Picture

FEBRUARY 14, 2023

Consider this definition: “ Investing is the art of using imperfect information to make probabilistic assessments about an inherently unknowable future.” Similarly, excess fees and overtrading are more likely to hurt our portfolios than crashes. We spend far too much worrying about Black Swans than the mundane.

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Investments Investing Management Insurance 299

The Big Picture

JULY 24, 2024

We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. It’s the people who just leave it alone and go enjoy the rest of their lives and leave their portfolio alone to compound uninterrupted for years or decades tend to be the ones looking back who have done the best.

Math 273

Math Retirement Portfolio Economy 273

Random Roger's Retirement Planning

JANUARY 29, 2023

A common reason to have fixed income exposure, often 40% of a portfolio, is to help manage equity market volatility. The simple definition of return stacking is using some amount of leverage such that you potentially increase the annualized rate of return a little bit while reducing the risk a little bit.

Portfolio 75

Portfolio Asset Allocation Assets Clients 75

Random Roger's Retirement Planning

JUNE 3, 2025

I do not think a two or three fund portfolio is optimal but it is valid and I think it is hard to justify some sort of model with a lot of funds that results just like a 60/40 mutual fund like Vanguard Balanced Index Fund (VBAIX). Portfolio 2 is plain vanilla 60/40. The blending accomplishes a sophisticated outcome.

Portfolio 59

Portfolio Marketing Marketing Clients 59

Trade Brains

SEPTEMBER 16, 2023

How To Diversify Your Investment Portfolio : “Don’t put all the eggs in one basket” is a piece of standard investment advice most of us have received if we are investing in the stock market. Meaning Diversification of an investment portfolio refers to investing money into different asset classes like shares, bonds, mutual funds, etc.

Portfolio 69

Portfolio Investments Investing Assets 69

The Big Picture

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Melissa Smith : Definitely not. What was the original plan? Melissa Smith : For three years.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

DECEMBER 1, 2023

Best Mukul Agrawal Portfolio Stocks : Every world has its celebrity, who set the benchmark in their field. These celebrities to some are the definition of Perfection. As of September 30 th , 2023 Mukul Agrawal’s portfolio had about 53 stocks with a Net Worth of about Rs. 33,505 EPS ₹16.06 Stock P/E 94.10 Stock P/E 8.99

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Portfolio Analysis Portfolio Engineering Banking 59

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” news.crunchbase.com) Economy The economy isn't in recession, but it is definitely slowing. It probably won’t be. Even if it is, it may not match their expectations." econbrowser.com) Job changers are seeing big boosts in pay.

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Startup Financial Advising Portfolio Management Economy 130

The Big Picture

JANUARY 16, 2024

And my mom’s a speech pathologist, so our dinner table conversation definitely had a business orientation, especially a small business owner. And so I definitely learned a lot there. I worked in sort of a quasi portfolio management role for like a single client account type business. Definitely. Like everyone else.

Assets 264

Assets Investments Investing Management 264

The Big Picture

MAY 22, 2025

From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. There’s a great quote from Warren Buffett where he says, The definition of success in life is when the people who you want to love you do love you.

Food 147

Food Valuation Investments Investing 147

Discipline Funds

APRIL 30, 2025

I always struggle a bit with assessing gold in a portfolio. By definition, you don’t know how your insurance will perform. But that’s just a short-term guess on my part and you’d never want insurance, which is typically a longer duration instrument to begin with, to be the centerpiece of a portfolio.

Insurance 75

Insurance Financial Planning Government Economy 75

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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Management Numbers Transportation Accounting 130

The Big Picture

DECEMBER 6, 2022

And definitely, their retail market participation is significantly lower than you can see in the U.S. But I think it’s definitely changing, Barry, because, you know, you see more and more fintech platforms and robo-advisors that in a way, are making accessing financial markets easier for more and more investors in in Spain.

Clients 162

Clients Investments Investing Management 162

Random Roger's Retirement Planning

JUNE 22, 2025

Morningstar had an article titled How Does Your 60/40 Portfolio Allocation Compare With The Pros? I think it is important for a portfolio to differentiate and of course the consensus does not.by definition. I think it is important for a portfolio to differentiate and of course the consensus does not.by definition.

Medical 59

Medical Portfolio Taxes Marketing 59

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

The Big Picture

SEPTEMBER 25, 2024

. ~~~ About Jeremy Schwartz: Jeremy Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies, and multi-asset Model Portfolios. But when you buy a broad market portfolio, You’re getting that diversification.

Portfolio 173

Portfolio Investments Investing Assets 173

BlueMind

SEPTEMBER 3, 2022

Asking relevant questions will help you determine how willing or averse they are to taking risks, you can guide them to select the best risk directive or model portfolio to achieve their goals. That’s the simple definition, however, the financial definition has a more definitive meaning.

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Risk Tolerance Clients Portfolio Financial Advisor 105

The Big Picture

NOVEMBER 14, 2022

My back-to-work morning train WFH reads: • Big Investors Are Giving Up on Crypto Markets Going Mainstream : Bitcoin as a portfolio diversifier hasn’t worked for investors Crypto won’t ‘find a home in institutional asset allocation’. Bloomberg ). Wall Street Journal ). • Morningstar ). Institutional Investor ).

Asset Allocation 147

Asset Allocation Media Management Portfolio 147

The Big Picture

FEBRUARY 28, 2024

We know investors seek expressive benefits from their portfolios. To help us unpack this and what it means for your portfolio, let’s bring in Meir Statman. So, let’s just start with a basic definition. Is there any impact of ESG or SRI on portfolio performance versus the broader market? That includes values.

Investments 162

Investments Investing Financial Advisor Portfolio 162

Discipline Funds

OCTOBER 31, 2024

What matters is how we use the printed assets/liabilities and whether they’re used to create wealth.

Government 98

Government Accounting Assets Economy 98

Carson Wealth

MARCH 31, 2025

For example, if you have a fixed-rate mortgage with a low interest ratesay 3%and you could potentially earn a 7% return by investing in a moderate-risk portfolio, you might consider letting the loan run its course. Theres no one-size-fits-all approach to working toward your definition of success.

Financial Advice 59

Financial Advice Retirement Consulting Investments 59