Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. washingtonpost.com) Economy The U.S. theweek.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? labor market is slowing.

Math 239

Math Financial Advising Advertising Distribution 239

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. marketwatch.com) Economy Why the Fed needs a new model of inflation. bloomberg.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Insurance Media Retirement 208

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why young people are at-risk of overtrading. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 200

Financial Advising Media Economy Economics 200

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 213

Asset Allocation Financial Advising Startup Economy 213

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 179

Financial Advising Economy Manufacturing Media 179

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 181

Financial Advising Economy Valuation Consulting 181

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. nytimes.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 202

Financial Advising Taxes Media Economy 202

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Asset Allocation 255

Asset Allocation Financial Advising Assets Media 255

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. theatlantic.com) Why economic perceptions have been so negative. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. economy afloat. people.com)

Financial Advising 202

Financial Advising Portfolio Management Economy Media 202

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses." (anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 229

Financial Advising Insurance Economy Retail 229

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 189

Financial Advising Economy Banking Media 189

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? papers.ssrn.com) Economy The world is the most equal it has been in a century. foreignaffairs.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 232

Financial Advising Media Government Taxes 232

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. nytimes.com) Regional banks are a linchpin for the economy. bloomberg.com) Economy Why we should be celebrating the current employment situation. unchartedterritories.tomaspueyo.com) The economic schedule for the coming week.

Financial Advising 184

Financial Advising Banking Economy Insurance 184

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. vox.com) Economy Small businesses are finding it easier to hire. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. Markets Global stocks and bonds lost more than $30 trillion for 2022.

Financial Advising 240

Financial Advising Medical Economics Media 240

Abnormal Returns

FEBRUARY 16, 2023

ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) Funds Tax efficiency is the secret sauce of ETFs.

Financial Advising 146

Financial Advising Engineering Valuation Retail 146

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. npr.org) Economy Retail sales are pointing to weaker growth. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' bonddad.blogspot.com) Apartment rents are in decline.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. papers.ssrn.com) The economic schedule for the coming week. ritholtz.com) The U.S.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Abnormal Returns

JULY 12, 2022

wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. fastcompany.com) Economy How to model an economic recession in real-time. abnormalreturns.com) Adviser links: a story as old as time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 130

Financial Advising Media Economy Economics 130

Abnormal Returns

MARCH 30, 2023

tker.co) How portfolio complexity is too much? investmenttalk.substack.com) Economy Weekly initial unemployment claims are holding below 200k. calculatedriskblog.com) Economic momentum is reaching recession levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 29

Financial Advising Media Banking Economy 29

Abnormal Returns

OCTOBER 16, 2022

60/40 portfolios The 60/40 portfolio is having its worse returns in a century. marketwatch.com) Why investors should pay more attention the 40 in a 60/40 portfolio. ritholtz.com) Why you shouldn't make big changes to your portfolio based on economics. kyla.substack.com) Why the Fed should take abeat.

Financial Advising 191

Financial Advising Portfolio Valuation Economy 191

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. statnews.com) Economy Economic data doesn't move in straight lines. thebasispoint.com) Immigrants and women are leading the labor economy recovery. washingtonpost.com) The economic schedule for the coming week. The future not so much.

Financial Advising 187

Financial Advising Startup Banking Economy 187

AdvisorPR

OCTOBER 28, 2020

Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories.

Media 52

Media Financial Advisor Education Taxes 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

Abnormal Returns

FEBRUARY 5, 2023

rationalwalk.com) The 60/40 portfolio reset in 2022. vox.com) Economy How the January NFP report lines up with other economic data. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) Check out my recent appearance on The Money Show with Chuck Jaffe talking all things financial media.

Financial Advising 198

Financial Advising Media Economics Economy 198

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. As seen in Family Wealth Report.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?

Management 270

Management Assets Portfolio Investing 270