Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. theweek.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) There is a difference between picking and choosing. wsj.com)

Math 239

Math Financial Advising Advertising Distribution 239

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. bloomberg.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media When your collectibles become your retirement fund.

Financial Advising 208

Financial Advising Insurance Media Retirement 208

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago.

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. morningstar.com) Why young people are at-risk of overtrading. Then check out our weekly e-mail newsletter.

Financial Advising 200

Financial Advising Media Economy Economics 200

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? nytimes.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How high a VIX is too high? abnormalreturns.com) What you missed in our Saturday linkfest.

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

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? wsj.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? 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 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 170

Financial Advising Valuation Banking Media 170

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China.

Financial Advising 179

Financial Advising Economy Manufacturing Media 179

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? foreignaffairs.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales.

Financial Advising 232

Financial Advising Media Government Taxes 232

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." awealthofcommonsense.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 229

Financial Advising Insurance Economy Retail 229

Abnormal Returns

AUGUST 9, 2023

axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. awealthofcommonsense.com) Base effects matter when analyzing economic data. frbsf.org) Earlier on Abnormal Returns Personal finance links: bad financial habits. (bloomberg.com) In China, new EVs are now cheaper to buy than ICEs.

Financial Advising 181

Financial Advising Economy Valuation Consulting 181

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. theatlantic.com) Why economic perceptions have been so negative. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? econbrowser.com) A soft landing is becoming the base case.

Financial Advising 202

Financial Advising Portfolio Management Economy Media 202

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. wsj.com) The last few years broke a lot of economic indicators. wsj.com) The economic schedule for the first week of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? npr.org) Why isn't PPP fraud a bigger deal?

Financial Advising 240

Financial Advising Medical Economics Media 240

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. wapo.st) The economic schedule for the coming week. thecollegeinvestor.com) Are you a financial adviser looking for some out-of-the-box thinking? thecollegeinvestor.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 189

Financial Advising Economy Banking Media 189

Abnormal Returns

APRIL 2, 2023

awealthofcommonsense.com) How to dole out risk in your portfolio. unchartedterritories.tomaspueyo.com) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Your investment strategy needs to work in all markets.

Financial Advising 184

Financial Advising Banking Economy Insurance 184

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). abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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. axios.com) Nick Timiraos, chief economics correspondent for The Wall Street Journal, is the new, new 'Fed whisperer.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Carson Wealth

JULY 12, 2022

Most MSFS programs will contain financial planning classes within their curriculums. . Doctor of Philosophy is a graduate degree awarded in the sciences, branches of economics and social or behavioral areas. Specialized financial planning designations are as plentiful as stars in the sky. Someone with a Ph.D. Life Insurance.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

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

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. papers.ssrn.com) The economic schedule for the coming week. abnormalreturns.com) Why rough edges remain in financial markets: people. Strategy Despite long term progress, the short term often makes us feel pessimistic.

Financial Advising 130

Financial Advising Economy Media Taxes 130

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. When breaking news stories impact nearly everyone, like a market downturn, it’s a significant opportunity to offer your expertise to local media. Localize National News.

Media 52

Media Financial Advisor Education Taxes 52

Abnormal Returns

MARCH 30, 2023

tker.co) How portfolio complexity is too much? wsj.com) How much is social media to blame for the demise of SVB? 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. washingtonpost.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 187

Financial Advising Startup Banking Economy 187

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. That’s it.”

Investing 52

Investing Investments CFP Financial Advisor 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