Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

Portfolio 259

Portfolio Investing Investments Economics 259

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investing 154

Investing Investments Management Engineering 154

MainStreet Financial Planning

MARCH 12, 2025

Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.

Economics 87

Economics Asset Allocation Financial Planning Taxes 87

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. jeffreyptak.substack.com) Global China is more diverse (economic) than you think. wsj.com) AI Alibaba ($BABA) has pivoted to AI.

Media 190

Media Economy Retail Banking 190

Abnormal Returns

NOVEMBER 5, 2024

ETFs Passive investing continues to take share. klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. caia.org) How to use trading volume to optimize portfolio construction. caia.org) How to use trading volume to optimize portfolio construction.

Portfolio 157

Portfolio Economics Investments Investing 157

Wealth Management

JULY 26, 2023

Advisors are taking a close look at their portfolios given the current market and economic conditions.

Investing 246

Investing Investments Economics Portfolio 246

Wealth Management

JULY 26, 2023

Advisors are taking a close look at their portfolios given the current market and economic conditions.

Investing 246

Investing Investments Economics Portfolio 246

Nerd's Eye View

MARCH 8, 2023

In the early days of investing, stocks were often evaluated in a vacuum: Investors assessed the plusses and minuses of each company’s stock based on its own merits, with little consideration of the relationship between one stock’s performance and that of the market as a whole.

Investing 232

Investing Investments Portfolio Economics 232

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

Portfolio 52

Portfolio Investing Investments Economics 52

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 193

Management Investing Investments Wealth Management 193

Nerd's Eye View

JULY 3, 2024

As a result, advicers have more options than ever to add value for their clients by tailoring investment portfolios that are specific to their unique needs, goals, and risk tolerance. in mind, there are 3 primary ways that advicers can use Quality ETFs in portfolios. size, industry, location) of early mutual funds.

Portfolio 189

Portfolio Clients Risk Tolerance Accounting 189

The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less. stocks returning 7.8%

Distribution 323

Distribution Economics Portfolio Economy 323

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. bespokepremium.com) The great bond bull market is over.

Media 157

Media Retail Economy Economics 157

Trade Brains

JUNE 28, 2025

India’s corporate landscape is entering its most significant phase of capital investment in over ten years, with companies preparing to nearly double their spending over the next five years, according to S&P Global Ratings. Key drivers of this investment surge include sectors such as power transmission, aviation, and green hydrogen.

Investments 94

Investments Investing Electronics Transportation 94

Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Abnormal Returns

MARCH 4, 2025

Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction. noahpinion.blog) Asset growth High investment has historically led to disappointing future returns. morningstar.com) Research The 2025 Global Investment Yearbook is here.

Math 144

Math Assets Economics Portfolio 144

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

Investing 78

Investing Investments Valuation Advertising 78

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? abnormalreturns.com) There is no holy grail in investing. Strategy Alternatives managers want in on the defined contribution space. morningstar.com) Growth in ETFs are a boon to Jane Street.

Economics 199

Economics Financial Advising Insurance Media 199

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. Any bets on when it breaks 100k? What to make of all this?

Economics 69

Economics Marketing Marketing Economy 69

Nerd's Eye View

AUGUST 8, 2023

What's unique about Lori, though, is how through her multi-decade career, she has built a deep expertise in the investment intricacies and complex issues faced by small-to-mid-sized institutions and ultra-high-net-worth-families with $10s of millions of dollars each, and has built an RIA that focuses on that serious investing expertise as a differentiator. (..)

Investing 245

Investing Investments Compensation Planning Financial Advisor 245

WiserAdvisor

JUNE 18, 2025

In the world of investing, this could not be truer. Long-term investing is where you put your money to work and give it time to grow. Below are 5 long term investment strategies you need to know about in 2025: 1. This is the segment you can explore for long-term investing. Because they hold real value. Why does it work?

Investing 59

Investing Investments Taxes Risk Tolerance 59

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management 141

Wealth Management Marketing Marketing Tax Planning 141

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Investment professionals should consciously avoid using jargon. nbcnews.com) Economy An economic soft landing is still on track. dallasfed.org) The economic schedule for the coming week. Human behavior hasn't.

Financial Advising 259

Financial Advising Economics Media Government 259

Trade Brains

JUNE 10, 2025

These investments usually remain active for a time frame of 6 to 12 months. In summary, the fund manager aims to have the portfolio structured so that the average period it takes to get the cash flows from the investments is kept short. Check Your Portfolio Now! Who Should Consider Low-Duration Funds?

Investing 59

Investing Investments Portfolio Accounting 59

Tobias Financial

APRIL 14, 2025

Market downturns can bring uncertainty, and with recent headlines about tariffs and economic shifts, you may be wondering whats next. Just weeks ago, analysts were predicting continued market growth, and now, concerns about global trade and economic conditions are leading to increased volatility.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

Abnormal Returns

JULY 12, 2024

vox.com) Global Tyler Cowen talks with Brian Winter discuss the politics and economics of nearly every country from the equator down. conversationswithtyler.com) Russell Napier talks with Harold James, author of "Seven Crashes: The Economic Crises That Shaped Globalisation." (linkedin.com) Spotify ($SPOT) has a bundling problem.

Portfolio Management 261

Portfolio Management Economics Portfolio Management 261

Nerd's Eye View

SEPTEMBER 12, 2023

Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count.

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Nerd's Eye View

JULY 5, 2023

stocks has led to the favoritism of ‘local’ investments over international ones through behavioral biases (e.g., However, despite recent market trends, there is a legitimate case to be made for international diversification – starting with the basic tenet of investing that past performance does not promise future returns.

Valuation 246

Valuation Economics Portfolio Investments 246

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. bonddad.blogspot.com) Some unconventional measures of economic weakness. Markets Nvidia ($NVDA) stock is struggling. sherwood.news) European stocks are not struggling.

Engineering 130

Engineering Manufacturing Media Economy 130

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investing 52

Investing Investments Media Portfolio Management 52

The Big Picture

JUNE 20, 2025

My end-of-week morning train beach reads: • Howard Marks on Tariffs: Repealing the Laws of Economics : Tariffs are, primarily, an effort to cause goods to be made domestically even when equivalent foreign goods are cheaper or better (or both). The Big Picture ) • Road to Renewal: Investing in a New Era for Europe. August 31, 2019). (

Economics 130

Economics Government Management Portfolio 130

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. calculatedrisk.substack.com) 19 economic charts worth a look including a look at increased business investment. morningstar.com) For alternatives, Is illiquidity a feature or a bug? savantwealth.com) Don't underestimate how weird the world can be. (mr-stingy.com)

Financial Advising 261

Financial Advising Economy Media Economics 261

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Abnormal Returns

AUGUST 8, 2023

morningstar.com) Behavior Another indication that political polarization is showing up in investor portfolios. klementoninvesting.substack.com) There's no evidence that economic forecasters can actually forecast. alphaarchitect.com) Public pensions that have invested the most in alternatives have seen the worst performance.

Marketing 246

Marketing Marketing Medical Economics 246

Yardley Wealth Management

JUNE 11, 2025

The post The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’ – Sir John Templeton appeared first on Yardley Wealth Management, LLC. So, while pullbacks can be unsettling in the short term, history suggests that staying invested and maintaining a long-term perspective can be beneficial. percent to +13.2

Investing 52

Investing Investments Portfolio Wealth Management 52

Zoe Financial

JANUARY 28, 2025

What do these mean, and which is a sounder investment strategy? Weve simplified the differences between time in the market and market timing to explain the best investing strategies for investors. 2 Investing Is An Emotional Rollercoaster When it comes to investments, company stock prices and markets fluctuate wildly on a daily basis.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98