The Big Picture

DECEMBER 11, 2024

And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. How does that show up in our portfolios? Not only does that show up in our portfolios.

Food

Nerd's Eye View

APRIL 16, 2025

The current environment also presents an opportunity for advisors to emphasize the benefits of diversification – how it has helped protect client portfolios from the worst of recent market declines while still allowing them to participate in market gains.

Clients

Wealth Management

JULY 30, 2025

This structure defers any real value of the carry until portfolio companies are monetized and the fund’s hurdle is cleared. Related: The Impact of Artificial Intelligence on Living Wills and Health Care Proxies The most defensible method for valuing carry is a discounted cash flow model that reflects the fund’s projected economics.

Estate Planning

The Big Picture

APRIL 17, 2025

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. There is nothing in between. (I

Investments

Discipline Funds

MARCH 10, 2025

The investor who buys a 60/40 stock/bond portfolio isn’t just diversifying across assets. Of course, you can build multi-asset portfolios many different ways. This is also what makes retirement planning so difficult – you effectively lose an asset in your portfolio when your income stops or declines.

Assets

Abnormal Returns

MARCH 17, 2025

jeffreyptak.substack.com) Global China is more diverse (economic) than you think. apolloacademy.com) Earlier on Abnormal Returns Adviser links: durable portfolios. (axios.com) Fund management How market concentration affects ETF index construction. morningstar.com) People are not dumping target date funds willy-nilly.

Media

Validea

MARCH 3, 2025

Elliott’s decade of experience leading research at one of the world’s premier hedge funds provides a rare window into institutional-level thinking that individual investors can apply to their own portfolios. He explains why claims of “this time it’s different” rarely hold true over longer time horizons.

Economics

Zoe Financial

JANUARY 28, 2025

A diversified portfolio of investments held for several years has historically proven to provide greater returns than those who try to jump in and out of the market at what they believe are the lows and highs. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. The chart below shows how cumulative US stocks versus bond returns can impact a portfolio over time. Taxes, fees, expenses, trading costs, etc.

Risk Tolerance

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

Carson Wealth

JULY 16, 2025

This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. It’s often characterized by economic pessimism and declining investor confidence.

Investments

Yardley Wealth Management

AUGUST 20, 2024

Fluctuations in stock prices, interest rates, and economic indicators can trigger fear and uncertainty, leading many to abandon their financial plans in favor of reactive decision-making. Diversify Your Portfolio: Diversification is a key strategy for managing risk and reducing the impact of market volatility on your investments.

Financial Planning

Validea

NOVEMBER 9, 2024

Using arbitrary factors like social media sentiment to make investment decisions lacks logical foundation, while focusing on fundamentals like valuations or systematic patterns follows clear economic rationale. Disciplined Execution : The process must be followed consistently through market ups and downs.

Investments

Validea

JANUARY 15, 2025

Moreover, high free cash flow yield stocks tend to exhibit defensive characteristics during market downturns, as their robust cash generation provides a buffer against economic uncertainties. These companies are often better positioned to maintain their operations and financial commitments even when business conditions deteriorate.

Valuation

Carson Wealth

APRIL 21, 2025

Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. The level of tariffs has been much higher than expected, and as a result the expected economic impact is likely to be higher too. We still have no idea where tariffs will end up, let alone the economic impact.

Marketing

Abnormal Returns

NOVEMBER 29, 2024

(sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. abnormalreturns.com) Personal finance links: a boring portfolio. calculatedriskblog.com) Earlier on Abnormal Returns Podcast links: recycled guests. abnormalreturns.com) Longform links: prediction machines.

Media

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Bad Numbers : 4.

Investments

Nationwide Financial

AUGUST 21, 2024

The positive correlation between stocks and bonds, especially in 2022, hurt investors in balanced portfolios such as the traditional 60/40 stock/bond blended models. If so, that would be a welcome development for investors counting on their balanced and diversified portfolios to keep them on track to their investment goals.

Portfolio

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy

Abnormal Returns

JANUARY 5, 2025

axios.com) Strategy Don't let dividends take the wheel of your portfolio. nber.org) The economic schedule for the coming week. Markets The 2020s has seen nothing but big market moves. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. downtownjoshbrown.com) Or your expectations for the Fed.

Media

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

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. treasuries.

Marketing

A Wealth of Common Sense

JANUARY 28, 2025

’m never going to take my entire portfolio to cash because I’m worried about a crash or some terrible economic outcome. Sure, I hold the majority of my investment portfolio in stocks but it’s diversified across geography, market cap and strategy.

Portfolio

Yardley Wealth Management

DECEMBER 17, 2024

Understanding the Current Economic Landscape Before diving into goal-setting, it’s crucial to acknowledge the economic environment we’re navigating. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning

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

Discipline Funds

NOVEMBER 4, 2024

No one has enough control to drive the economic car in a single direction. And while politicians will often take credit for certain outcomes the reality is that the US economic vehicle is being driven by hardworking people who wake up every day and strive to be a little bit better. 1 So get out there and vote.

Economy

International College of Financial Planning

JUNE 17, 2025

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

Compliance

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. As you can see, policy rate expectations have been creeping up since last summer, mostly as the labor market data has come in better than expected (along with other economic data). point, which is what we got).

Marketing

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

Discipline Funds

APRIL 7, 2025

This whole thing really blows my mind because this was never a controversial topic in economics. Okay, this isn’t really about tariffs, but it is related to the way tariffs have impacted my portfolio. And it’s times like these where the behavioral robustness of your portfolio becomes most important.

Portfolio

Random Roger's Retirement Planning

MAY 19, 2025

Here's how Portfoliovisualizer builds a simple Swensen portfolio. The portfolio certainly is simple enough but where bonds with duration are concerned, the world got a little more complex in recent years. I've detailed the manner in which I work these into a portfolio and maybe you think it is simple or maybe not, it is all relative.

Risk Tolerance

Yardley Wealth Management

SEPTEMBER 10, 2024

Diversify Your Portfolio Diversification is key to successful retirement investing. By spreading your investments across various asset classes, sectors, and geographic regions, you can reduce your portfolio’s overall risk. It’s important to regularly review and rebalance your portfolio to maintain your desired level of risk and return.

Retirement

SEI

JULY 15, 2025

They provide capital in the form of debt, equity, or hybrid instruments and are often actively involved in advising or supporting the businesses in their portfolios. based “eligible portfolio companies” valued at less than $250 million. Economic downturns can disproportionately impact these businesses. Advisor considerations.

Distribution

Validea

DECEMBER 20, 2024

.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

Risk Management

Validea

JULY 3, 2025

This exclusive club includes under 70 companies spanning multiple economic sectors. These firms have successfully navigated various economic conditions while continuing to boost their payouts, showcasing their capacity to produce dependable cash flows and allocate capital wisely.

Debt Management

Discipline Funds

APRIL 30, 2025

The NBER defines a recession as A significant decline in economic activity that is spread across the economy and lasts more than a few months. I always struggle a bit with assessing gold in a portfolio. This is a shorthand rule created in the 1970s by Julius Shiskin, a former commissioner at the BLS. What’s an investor to do?

Insurance

Abnormal Returns

NOVEMBER 5, 2024

klementoninvesting.substack.com) Portfolio construction How portfolio diversification works. caia.org) How to use trading volume to optimize portfolio construction. mrzepczynski.blogspot.com) Economics How 'ghost jobs' have messed with the Beveridge Curve. alphaarchitect.com) Regime-based factor allocation.

Portfolio