Advisor Perspectives

DECEMBER 20, 2023

Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? What the “new rate regime” means for portfolios and strategic asset allocations Trends and opportunities in Fixed Income and Equities But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Abnormal Returns

NOVEMBER 22, 2022

elmwealth.com) Are we building portfolios the wrong way? (caia.org) We don't really know how much of the market is held by passive investors. klementoninvesting.substack.com) The case against systematic put protection strategies. pragcap.com).

Economics 130

Economics Management Numbers Portfolio 130

The Big Picture

NOVEMBER 15, 2023

The problem is those behaviors are so destructive to a portfolio. 1 We ignore the reality of human behavior, including the need for some thrills and excitement, at the peril of our portfolios. Note: We deploy many of these solutions at RWM that take advantage of our knowledge of behavioral economics.) We all are! –

Investing 343

Investing Investments Portfolio Economics 343

Trade Brains

DECEMBER 28, 2023

Unusual Economic Indicators : You might have heard about indicators like the Big Mac Index (if you haven’t, you can read our previous article). Today, we’ll introduce you to some unusual economic indicators that might predict the economic conditions. Most Unusual Economic Indicators 1. What is it? What is the proof?

Economy 64

Economy Economics Sales Government 64

Truemind Capital

JANUARY 24, 2024

Many investors of today do not have much idea about how persistently high inflation can be ruinous to the economic health and their own wealth. On the other hand, letting inflation run amok by keeping loose monetary policy is disastrous to economic and political stability. The average Global inflation is multi-decades high.

Portfolio 52

Portfolio Valuation Engineering Banking 52

Dear Mr. Market

OCTOBER 11, 2022

In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. If you didn’t hit the embedded article links above, the Permanent Portfolio is pretty simple at face value. 25% Cash (economic recession).

Portfolio 59

Portfolio Assets Economics Marketing 59

Integrity Financial Planning

DECEMBER 19, 2022

This strategy tells you to put 60% of your portfolio in equities and 40% in bonds or other fixed-income offerings. 2] With high inflation, rising interest rates, and economic uncertainty, stocks have taken a knock in 2022, falling by nearly 23%. [3] In a 60/40 allocation, this negatively affects the whole portfolio. 1] [link].

Portfolio 91

Portfolio Retirement Economy Accounting 91

Integrity Financial Planning

DECEMBER 11, 2023

If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. And while this strategy does have its merits, it can have some flaws in certain economic situations. [1]

Portfolio 52

Portfolio Economy Financial Guidance Financial Planning 52

Abnormal Returns

DECEMBER 26, 2023

cnbc.com) A round-up of recent research on portfolio design including 'Outperforming Equal Weighting.' alphaarchitect.com) Hong Kong went from a standout on economic freedom to laggard. Quant stuff You don't want your AI model to 'hallucinate' when analyzing SEC filings. capitalspectator.com) Regime changes happen in markets.

Economics 268

Economics Portfolio Marketing Marketing 268

SEI

JULY 25, 2023

Jim Solloway, Chief market strategist and senior portfolio manager, and Vivian Estadt, Client service director, present our economic outlook.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Advisor Perspectives

SEPTEMBER 10, 2023

Tony Davidow, Senior Alternatives Investment Strategist, at Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

Economics 52

Economics Investing Investments Portfolio 52

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. 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 Investing 105

Trade Brains

SEPTEMBER 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. The post Top Indian Stocks Held By Goldman Sachs – Portfolio Analysis!

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

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 217

Asset Allocation Wealth Accumulation Assets Portfolio 217

The Big Picture

DECEMBER 1, 2023

This came up yesterday on Portfolio Rescue with Ben Carlson. The entire discussion is worth watching, but the video below is teed up for the economic forecasting discussion. Economic Forecasts: What’s the Probability of a Recession in 2024? It was before the very encouraging CPI, Unemployment, and GDP data releases.

Economy 279

Economy Economics Portfolio Marketing 279

The Big Picture

FEBRUARY 23, 2024

He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Wealth Management Global Investment Committee. Slimmon describes his concentrated portfolios — either 30 US stocks or 20 global stocks — as a way to avoid closet indexing.

Management 193

Management Investing Investments Wealth Management 193

Advisor Perspectives

FEBRUARY 27, 2023

But the so-called low-volatility factor is well explained by other factors, and new research shows it does not reduce exposure to “systemic,” broad-economic risks. Low-volatility strategies are often cited as an anomaly offering higher returns without a corresponding increase in risk.

Portfolio 124

Portfolio Economics 124

Validea

MARCH 3, 2023

For the first time in over 20 years, the traditional 60/40 stock-and-bond portfolio is paying out less than some of the most risk-free securities, reports an article in Bloomberg. Treasury notes climbed to 5.14%, notching it higher than the 5.07% yield on the standard portfolio comprised of 60% U.S. The yield on 6-month U.S.

Portfolio 59

Portfolio Economics Clients Investing 59

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. Let’s first understand what these accounts are and how they work.

Retirement 52

Retirement Portfolio Investing Investments 52

WiserAdvisor

DECEMBER 3, 2023

Creating a well-diversified portfolio is a pivotal task in investing. However, your work is far from complete, even after drafting a diversified portfolio. Rebalancing is a critical step that can help you optimize your portfolio’s performance. However, it is vital to know the right time to rebalance your portfolio.

Portfolio 52

Portfolio Risk Tolerance Asset Allocation Financial Advisor 52

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. econbrowser.com) Any economic slowdown is coming with consumers in pretty good shape. mrzepczynski.blogspot.com) Economic activity continues to shift toward these four Sunbelt cities. nytimes.com) The economic schedule for the coming week.

Financial Advising 225

Financial Advising Economics Economy Manufacturing 225

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 184

Financial Advising Startup Valuation Economy 184

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

The Big Picture

AUGUST 25, 2023

China, Clickbait, & Market Crises: What Investors Should Know About Behavioral Economics Here is the Moneyshow’s description: “Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing.

Wealth Management 246

Wealth Management Economics Assets Management 246

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. Looking ahead, Nationwide Economics foresees a confluence of factors pushing the economy into a moderate recession starting mid-2023. These factors have set the stage for ongoing inflation pressures.

Economics 59

Economics Marketing Marketing Economy 59

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. and global investments.

Valuation 231

Valuation Economics Portfolio Investing 231

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. (papers.ssrn.com) Target date funds hold more in international stocks than the average investor.

Marketing 227

Marketing Marketing Medical Economics 227

Abnormal Returns

AUGUST 21, 2023

insights.finominal.com) Economy Aging isn't great for economic growth. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. (wsj.com) Comparing the diversification benefits of CTAs vs. global macro hedge funds. ft.com) Americans are driving more, but still below pre-pandemic levels.

Asset Allocation 238

Asset Allocation Financial Advising Media Assets 238

Abnormal Returns

JANUARY 5, 2024

visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL.

Financial Advising 210

Financial Advising Media Economy Economics 210

Abnormal Returns

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? marketwatch.com) Economics Weekly initial unemployment claims continue to bounce along the bottom. (valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected.

Financial Advising 241

Financial Advising Portfolio Management Media Economics 241

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 232

Financial Advising Economy Media Economics 232

Abnormal Returns

MAY 23, 2023

Gold Gold is not portfolio insurance. mrzepczynski.blogspot.com) Economics How does the stock market do when the Fed is on pause? systematicindividualinvestor.com) Does economic trend add value above price trend? alphaarchitect.com) What is Bitcoin worth? papers.ssrn.com) What can we learn from the meme stock phenomenon?

Asset Allocation 147

Asset Allocation Economics Insurance Assets 147

Advisor Perspectives

DECEMBER 15, 2023

Macroeconomic uncertainty remains elevated. We believe a recession in 2024 is more likely than not. Non-profit hospital systems have faced significant operational pressures, and may continue to experience challenges in the near-term.

Economics 52

Economics Portfolio 52

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. awealthofcommonsense.com) There is a difference between picking and choosing. humbledollar.com) Companies Nvidia ($NVDA) has succeeded with a distributed workforce. labor market is slowing.

Math 233

Math Advertising Financial Advising Distribution 233

The Big Picture

NOVEMBER 17, 2022

That is according to a study by Julian di Giovanni, who publishes at the NY Fed’s blog Liberty Street Economics. My job is not to give policy advice to the Fed, but to interpret what they are doing and its most likely impact on our portfolios. Liberty Street Economics, August 24, 2022). Short answer: 40%. November 7, 2022).

Medicine 363

Medicine Economics Medical Economy 363

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. fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds. wealthmanagement.com) Finance Higher real yields are going to impact all manner of sectors.

Financial Advising 201

Financial Advising Insurance Media Retirement 201