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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? arstechnica.com) Schools that invested in Chromebooks are regretting the decision.

Math 236

Math Financial Advising Advertising Distribution 236

Abnormal Returns

MARCH 5, 2023

noahpinion.substack.com) Some math behind putting Social Security back on solid footing. armoxon.substack.com) Economy Given everything, why aren't home prices lower? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) How to reuse the Operation Warp Speed model.

Investing 130

Investing Investments Startup Math 130

Aleph

JANUARY 14, 2023

link] This situation may be hopeless, so learn from the broader principle: be careful before investing in anything where it is extra difficult to vote out management. There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 11, 2023 Barbarians Are at Grayscale’s Gates. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. The advice part of being a financial adviser is the hard part. NADIG: — through all the acquisitions they were doing.

Management 270

Management Assets Portfolio Investing 270