Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. msn.com) Hedge funds are losing favor among financial advisers and their clients. etf.com) Economy The December NFP report showed continued payroll growth and a 3.7% (visualcapitalist.com) Strategy How to read all those market and economic forecasts.

Financial Advising 211

Financial Advising Media Economy Economics 211

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. vox.com) Economy The U.S. economy grew at a 4.9% abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. rate in Q3.

Financial Advising 244

Financial Advising Valuation Portfolio Economy 244

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. etf.com) Economy Real wages are now above pre-pandemic levels. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Some companies are giving laid off workers more notice.

Assets 242

Assets Financial Advising Media Economy 242

Abnormal Returns

NOVEMBER 2, 2022

wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Housing affordability is at a multi-decade low.

Portfolio 198

Portfolio Financial Advising Medical Retail 198

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. ft.com) Global Germany's economy is off-track. wsj.com) Economy Case-Shiller national home prices were unchanged through June. abnormalreturns.com) Adviser links: motivational interviewing. morningstar.com) For alternatives, Is illiquidity a feature or a bug?

Financial Advising 234

Financial Advising Economy Media Economics 234

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. entertainmentstrategyguy.com) Global It's hard to put a positive spin on Brexit for the UK economy. wapo.st) China spends A LOT on agricultural subsidies.

Financial Advising 185

Financial Advising Startup Valuation Economy 185

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. noahpinion.blog) Economy Higher inflation has not deterred consumer spending. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why it's a great time to be an investor.

Financial Advising 217

Financial Advising Media Economy Portfolio 217

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. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site.

Asset Allocation 239

Asset Allocation Financial Advising Media Assets 239

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? newsletter.abnormalreturns.com) Mixed media What happens when your beach town loses its beach.

Math 235

Math Financial Advising Advertising Distribution 235

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' etf.com) Economy The change in weekly initial unemployment claims are are nearing recessionary levels. 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 195

Financial Advising Startup Valuation Economy 195

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. marketwatch.com) Economy Why the Fed needs a new model of inflation. 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?

Financial Advising 202

Financial Advising Insurance Media Retirement 202

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. ft.com) Economy Q4 GDP is tracking at 2%. tker.co) On the divergence between consumer sentiment and the economy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? politico.com) Why the U.S.

Financial Advising 227

Financial Advising Economics Economy Manufacturing 227

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. thinkadvisor.com) Economy The ISM manufacturing index seems to have bottomed. 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 247

Financial Advising Taxes Manufacturing Media 247

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? slate.com) Economy The Misery Index is falling rapidly. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Harry Markowitz, RIP. Then check out our weekly e-mail newsletter.

Financial Advising 195

Financial Advising Media Economy Economics 195

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? axios.com) Economy Josh Brown, "The economy ought to be able to heal itself for the most part. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Asset Allocation 209

Asset Allocation Financial Advising Startup Economy 209

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 176

Financial Advising Economy Manufacturing Media 176

Abnormal Returns

AUGUST 22, 2023

ft.com) It's hard to find much that is going well for the Chinese economy. abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (msn.com) The Long Cramer Tracker ETF ($LJIM) is closing its doors.

Financial Advising 213

Financial Advising Valuation Retail Media 213

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. theinformation.com) The bloom is off the 'passion economy' rose? ft.com) Economy Existing home sales plunged in December. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Investing 214

Investing Investments Startup Financial Advising 214

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 253

Asset Allocation Financial Advising Assets Media 253

Abnormal Returns

AUGUST 9, 2023

(axios.com) Venture capital Why more markdowns are coming to venture capital portfolio valuations. news.crunchbase.com) China China's economy is now experiencing deflation. economist.com) Economy A re-accelerating economy risks higher base inflation. hunterwalk.com) Do VC platform teams add value?

Financial Advising 176

Financial Advising Economy Valuation Consulting 176

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? bloomberg.com) Economy The state of California is facing a bunch of limits on its growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How high a VIX is too high? newrepublic.com)

Financial Advising 196

Financial Advising Taxes Media Economy 196

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? variety.com) Economy Inflation has stopped going down. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Alternatives managers want in on the defined contribution space.

Economics 151

Economics Financial Advising Insurance Media 151

Abnormal Returns

MAY 9, 2023

Strategy The 60/40 portfolio is flawed, but you need an alternative. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." nytimes.com) Economy Credit conditions are tight in the American economy. Then check out our weekly e-mail newsletter.

Financial Advising 221

Financial Advising Retail Economy Media 221

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. economy didn't go into recession this year. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 196

Financial Advising Portfolio Management Economy Media 196

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. theinformation.com) Economy Producer price increases are easing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) Americans are in no mood to cut back on media subscriptions. thehustle.co).

Financial Advising 171

Financial Advising Startup Media Economy 171

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? theblock.co) Media Buzzfeed News is shutting down. businessinsider.com) Economy Weekly initial unemployment claims are on the rise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Startup Media Portfolio 208

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." humbledollar.com) Finance Ken Bui, "Private equity sucks the good out of American products and businesses." (anneapplebaum.com) Economy Why haven't higher interest rates wrecked the economy already?

Financial Advising 225

Financial Advising Insurance Economy Retail 225

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. barrons.com) Economy The price of one-year CDS on US Treasuries have spiked due to debt limit drama. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five real investing lessons from Warren Buffett's career.

Financial Advising 185

Financial Advising Startup Banking Media 185

Abnormal Returns

MARCH 14, 2023

theirrelevantinvestor.com) A lot of banks have big unrealized underwater bond portfolios. ft.com) Social media will change any future financial crisis. engadget.com) Economy February CPI showed 6.0% abnormalreturns.com) Adviser links: holistic financial guidance. nytimes.com) What's new in GPT-4.

Startup 196

Startup Financial Guidance Financial Advising Media 196

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. wsj.com) Economy "The Fed is no longer behind the curve." abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 212

Financial Advising Retail Media Economy 212

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. institutionalinvestor.com) Economy Has the banking crisis increased the odds of a recession? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 208

Financial Advising Startup Banking Manufacturing 208

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Mixed media Should company vacations be mandatory?

Financial Advising 196

Financial Advising Startup Banking Manufacturing 196

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. spilledcoffee.substack.com) Economy PPI confirms whats happening with CPI. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? In fact, just the opposite is true. Then check out our weekly e-mail newsletter.

Financial Advising 195

Financial Advising Insurance Media Economy 195

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. ft.com) Venture capital Some guidelines for valuing a venture capital portfolio including 'Be conservative.'

Financial Advising 211

Financial Advising Startup Economy Portfolio 211

Abnormal Returns

MAY 7, 2023

humbledollar.com) Concentrated portfolios come with a lot of psychological stress. nytimes.com) Policy How higher minimum wages make for a better economy. npr.org) Economy Catherine Rampell, "Even so, it’s strange that Americans are as dour as they are.Now just imagine how much more bummed out Americans would be if the U.S.

Financial Advising 184

Financial Advising Economy Banking Media 184

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? papers.ssrn.com) Economy The world is the most equal it has been in a century. 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?

Financial Advising 228

Financial Advising Media Government Taxes 228

Abnormal Returns

MARCH 13, 2023

ritholtz.com) The reversal in interest rates could relieve some pressure on bank portfolios. ft.com) Economy In a country as big as the U.S., local economies matter. axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. marginalrevolution.com) Why Signature Bank went under.

Financial Guidance 130

Financial Guidance Financial Advising Startup Banking 130