Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? which manages startups’ employee-equity plans and tracks their investors’ holdings. cnn.com) Economy Some additional signs that the economy is rolling over. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 193

Financial Advising Startup Economy Media 193

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) Make a plan for your stuff, before someone else has to. abnormalreturns.com) Make a plan for your stuff, before someone else has to.

Financial Advising 208

Financial Advising Retail Media Economy 208

Abnormal Returns

JANUARY 1, 2023

ft.com) The 60/40 portfolio had a historically bad year. bloomberg.com) Fidelity is not backing down from its crypto plans. vox.com) Economy Small businesses are finding it easier to hire. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 228

Financial Advising Medical Economics Media 228

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. theverge.com) Kroger ($KR) is planning to buy Albertsons ($ACI). npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing Financial Advising Retail 130

Abnormal Returns

FEBRUARY 9, 2024

(ft.com) A review of "The Four Pillars of Investing, Second Edition: Lessons for Building a Winning Portfolio" by William J. blogs.cfainstitute.org) The bigger the portfolio, the more consequential a spreadsheet error. blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan.

Financial Advising 234

Financial Advising Media Valuation Economy 234

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. As seen in Family Wealth Report.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?

Management 273

Management Assets Portfolio Investing 273