Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? businessinsider.com) Economy Weekly initial unemployment claims are on the rise. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! restofworld.org) Housing Homebuilders aren't keeping up with demand.

Financial Advising 217

Financial Advising Startup Media Portfolio 217

Abnormal Returns

FEBRUARY 16, 2023

ft.com) Why where investors mark the portfolios can be all over the place. axios.com) Funds Tax efficiency is the secret sauce of ETFs. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 130

Financial Advising Economy Media Taxes 130

AdvisorPR

OCTOBER 28, 2020

For example, when the market experienced extreme volatility this past March, it was an opportune time for advisors to share their expertise on how to respond or what to consider to diversify risk in their portfolio. During tax time, what might be considered a slow tax season at your office, could be newsworthy to a local reporter.

Media 52

Media Financial Advisor Education Taxes 52

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. msn.com) Policy Who gains from corporate tax cuts? statnews.com) Economy Economic data doesn't move in straight lines. thebasispoint.com) Immigrants and women are leading the labor economy recovery. Markets The stock market hates rising inflation.

Financial Advising 191

Financial Advising Startup Banking Economy 191

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

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 268

Management Assets Portfolio Investing 268