Random Roger's Retirement Planning

MAY 25, 2025

NEPC posted a short paper about how to choose the right alternatives to diversify a 60/40 portfolio. The introduction covers the same ground we have been covering here forever. Investors can count on a broad array of strategies to incorporate diversification into their portfolios. These approachesoften overlooked in an upmarkethelp diversify away from equity risk which is the most prevalent risk in investment portfolios.

Portfolio 59

Portfolio Management Clients Investing 59

Meb Faber Research

MAY 25, 2025

If you held one of the best-performing mutual funds over the past 25 years, chances are it had a 60% drawdown. If you held one of the best-performing stocks over the past 40 years, chances are it had a 70% drawdown. Could you sit through it? Via Mauboussin The post Even The Best Stocks Have Nasty Drawdowns appeared first on Meb Faber Research - Stock Market and Investing Blog.

Investing 52

Investing Investments Marketing Marketing 52

Mullooly Asset Management

MAY 25, 2025

Access to Private Equity Here are some key takeaways: 1. Private equity involves ownership of companies not publicly traded on stock exchanges, while private credit refers to non-bank lending to businesses that need funding. 2. BlackRock’s CEO Larry Fink suggests future balanced investing might look like 50/30/20 (stocks/bonds/private assets) rather than traditional 60/40 allocation. 3.

Banking 52

Banking Assets Investing Investments 52

Abnormal Returns

MAY 25, 2025

Top clicks this week You are not smarter than Mr. Market. (ritholtz.com) Ted Seides, "The hardest day to invest is always today." (capitalallocators.com) Cash is a drug for investors. (awealthofcommonsense.com) Market timing isn't going to save your portfolio. (downtownjoshbrown.com) Concentrated equity risk isn't worth the bother. (wsj.com) 30 quotes from financial history, including A business model that relies on trickery is doomed to fail.

Portfolio 182

Portfolio Management Investing Investments 182

Advertisement

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Calculated Risk

MAY 25, 2025

This week, in the CalculatedRisk Real Estate Newsletter on March existing home sales, NAR: Existing-Home Sales Decreased to 4.00 million SAAR in April; Down 2.0% YoY , I noted: On a month-over-month basis, median prices increased 2.7% from March and are now down 3.0% from the June 2024 peak. This is less than the normal seasonal increase in the median price for April.

Sales 147

Sales Economics 147

The Big Picture

MAY 25, 2025

Avert your eyes! My Sunday morning look at incompetence, corruption, and policy failures: The Era Of The Business Idiot. The article revealed that assume we believe him, and this wasnt merely a thinly-veiled advert for Microsofts AI tech Copilot consumes Nadellas life outside the office as well at work.( Where’s Your Ed At ) Americas Sports Betting Boom Is About to Backfire : For every dollar in gambling tax revenue, U.S. states spend under a penny on problem gambling.

Math 130

Math Government Taxes Sales 130

oXYGen Financial

MAY 25, 2025

![CDATA[ In 1974, the government created the ERISA laws. At this point, IRAs were introduced as a way to incentivize people to save for their own retirement. It was a tax deferred investment vehicle that would allow the contributor to hold off on paying taxes until the money was distributed. Little did people know at that time, the deal that was made included a requirement that at some point.

Taxes 59

Taxes Distribution Government Retirement 59

Advisor Perspectives

MAY 25, 2025

Given the headwinds Target has faced this year, many advisors were not expecting to hear good news at the retailer’s latest earnings call.

Retail 64

Retail 64

Midstream Marketing

MAY 25, 2025

Key Highlights Successful companies like Amazon and Trader Joe’s strategically focus on business differentiation and customer satisfaction to dominate their markets. Identifying your competitors and understanding their strategies allows you to pinpoint opportunities for innovation. Leveraging SEO and enhancing customer experience are essential to outperform competitors in todays market.

Media 52

Media Ethics Communication Marketing 52

Advisor Perspectives

MAY 25, 2025

Markets rallied after a surprise tariff rollback, but with valuations stretched and policy signals still mixed, investors appear to be leaning toward flexibility, fundamentals, and selective exposure.

Valuation 52

Valuation Marketing Marketing 52

Advertisement

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

Abnormal Returns

MAY 25, 2025

Strategy Nothing great happens without conviction. (investing101.substack.com) Great investors take (a lot) of notes. (polymathinvestor.com) Want to get wealthy? Own equity. (awealthofcommonsense.com) $TRUMP Some firsthand reports from the $TRUMP gala. (cnbc.com) A look at the many deals the Trump family has struck in the past few months. (bloomberg.com) Crypto deals are the lingua franca of the Trump crowd.

Budgeting 162

Budgeting Media Economy Economics 162

Advisor Perspectives

MAY 25, 2025

From an energy perspective, while the trade dispute with China initially impacted oil prices and raised concerns about oil demand (mirrored across tariff discussions), the direct effect on midstream has been limited.

52

52

The Big Picture

MAY 25, 2025

Bob Lefsetz : We tend to think life has an on/off switch. You’re either alive or your dead. But it rarely goes down that way. We thought our classic rock stars were forever. Until they weren’t. They were going to go on tour, maybe walking and playing a bit more slowly, singing in a lower key, but they’d be right there on stage and then POOF, they’d’ be gone.

Medical 246

Medical Financial Advisor Retirement Taxes 246

Advisor Perspectives

MAY 25, 2025

Selling your real estate portfolio, especially investment properties you and your family have held for years or decades, can be a complex process.

Sales 40

Sales Portfolio Investing Investments 40

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management