Abnormal Returns

OCTOBER 19, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (economist.com) Earlier on Abnormal Returns Longform links: our gamified lives. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: slowing down.

Financial Advising 209

Financial Advising Investing Investments Media 209

Abnormal Returns

APRIL 22, 2024

mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. citywire.com) What private investments RIAs are allocating towards. papers.ssrn.com)

Financial Advising 208

Financial Advising Wealth Management Management Taxes 208

Abnormal Returns

APRIL 16, 2024

behaviouralinvestment.com) Investing requires a measure of optimism in the future. ofdollarsanddata.com) Fund management 15 more ideas from Seth Klarman's "Margin of Safety" including 'Investment must be thought of as more than stock selection or making a series of solid individual investment decisions.'

Financial Advising 251

Financial Advising Media Economy Investing 251

Abnormal Returns

NOVEMBER 9, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Research links: return on capital. abnormalreturns.com) Can a business go from 'extreme reliability' to 'unreasonable hospitality'? Then check out our weekly e-mail newsletter.

Investing 219

Investing Investments Financial Advising Advertising 219

Abnormal Returns

MAY 24, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (businessinsider.com) Earlier on Abnormal Returns Personal finance links: solved problems. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: costly bond funds.

Investing 190

Investing Investments Financial Advising Startup 190

Abnormal Returns

APRIL 25, 2024

axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Accounting 253

Accounting Consulting Financial Advising Valuation 253

Abnormal Returns

MARCH 5, 2023

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Investing 130

Investing Investments Startup Math 130

Abnormal Returns

APRIL 12, 2024

axios.com) How indexing came to dominate the investment business. ritholtz.com) 15 investing principles including 'I believe managing one’s behavior is more important than managing one’s investments.' abnormalreturns.com) Some interesting developments in the financial media space.

Food 233

Food Financial Advising Media Economy 233

Abnormal Returns

MAY 1, 2024

owners can thank Todd Combs and Ted Weschler for the Apple ($AAPL) investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (collabfund.com) Markets have to clear. fortunesandfrictions.com) Companies Berkshire Hathaway ($BRK.A) axios.com) WeWork is set to exit bankruptcy.

Marketing 251

Marketing Marketing Financial Advising Manufacturing 251

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Financial Advising Investing 98

Abnormal Returns

NOVEMBER 10, 2022

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Personal finance links: big career shifts. abnormalreturns.com) Can a business go from 'extreme reliability' to 'unreasonable hospitality'? Then check out our weekly e-mail newsletter.

Investing 130

Investing Investments Financial Advising Media 130

Abnormal Returns

MARCH 5, 2024

microcapclub.com) Being fearful is no way to invest. abnormalreturns.com) The 2024 UBS Global Investment Returns Yearbook is here! abnormalreturns.com) Adviser links: a reliable support system. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 256

Financial Advising Media Economy Sales 256

Abnormal Returns

MARCH 4, 2024

Markets Has passive investing really broken the stock market? awealthofcommonsense.com) Finance Whatever you call it, clean energy investment is growing. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: a reliable support system. wsj.com) The U.S. is not a standout when it comes to index concentration.

Financial Advising 223

Financial Advising Media Economy Portfolio 223

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. abnormalreturns.com) Adviser links: communication skills. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) The best investors are running their own race. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 187

Financial Advising Communication Media Economy 187

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? axios.com) Earlier on Abnormal Returns Adviser links: old school thinking. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Commodities are having a standout 2024. on.ft.com) Want a stake in a hot AI startup?

Financial Advising 207

Financial Advising Startup Media Economy 207

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest.

Financial Advising 217

Financial Advising Food Startup Wealth Management 217

Abnormal Returns

APRIL 23, 2024

wsj.com) Fund management Despite a market rally, Ark Invest AUM is struggling to maintain AUM. abnormalreturns.com) Adviser links: old school thinking. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? ft.com) How Citigroup ($C) continues to operate in Ukraine.

Financial Advising 234

Financial Advising Media Economy Management 234

Wealth Management

MARCH 11, 2024

The recent crypto rally has financial advisers taking another look as investors worry about missing out on big gains.

Financial Advising 74

Financial Advising Investing Investments 74

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. calculatedriskblog.com) Manufacturing investment is booming. mrzepczynski.blogspot.com) Apple Apple's ($AAPL) USB-C transition is going to be rocky.

Financial Advising 251

Financial Advising Medical Economy Retail 251

Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? nytimes.com) Earlier on Abnormal Returns Adviser links: the curse of knowledge. hbr.org) A look at the tail winds behind the aggregates business.

Financial Advising 233

Financial Advising Media Valuation Economy 233

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 236

Valuation Financial Advising Startup Media 236

Abnormal Returns

FEBRUARY 26, 2024

mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 215

Financial Advising Startup Numbers Media 215

Abnormal Returns

APRIL 19, 2024

advisorperspectives.com) A review of "Enrich Your Future: The Keys to Successful Investing" by Larry Swedroe. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: an age of misinformation.

Startup 240

Startup Financial Advising Media Economy 240

Abnormal Returns

FEBRUARY 27, 2024

biopharmadive.com) Strategy What happens when you invest right before a bear market? msn.com) Fund management Warren Buffett could have continued running investment partnerships with high fees, but he didn't. abnormalreturns.com) Adviser links: zero engagement. Markets Communications and health care are leading the U.S.

Advertising 242

Advertising Financial Advising Communication Economy 242

Abnormal Returns

APRIL 15, 2024

mrzepczynski.blogspot.com) Don't let one mistake keep your from investing over the long run. axios.com) Earlier on Abnormal Returns Adviser links: making the right decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Even the best investors make big mistakes.

Financial Advising 171

Financial Advising Risk Management Media Retail 171

Abnormal Returns

JANUARY 8, 2024

podcasts.apple.com) Career Why it's so important to invest in the next generation of advisers. riaintel.com) Some things veteran advisers wished they knew when starting out including 'Run your business like a business.' (fa-mag.com) fa-mag.com) Many successful financial advisers didn't major in finance in college.

Financial Advising 240

Financial Advising Consulting Retirement Banking 240

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (epsilontheory.com) How much is Bitcoin worth? Nobody really knows. wired.com) The spot Bitcoin ETF fee war is here. Then check out our weekly e-mail newsletter.

Financial Advising 267

Financial Advising Valuation Retail Media 267

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Three broad financial planning designations include: .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

APRIL 3, 2024

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried? Then check out our weekly e-mail newsletter.

Financial Advising 219

Financial Advising Economy Media Economics 219

The Big Picture

SEPTEMBER 30, 2022

At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk. TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios.

Portfolio 285

Portfolio Clients Financial Advising Marketing 285

Abnormal Returns

DECEMBER 12, 2023

ft.com) Citadel Investments had (another) good year. bloomberg.com) ETFs ETFs continue to generate interest among advisers. investmentnews.com) Advisers are, by and large, hanging back on Bitcoin. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Opportunity or threat?

Financial Advising 221

Financial Advising Retail Media Economy 221

Abnormal Returns

DECEMBER 22, 2023

wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly adviser-focused newsletter. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space.

Financial Advising 238

Financial Advising Media Economy Economics 238

Abnormal Returns

AUGUST 23, 2023

Strategy Better investing comes from better decision making. blog.validea.com) The only way to learn about investing is actually putting money on the line. abnormalreturns.com) Research links: investment time horizons. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Communication 193

Communication Financial Advising Media Economy 193

Abnormal Returns

NOVEMBER 20, 2023

integratinginvestor.com) Strategy ESG or not, people are going to invest according to their values. stratechery.com) AI development is computationally, and financially, expensive. axios.com) Finance Wherever you look PE firms are struggling to exit investments. Markets The U.S. Then check out our weekly e-mail newsletter.

Financial Advising 225

Financial Advising Media Economy Sales 225

Abnormal Returns

OCTOBER 30, 2023

morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. newyorker.com) Earlier on Abnormal Returns Adviser links: demonstrating confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy There's nothing magic about asset allocation.

Asset Allocation 231

Asset Allocation Assets Pharmaceutical Financial Advising 231

Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. abnormalreturns.com) Adviser links: demonstrating confidence. Then check out our weekly e-mail newsletter.

Assets 200

Assets Financial Advising Media Economy 200

Abnormal Returns

APRIL 11, 2024

ft.com) Strategy All-time highs shouldn't prevent you from investing in the stock market. theatlantic.com) Financial media Robinhood-backed ($HOOD) Sherwood News has launched. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Media 244

Media Financial Advising Economy Economics 244