Abnormal Returns

MARCH 17, 2023

(axios.com) How the downfall of SVB could affect climate and biotech startups. mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Don’t waste your emotional capital investing out of spite. Then check out our weekly e-mail newsletter.

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. economist.com) Earlier on Abnormal Returns Adviser links: starting small. abnormalreturns.com) A list of the best investing blogs of 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 197

Financial Advising Startup Banking Manufacturing 197

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy.

Financial Advising 208

Financial Advising Startup Media Portfolio 208

Abnormal Returns

JANUARY 3, 2023

capitalspectator.com) 2022 was the third worst year for the 60/40 portfolio. investment in semiconductor manufacturing can only do so much. feld.com) 2023 is going to be a year or reckoning for the startup space. wsj.com) Startups are going to experience a "new normal" valuation-wise. axios.com) U.S. in 2022 vs. 2021.

Startup 187

Startup Valuation Financial Advising Distribution 187

Abnormal Returns

JANUARY 11, 2023

Markets How does the 60/40 portfolio perform after big down years? economist.com) Alameda Research made a big investment in miner Genesis Digital Assets soon before the FTX unwind. which manages startups’ employee-equity plans and tracks their investors’ holdings. awealthofcommonsense.com) GMO loves deep value stocks.

Financial Advising 197

Financial Advising Startup Economy Media 197

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” morningstar.com) Ben Carlson, "Investing would be easier if markets followed a set pattern but that’s not how things work. wsj.com) Startups The Miami tech scene got out of the gates fast, now comes the hard work.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

SEPTEMBER 30, 2022

(ritholtz.com) Mitigating risk in your portfolio always comes with a trade-off. ft.com) Finance A profile of startup investment research provider Tegus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? notboring.co) The best VCs know when to buy and when to sell.

Financial Advising 130

Financial Advising Startup Media Economy 130

Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

NOVEMBER 30, 2022

awealthofcommonsense.com) On the death of the 60/40 portfolio. peterlazaroff.com) Rising interest rates have completely changed the investment landscape. howardlindzon.com) How much of a startup investor’s success can be attributed to luck? Strategy Good luck trying to forecast the market using geopolitical events.

Financial Advising 130

Financial Advising Startup Media Economy 130

Sara Grillo

APRIL 10, 2023

Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Wright: We should separate custody from the ability to provide investment advice on those assets.

Investing 52

Investing Investments CFP Financial Advisor 52

Brown Advisory

SEPTEMBER 6, 2022

Global Leaders Investment Letter: August 2022 mhannan Tue, 09/06/2022 - 10:48 Just want the PDF? Capital cycles appear when product shortages and subsequent high prices and rising return on invested capital (RoIC) are met by capital flowing into an industry to satiate the new demand. The key to this is analysis of the supply-side.

Investing 52

Investing Investments Insurance Ethics 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Here, we’ll break down the different types of fees that financial advisors charge in 2023. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 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