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Adviser links: more than the numbers

Abnormal Returns

Podcasts Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies.

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Monday links: performance pressure

Abnormal Returns

(mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' 2023 numbers. axios.com) A growing number of unicorns haven't raised capital in over three years. pluralistic.net) Earlier on Abnormal Returns Adviser links: zero engagement.

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Wednesday links: looking inward

Abnormal Returns

ft.com) Alternatives Alternative investments aren't going to save you in an apocalypse. bloomberg.com) How immigration is affecting the jobs numbers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? howardlindzon.com) On the state of the momentum factor.

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Wednesday links: nothing to do with money

Abnormal Returns

wapo.st) Why is Apple ($AAPL) publicly touting its Apple Card spending numbers? spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) The Baltimore Orioles are reportedly changing hands.

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Friday links: loss and setback

Abnormal Returns

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. wsj.com) Global The pullback from investing in China is clearly visible. wsj.com) A record number of apartments are under construction. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: an insatiable curiosity

Abnormal Returns

Markets Should you invest in stocks when they are at all-time highs? apricitas.io) The November Case-Shiller numbers showed a 5.1% abnormalreturns.com) Adviser links: organic growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? increase in national house prices.

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Friday links: consistent outperformance

Abnormal Returns

awealthofcommonsense.com) No investor, or investment strategy, is perfect. economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? riabiz.com) Blackrock ($BLK) is building its own AI tools.