Abnormal Returns

DECEMBER 26, 2022

(morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations.

Risk Tolerance 198

Risk Tolerance Financial Planner Financial Advising Compliance 198

Abnormal Returns

AUGUST 7, 2023

wiredplanning.com) Meb Faber talks Future Proof and stock market valuation with Ben Carlson and Michael Batnick. mebfaber.com) 401(k) plans More companies are offering Roth 401(k) options. institutionalinvestor.com) The biz Affiliated Managers Group ($AMG) is in the business of buying minority RIA stakes.

Financial Advising 130

Financial Advising Valuation Communication Clients 130

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52