Midstream Marketing

DECEMBER 10, 2024

Strategies for Building and Maintaining Client Trust Building and keeping client trust is key for success in financial advising. Financial advisors should always put their clients needs first. Transparency in Financial Advising Transparency is very important in financial advising.

Financial Advisor

Abnormal Returns

DECEMBER 23, 2024

thinkadvisor.com) Advisers Why model portfolio performance is often disappointing. financial-planning.com) How to reduce bias in your hiring process. financial-planning.com) How to reduce bias in your hiring process. wsj.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

NOVEMBER 16, 2024

abnormalreturns.com) Podcast links: resilient portfolios. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Does performance on the bar exam explain subsequent lawyer performance? marginalrevolution.com) Earlier on Abnormal Returns What you missed in our Friday linkfest.

Food

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

Abnormal Returns

OCTOBER 25, 2023

(bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: the impact of finfluencers.

Portfolio

Abnormal Returns

NOVEMBER 2, 2022

abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Spending does more than change your bank balance. Then check out our weekly e-mail newsletter.

Portfolio

Abnormal Returns

JANUARY 5, 2024

morningstar.com) A look at different variants of the 60/40 portfolio. msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Good thing his hedge fund is performing well.

Financial Advising

Abnormal Returns

OCTOBER 26, 2023

bestinterest.blog) 60/40 portfolios Where the valuation of the 60/40 portfolio stands. morningstar.com) Why the 60/40 portfolio endures. abnormalreturns.com) Personal finance links: avoiding panicky financial decisions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising

Abnormal Returns

OCTOBER 22, 2024

awealthofcommonsense.com) On the importance of portfolio rebalancing. abnormalreturns.com) Adviser links: time and space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why we diversify. whitecoatinvestor.com) Crypto Stablecoins are emerging as the killer use case.

Financial Advising

Abnormal Returns

DECEMBER 13, 2023

Strategy There's a good chance you need to rebalance your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro?

Assets

Abnormal Returns

NOVEMBER 10, 2023

Strategy The 40 of the 60/40 portfolio is finally earning people something. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) There's still no sign of a turn in the trend favoring U.S. vs. international equities. allstarcharts.com) The case for bonds.

Financial Advising

Abnormal Returns

MARCH 25, 2024

finance.yahoo.com) Which bonds prove as the best portfolio diversifier? institutionalinvestor.com) The Financial Times has a new generative AI chatbot called Ask FT. apolloacademy.com) Earlier on Abnormal Returns Adviser links: better Medicare coverage. (wsj.com) The yield curve has been inverted for a record amount of time.

Financial Advising

Abnormal Returns

AUGUST 30, 2023

bestinterest.blog) Six personal finance mistakes including 'Constructing an unwieldy portfolio.' humbledollar.com) Comparing ChatGPT against a human financial adviser. (wapo.st) Planning A lot of personal finance questions come down to 'it depends.'

Financial Advising

Abnormal Returns

JULY 17, 2024

Strategy Rebalance your portfolio to tame risk, not to increase returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) It's never been easier to get distracted by other people's wealth. wsj.com) How Charles Schwab ($SCHW) is changing its banking business.

Financial Advising

Abnormal Returns

MARCH 4, 2024

(abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? lefsetz.com) The financialization of art is really complicated. ft.com) Hipgnosis Songs Fund has cut the value of its portfolio by around 25%. Then check out our weekly e-mail newsletter.

Financial Advising

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." behaviouralinvestment.com) Why the 60/40 portfolio isn't going anywhere. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Valuation

Abnormal Returns

JULY 23, 2024

blockworks.co) What happens when you at Ethererum to a 60/40 portfolio. abnormalreturns.com) Adviser links: eschewing certainty. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (behaviouralinvestment.com) Crypto What you need to know about the new spot Ethereum ETFs.

Financial Advising

Abnormal Returns

AUGUST 29, 2023

Strategy How (and where) to hold cash in your portfolio. abnormalreturns.com) Adviser links: motivational interviewing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) For alternatives, Is illiquidity a feature or a bug?

Financial Advising

Abnormal Returns

NOVEMBER 15, 2023

blog.validea.com) Some behavioral hacks to prevent you from blowing up your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why it's a great time to be an investor. ritholtz.com) Companies How Canada's Constellation Software invested its way to tremendous success.

Financial Advising

Abnormal Returns

JUNE 15, 2023

Strategy Five common portfolio mistakes including 'portfolio sprawl.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) What do sell-side analysts actually do? capitalgains.thediff.co) Companies Why Shopify ($SHOP) decided to out of the logistics business.

Financial Advising

Abnormal Returns

APRIL 12, 2024

Strategy Prospective bond returns are buoying the prospects for a 60/40 portfolio. abnormalreturns.com) Some interesting developments in the financial media space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? axios.com) How indexing came to dominate the investment business.

Food

Abnormal Returns

DECEMBER 11, 2023

ft.com) Triple-levered anything can wreck your portfolio. ft.com) Financial media The financial media lapped up stories of "organized retail crime." bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: tuning out the noise. (nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto.

Media

Abnormal Returns

JULY 14, 2024

awealthofcommonsense.com) Seven reasons you may want to venture away from the market portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy The stock market has changed so much over the past 50 years. Human behavior hasn't. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

NOVEMBER 30, 2023

etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected.

Financial Advising

Abnormal Returns

AUGUST 20, 2023

Strategy How to think about the bond sleeve of your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? fortunesandfrictions.com) The rise in interest rates is taking its toll on muni bond closed-end funds. mrzepczynski.blogspot.com) There's no insurance without reinsurance.

Financial Advising

Abnormal Returns

JUNE 11, 2024

thinkadvisor.com) What really is the goal of portfolio diversification? abnormalreturns.com) Adviser links: true wisdom. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Diversification We are in a 'bear market for diversification.' Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

OCTOBER 12, 2022

allstarcharts.com) The all-weather portfolio has not fared well in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Sometimes your best trade is a loss. blog.validea.com) Companies Apple ($AAPL) is shifting more production out of China.

Financial Advising

Abnormal Returns

AUGUST 21, 2023

calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Americans are driving more, but still below pre-pandemic levels. abnormalreturns.com) What you missed in our Sunday linkfest.

Asset Allocation

Abnormal Returns

JUNE 21, 2023

ritholtz.com) In a portfolio context, cash is a double-edged sword. ft.com) Tiger Global wants to offload some of its private portfolio positions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Avoiding big errors plays a big role in investment success.

Financial Advising

Abnormal Returns

NOVEMBER 12, 2023

awealthofcommonsense.com) Chances are, you don't need a bespoke portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (allstarcharts.com) Strategy What it going to happen to all those assets in money market fund when yields eventually fall?

Financial Advising

Abnormal Returns

APRIL 19, 2023

realreturns.blog) The 60/40 portfolio never went away. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Five real investing lessons from Warren Buffett's career. ritholtz.com) Is gold worth the headache? savantwealth.com) Know what you own.

Financial Advising

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. Then check out our weekly e-mail newsletter.

Investing

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. abnormalreturns.com) Adviser links: building your bench. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (integratinginvestor.com) Will music royalties turn out to be a worthy investment?

Asset Allocation

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. rogersplanning.blogspot.com) Financial trends reverse just when they seem inevitable. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Rates Allan Sloan, "Don’t fall in love with your money fund."

Financial Advising

Abnormal Returns

FEBRUARY 1, 2024

collabfund.com) Four steps to build a no-fuss portfolio including eliminating redundant accounts. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (capitalspectator.com) The S&P 500 was in positive territory for the month, in contrast with small and mid caps.

Financial Advising

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. shareholder letter.

Financial Advising

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Research links: assessing quant models.

Financial Advising