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 245

Valuation Financial Advising Startup Media 245

Advisor Perspectives

NOVEMBER 28, 2023

Yet every year, the 39-year-old — and his Berwyn, Pennsylvania-based employer Envestnet — helps steer billions of dollars into tailor-made strategies for financial advisers, part of what’s known as the model-portfolio boom.

Portfolio 52

Portfolio Financial Advising Investing Investments 52

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 246

Financial Advising Valuation Portfolio Economy 246

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 244

Assets Financial Advising Media Economy 244

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 247

Financial Advising Manufacturing Media Portfolio 247

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 186

Financial Advising Startup Valuation Economy 186

Carson Wealth

JULY 12, 2022

Specialized financial planning designations are as plentiful as stars in the sky. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. The post What Do Financial Adviser Designations Mean?

Financial Advising 98

Financial Advising Ethics Financial Planning Financial Services 98

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 219

Financial Advising Media Economy Portfolio 219

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 222

Financial Advising Retirement Insurance Banking 222

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 240

Asset Allocation Financial Advising Media Assets 240

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 236

Financial Advising Economy Media Economics 236

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 229

Media Financial Advising Retail Economy 229

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 245

Financial Advising Portfolio Management Media Economics 245

Abnormal Returns

SEPTEMBER 3, 2023

Strategy The math on the 60/40 portfolio looks a lot different than it did a year ago. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? awealthofcommonsense.com) There is a difference between picking and choosing. drorpoleg.com) How Amazon's ($AMZN) advertising business got so big.

Math 237

Math Financial Advising Advertising Distribution 237

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 249

Financial Advising Taxes Manufacturing Media 249

Abnormal Returns

NOVEMBER 17, 2023

alphaarchitect.com) Stock market skew makes portfolio concentration dangerous. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Concentration How worried should you be by an increasingly concentrated stock market? wsj.com) Bonds vs. bond funds: funds are fine for most investors.

Financial Advising 234

Financial Advising Startup Media Communication 234

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 197

Financial Advising Startup Valuation Economy 197

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 204

Financial Advising Insurance Media Retirement 204

Abnormal Returns

JUNE 26, 2023

Strategy Do alternatives belong in your portfolio? nytimes.com) Earlier on Abnormal Returns Adviser links: a decent place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Why young people are at-risk of overtrading. Then check out our weekly e-mail newsletter.

Financial Advising 197

Financial Advising Media Economy Economics 197

Abnormal Returns

AUGUST 22, 2023

abnormalreturns.com) Adviser links: reducing portfolio volatility. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Earlier on Abnormal Returns Research links: investment time horizons. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 215

Financial Advising Valuation Retail Media 215

Abnormal Returns

FEBRUARY 14, 2024

riaintel.com) Do you really need a separate allocation to real estate in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Alternatives managers want in on the defined contribution space. morningstar.com) Growth in ETFs are a boon to Jane Street.

Economics 152

Economics Financial Advising Insurance Media 152

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 205

Financial Advising Startup Portfolio Media 205

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Anything can happen in the stock market over the short run. morningstar.com) Bond investor sentiment has turned. Then check out our weekly e-mail newsletter.

Financial Advising 173

Financial Advising Valuation Banking Media 173

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 254

Asset Allocation Financial Advising Assets Media 254

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 229

Financial Advising Economics Economy Manufacturing 229

Abnormal Returns

AUGUST 27, 2023

mrzepczynski.blogspot.com) Do you need commodities in your portfolio? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How high a VIX is too high? humbledollar.com) Crypto How the 'Fidelity mafia' has infiltrated the crypto industry. Then check out our weekly e-mail newsletter.

Financial Advising 198

Financial Advising Taxes Media Economy 198

Abnormal Returns

DECEMBER 3, 2023

wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Should you care what Wall Street strategists have to say about 2024? nytimes.com) It's easy to load up on cash, harder to put it to work.

Asset Allocation 211

Asset Allocation Financial Advising Startup Economy 211

Advisor Perspectives

OCTOBER 4, 2023

If you go to a financial adviser to chat about investments, here’s how your first meeting will probably go: They will ask you about your attitude to risk. How much money are you prepared to lose?

Financial Advising 52

Financial Advising Portfolio Investing Investments 52

Abnormal Returns

JANUARY 21, 2024

disciplinefunds.com) Crypto A little Bitcoin in your portfolio goes a long way. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (theirrelevantinvestor.com) Diversification Why investors should just take a pass on China. abnormalreturns.com) What you missed in our Saturday linkfest.

Financial Advising 178

Financial Advising Economy Manufacturing Media 178

Abnormal Returns

MARCH 22, 2023

capitalallocators.com) Crypto Does your portfolio have more crypto exposure than you think? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bond market volatility is at GFC-type levels. axios.com) Chasing 'smooth returns' is a fool's errand.

Financial Advising 197

Financial Advising Banking Media Portfolio 197

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 187

Financial Advising Startup Banking Media 187

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 216

Investing Investments Startup Financial Advising 216

Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? tomtunguz.com) Is there too much capital chasing private debt deals?

Financial Advising 214

Financial Advising Retail Media Economy 214

Abnormal Returns

MARCH 17, 2023

mattstoller.substack.com) Fund management Tiger Global wrote down the value of its venture portfolio by 33% in 2022. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (semafor.com) Money moves so quickly making it hard to combat a bank run. Then check out our weekly e-mail newsletter.

Financial Advising 210

Financial Advising Startup Banking Manufacturing 210

Abnormal Returns

MAY 1, 2023

nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (cnbc.com) The banking industry's 'crisis phase' may be over for now. ft.com) The amount of bank failures, measured by assets, rivals that of 2008.

Financial Advising 198

Financial Advising Startup Banking Manufacturing 198

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

JUNE 14, 2023

awealthofcommonsense.com) Focus on the role bonds play in your portfolio. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy When it comes to investing, more activity doesn't guarantee better results. In fact, just the opposite is true. Then check out our weekly e-mail newsletter.

Financial Advising 197

Financial Advising Insurance Media Economy 197