Abnormal Returns

AUGUST 1, 2023

ofdollarsanddata.com) What you leave out of your portfolio can be as important as what you put in. ft.com) Retail Suburban malls are now selling for pennies on the dollar. abnormalreturns.com) Adviser links: optimizing the wrong thing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 213

Financial Advising Retail Media Economy 213

Abnormal Returns

MARCH 3, 2023

Markets Retail investors can't quit Tesla ($TSLA) stock. 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.

Financial Advising 192

Financial Advising Retail Media Sales 192

Abnormal Returns

JULY 23, 2023

And when cash is yielding a high real return I think you can argue that cash is the ultimate portfolio insurance." ft.com) How Schwab ($SCHW) plans to profit from integrating TD Ameritrade retail customers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 226

Financial Advising Insurance Economy Retail 226

Abnormal Returns

MAY 12, 2023

awealthofcommonsense.com) Don't let investment regret derail your entire portfolio. blogs.cfainstitute.org) Amazon What is Amazon's ($AMZN) next move in food retailling? thecooldown.com) Banking Why a ban on short selling of bank stocks is ill-advised and unlikely. Then check out our weekly e-mail newsletter.

Financial Advising 153

Financial Advising Banking Food Retail 153

Abnormal Returns

FEBRUARY 16, 2023

theatlantic.com) Finding a good retail CEO is tough these days. ft.com) Why where investors mark the portfolios can be all over the place. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Everything else it built in-house has crashed and burned."

Financial Advising 147

Financial Advising Engineering Valuation Retail 147

Abnormal Returns

JANUARY 18, 2023

allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Economy Retail sales fell 1.1% abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? wsj.com) PE firms are still having problems keeping junior analysts. in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Abnormal Returns

OCTOBER 14, 2022

theirrelevantinvestor.com) Expectations for the 60/40 portfolio have been reset this year. npr.org) Economy Retail sales are pointing to weaker growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Companies Details on Netflix ($NFLX) Basic with Ads is here.

Marketing 130

Marketing Marketing Financial Advising Retail 130

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. retail energy prices have already doubled into the lows of the mid-summer demand season; Dutch TTF (Title Transfer Facility) natural gas futures prices are up nearly 400% year to date 5.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JANUARY 1, 2023

We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. We think our strategy of finding companies that do something special for their customers and deliver high return on capital for shareholders means we have great quality within the portfolio.

Investing 52

Investing Investments Valuation Clients 52

Carson Wealth

JANUARY 14, 2023

Financial professionals registered as agents of broker/dealers are required to follow FINRA Regulation Best Interest (REG BI) which requires they act in the best interest of their retail customers at the time a recommendation is made, but they do not have an ongoing obligation to the customer to provide ongoing advice or monitoring of accounts.

Financial Advisor 52

Financial Advisor CFP Risk Tolerance Certified Financial Planner 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 Banking 59

Abnormal Returns

NOVEMBER 14, 2022

Markets The 60/40 portfolio is on track for its worst year since 1937. theinformation.com) A position at an Apple Store used to be a plum gig, any more it's just another retail job. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: managing sudden wealth. safalniveshak.com) Investor time horizons have shortened.

Financial Advising 228

Financial Advising Advertising Retail Media 228

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. Sort of like a financial think tank?

Management 264

Management Assets Portfolio Investing 264