Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? nytimes.com) Why the U.S.

Financial Advising 197

Financial Advising Portfolio Management Economy Media 197

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. bloomberg.com) When lower sales make for lower losses. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: estate tax intricacies.

Financial Advising 212

Financial Advising Startup Economy Portfolio 212

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

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. abnormalreturns.com) Why rough edges remain in financial markets: people. wsj.com) Creator royalties are a key feature of the NFT space.

Financial Advising 130

Financial Advising Economy Media Taxes 130

MarketWatch

APRIL 10, 2023

stock tumbled 38% in premarket trade Monday, after the maker of food storage products issued a going-concern warning late Friday, saying it has hired financial advisers to help navigate its near-term challenges. Tupperware is also reviewing its real-estate portfolio with an eye for potential sales or lease-back transactions, it said.

Financial Advising 98

Financial Advising Food Numbers Sales 98

WiserAdvisor

DECEMBER 1, 2023

These milestones can often bring unique financial challenges for physicians. A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., each of these events can profoundly impact an individual’s financial situation.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

AdvisorPR

OCTOBER 28, 2020

For example, when the market experienced extreme volatility this past March, it was an opportune time for advisors to share their expertise on how to respond or what to consider to diversify risk in their portfolio. Tie Topics to Calendar-Based Observances. Media outlets often pair calendar-based events and topics with related news stories.

Media 52

Media Financial Advisor Education Taxes 52

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. tker.co) Heavy truck sales were up sharply in May. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The stock market hates rising inflation. The future not so much.

Financial Advising 183

Financial Advising Startup Banking Economy 183

Clever Girl Finance

APRIL 29, 2024

Making large purchases and not paying off your credit card One of the most common bad financial decisions is not paying off a credit card. From that awesome clothing sale to eating out every day, those small transactions can rack up pretty quickly, and before we know it, we are left with a pretty hefty credit card balance.

Budgeting 83

Budgeting Planning Accounting Investing 83

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

Investing 52

Investing Investments CFP Financial Advisor 52

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. The chart below shows global sales of wafer factory equipment with clear cycles over the past 14 years. We want investments specifically protected against a textbook capital cycle!

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

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. fortune.com) Heavy truck sales are up 13% year-over-year. calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: managing sudden wealth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 228

Financial Advising Advertising Retail Media 228