Investment Writing

JUNE 17, 2024

The post “High net worth” in your financial marketing appeared first on Susan Weiner Investment Writing. I’m grateful to everyone who answered my questions and shared their thoughtful comments. NOTE: This post was originally published on December 1, 2015, and updated on June 17, 2024.

Financial Market 52

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Wealth Management

AUGUST 12, 2024

Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.

Financial Market 82

Financial Market Marketing Marketing Portfolio 82

Wealth Management

MARCH 22, 2024

Should wealth management storytelling tap into the feelings of the audiences it's targeting?

Financial Market 122

Financial Market Wealth Management Marketing Marketing 122

Truemind Capital

JANUARY 16, 2024

CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Jan’24 appeared first on Investment Blog. TRUEMIND’S MODEL PORTFOLIO – CURRENT ASSET ALLOCATION Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Truemind Capital

AUGUST 12, 2023

CONNECT WITH TRUEMIND ADVISOR The post Financial Market Round-Up – Jul’23 appeared first on Investment Blog. TRUEMIND’S MODEL PORTFOLIO – CURRENT ASSET ALLOCATION Truemind Capital is a SEBI Registered Investment Management & Personal Finance Advisory platform.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Truemind Capital

APRIL 21, 2023

years, our broad understanding ( click here to read) was: •Equity markets will underperform owing to pricey valuations • •Interest rates will rise •Gold could be a good portfolio hedge Positioning our client portfolios based on these expectations allowed us to yield positive returns, which neither benchmark indices nor longer-term debt funds could.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Wealth Management

MAY 11, 2023

Contrary to the current media narrative, certain real property segments—namely multifamily—have and continue to demonstrate solid performance.

Financial Market 110

Financial Market Media Marketing Marketing 110

Walkner Condon Financial Advisors

OCTOBER 21, 2022

Armed with data from JPMorgan’s Guide to the Markets , Clint & Nate explore the drivers of inflation, U.S. market outperformance, bonds, and more. The post Financial Market Recap for Q3: Gimme Some Truth Podcast appeared first on Walkner Condon Financial Advisors. Send an email to podcast@walknercondon.com.

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Financial Market Marketing Marketing Financial Advisor 52

International College of Financial Planning

FEBRUARY 3, 2024

The post Investing in the Future: Budget 2024’s Impact on Financial Markets appeared first on International College of Financial Planning.

Budgeting 52

Budgeting Financial Market Investments Investing 52

oXYGen Financial

JUNE 28, 2023

[CDATA[ In an era where data has become the new oil, data privacy is no longer a peripheral concern but a central issue impacting sectors across the board, including financial markets. It signifies a shift in the way investors and. ]]

Financial Market 40

Financial Market Marketing Marketing Investments 40

Advisor Perspectives

APRIL 1, 2024

What an impressive start to the year for US stocks! Not only did the S&P 500 Index achieve its largest first-quarter gain since 2019, it did so amidst significant challenges.

Financial Market 52

Financial Market Marketing Marketing 52

Advisor Perspectives

JANUARY 6, 2024

The long-awaited recession never materialized in 2023 as the sectors of the economy rotated from hot (i.e., travel and leisure) to cold (i.e., housing) over the last few years.

Financial Market 52

Financial Market Economy Marketing Marketing 52

Abnormal Returns

JULY 7, 2024

capitalspectator.com) Just how useful is historical financial markets data? downtownjoshbrown.com) Europe's stock market has badly lagged the U.S. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets. How much longer can it last?

Insurance 274

Insurance Assets Financial Market Investing 274

Wealth Management

MAY 23, 2024

Monday, June 17, 2024 | 2:00 PM Eastern Daylight Time

Financial Market 88

Financial Market Marketing Marketing 88

Advisor Perspectives

JULY 26, 2023

With inflation falling and growth slowly grinding lower, time is running out on many global central bank tightening cycles – especially for the Federal Reserve (Fed) that meets next week.

Financial Market 52

Financial Market Marketing Marketing Banking 52

Abnormal Returns

JULY 14, 2024

politico.com) Today's constructive CPI report rang a bell for financial markets. sherwood.news) How have the market's five largest stocks performed over the long run? ft.com) Just how much has indexing affected markets? Maybe this measure does.

Economy 268

Economy Financial Market Investing Investments 268

Advisor Perspectives

APRIL 3, 2024

With technology changing the way we live, we are taking a trip down memory lane to look back at a piece of technology that has entertained generations: classic video games.

Financial Market 40

Financial Market Marketing Marketing 40

Abnormal Returns

MARCH 31, 2024

wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (capitalspectator.com) What will it take for small caps to outperform? ft.com) What it takes to add an EV charger in your garage. klementoninvesting.substack.com) There are no guarantees in life. Risk is everywhere.

Financial Market 288

Financial Market Portfolio Marketing Marketing 288

Advisor Perspectives

OCTOBER 16, 2023

Franklin Templeton Fixed Income Research Analysts Ashley Allen and Bryant Dieffenbacher discuss the food, water and energy sectors and what their convergence means for investors.

Food 59

Food Financial Market Marketing Marketing 59

Abnormal Returns

JULY 2, 2024

mrzepczynski.blogspot.com) Just how useful is historical financial markets data? marketwatch.com) When a company shifts its financial targets - take note. Quant stuff Beware small sample sizes. bpsandpieces.com) Corporate finance Are companies any good at timing share repurchases?

Financial Market 220

Financial Market Investments Investing Marketing 220

Advisor Perspectives

DECEMBER 17, 2023

As markets staged a monster rally following the Federal Reserve’s shift toward loosening monetary policy, one corner of the financial system had reason to remain on edge.

Financial Market 52

Financial Market Marketing Marketing 52

Abnormal Returns

MAY 21, 2024

papers.ssrn.com) How 'good' and 'bad' inflation affect financial markets. papers.ssrn.com) A round-up of research on market analytics including 'Regime-Based Strategic Asset Allocation.' (mrzepczynski.blogspot.com) Global pricing models are a better way forward. papers.ssrn.com) How complex 10-Ks affect analyst forecasts.

Asset Allocation 196

Asset Allocation Retail Media Financial Market 196

Abnormal Returns

OCTOBER 29, 2023

Top clicks this week A big regime shift has happened in the economy and financial markets. ritholtz.com) The bond market bear market is pretty epic. mrzepczynski.blogspot.com) Byron Wien's 20 rules for investing and life. ritholtz.com) Why aren't stocks down more?

Valuation 231

Valuation Economy Financial Market Portfolio 231

Wealth Management

AUGUST 14, 2024

The Securities Industry and Financial Markets Association filed a lawsuit against the regulation that took effect last year, saying there was “no precedent for it in the securities laws.”

Financial Market 106

Financial Market Marketing Marketing 106

The Big Picture

JANUARY 25, 2023

The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”

Management 301

Management Investments Investing Financial Market 301

Abnormal Returns

JUNE 28, 2024

bnnbloomberg.ca) The financial markets are noisy. Strategy Is the small cap premium dead? awealthofcommonsense.com) Home bias illustrated: the case of Canadian investors. You need a path through. marknewfield.substack.com) Companies Accenture ($ACN) is making bank on generative AI.

Financial Advising 190

Financial Advising Food Media Economy 190

Advisor Perspectives

MARCH 17, 2023

In a dovish move, the central bank raises rates by half a point.

Financial Market 52

Financial Market Marketing Marketing Banking 52

The Big Picture

SEPTEMBER 15, 2023

Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.”

Wealth Management 259

Wealth Management Media Financial Market Management 259

Pragmatic Capitalism

SEPTEMBER 19, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ]

Investments 177

Investments Investing Portfolio Management Financial Market 177

Abnormal Returns

JULY 11, 2024

Markets Today's constructive CPI report rang a bell for financial markets. finance.yahoo.com) The market for leveraged loans is open for business, especially refinancings. sherwood.news) Falling interest rates helped push 30-year mortgage rates well below 7.0%.

Financial Advising 169

Financial Advising Valuation Media Economy 169

Abnormal Returns

JANUARY 1, 2023

topdowncharts.substack.com) Six things that don't change in financial markets including the attraction of 'shiny objects.' (crossingwallstreet.com) The best books Ben read in 2022 including "Die With Zero" by Bill Perkins. awealthofcommonsense.com) A look at the best charts of 2022.

Financial Market 240

Financial Market Portfolio Investments Investing 240

Abnormal Returns

MARCH 26, 2024

wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. (capitalspectator.com) Higher for longer is helping to push Treasury yields higher. klementoninvesting.substack.com) What you can learn from Carrie Sun's new book “Private Equity: A Memoir.”

Financial Advising 246

Financial Advising Media Economy Banking 246

The Big Picture

FEBRUARY 24, 2023

They discuss AQR’s 60/40 portfolio strategy and the risks facing financial markets, with Sonali Basak and Guy Johnson on “Bloomberg Markets.” Sonali Basak interviews AQR Capital Management’s Cliff Asness.

Investments 144

Investments Investing Financial Market Portfolio 144

Wealth Management

JULY 25, 2024

Merrill will move some of its 641 sports and entertainment wealth advisers to IMG Academy’s campus to host parent and student teach-ins and simulations that show students what it is like to invest in a real financial market.

Wealth Management 77

Wealth Management Management Financial Market Investments 77

Pragmatic Capitalism

SEPTEMBER 7, 2022

I joined Dr. Daniel Crosby on the Standard Deviations podcast for a wide ranging discussion about portfolio management and navigating the conspiracy theories of the financial markets. This one’s short [ … ].

Investments 131

Investments Investing Portfolio Management Financial Market 131

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. ritholtz.com) Rapid company growth comes with its own risks. onveston.substack.com) Not all share buybacks are created equal.

Portfolio 219

Portfolio Financial Advising Economy Media 219

Advisor Perspectives

SEPTEMBER 24, 2024

Cliff Asness, co-founder of AQR Capital Management, made the news recently with the provocative claim that financial markets are getting less efficient. Fischer had a very different view of market efficiency and would, I think, have reached a different conclusion from Cliff’s data.

Financial Market 52

Financial Market Management Marketing Marketing 52