Abnormal Returns

JULY 14, 2024

Top clicks this week How the rise of automated investing has changed the stock market. politico.com) Today's constructive CPI report rang a bell for financial markets. politico.com) Today's constructive CPI report rang a bell for financial markets. ft.com) Just how much has indexing affected markets?

Economy 317

Economy Financial Market Investing Investments 317

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. vox.com) Politics and investing don't mix. Top clicks this week How major asset classes performed in June 2024. retirementresearcher.com) Don't forget, stocks are real assets.

Insurance 312

Insurance Assets Financial Market Investing 312

Wealth Management

MARCH 31, 2025

There are very few certainties in investing and one of the certainties is uncertainty financial markets do not like uncertainty. Unfortunately, uncertainty is running rampant and has been driving financial market performance this year.

Financial Market 240

Financial Market Investing Investments Marketing 240

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. wired.com) Bond bear markets are different than stock bear markets.

Valuation 302

Valuation Economy Financial Market Portfolio 302

Your Richest Life

FEBRUARY 24, 2025

2025 Markets and Economy Since November, the S&P 500, the Dow Jones Industrial Average and Nasdaq have all hit record highs. We know that market rallies dont last forever, and the potential for tariffs, layoffs and higher inflation in the coming months could lead to more market volatility.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

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. paulkedrosky.com) The case against a diversified approach to hedge fund investing. blogs.cfainstitute.org) How market returns help predict Fed moves.

Financial Market 278

Financial Market Investing Investments Marketing 278

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

Nerd's Eye View

MARCH 26, 2025

While financial markets tend to rise in the long run, short-term volatility can be alarming for investors. In this article, James Liu, CEO and founder of Clearnomics, and Lindsey Bell, the firm's Chief Market Strategist, present ten charts to help advisors contextualize the current market environment.

Clients 205

Clients Marketing Marketing Economics 205

Wealth Management

JANUARY 11, 2023

Investors with a net worth of $30 million or greater saw real estate as an attractive investment opportunity in 2022 amid volatility in financial markets, reports Barron’s. Urban Land Institute looks at the five sustainability issues likely to face the commercial real estate industry this year.

Financial Market 278

Financial Market Investing Investments Marketing 278

Truemind Capital

NOVEMBER 8, 2024

Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. For the sustainable long-term progress of financial markets, corrections are healthy and useful.

Asset Allocation 65

Asset Allocation Marketing Marketing Valuation 65

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.”

Investing 147

Investing Investments Financial Market Portfolio 147

Indigo Marketing Agency

MARCH 20, 2025

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Leading with panic-inducing statements like: The market is crashing! The wrong way?

Financial Advisor 69

Financial Advisor Communication Marketing Marketing 69

The Big Picture

SEPTEMBER 9, 2023

This week, we speak with Jon McAuliffe , who is co-founder and chief investment officer at the Voleon Group , heading the firm’s investment strategy, research, and development. Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing.

Engineering 325

Engineering Management Portfolio Assets 325

Wealthfront

DECEMBER 12, 2024

Each year, commentators and pundits try to forecast what financial markets will do in the future. In this post, well look at three market predictions from the pundits that didnt come true in 2024. And each year, many of those predictions are wrong.

Marketing 75

Marketing Marketing Financial Market Investments 75

Nerd's Eye View

APRIL 3, 2024

Lower office valuations may also squeeze tax receipts in municipalities, particularly large cities that are already experiencing financial strains due to the surge in illegal immigration and the flight of high-income individuals and companies to states with lower taxes.

Economics 243

Economics Marketing Marketing Valuation 243

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 220

Wealth Management Management Financial Market Investing 220

Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.

Portfolio 52

Portfolio Investing Investments Retail 52

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Many investors decide their investments based on themes which have already gained a lot of popularity. Falling interest rates make money cheaper and thus fuel equity market returns. European indices also saw decent returns.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Big Picture

OCTOBER 29, 2022

This is why they have a preference for indexing, based on fundamentals, not market cap. Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, Sixth Edition by Jeremy Siegel. He urges the Fed to stop raising rates sooner than later.

Assets 298

Assets Financial Market Investing Investments 298

Truemind Capital

NOVEMBER 8, 2024

Negative effects of a prolonged bull market. Everyone loves a rising market. Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism. Be prepared for crazy when the markets are calm.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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

Darrow Wealth Management

FEBRUARY 26, 2025

Swings in the financial markets also highlight the benefitsand limitationsof diversification. During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Yes, even though the stock market got all the headlines. treasuries.

Marketing 56

Marketing Marketing Retirement Portfolio 56

Alpha Architect

OCTOBER 30, 2023

The relationship between financial markets and ESG investing is obscured by the lack of clarity regarding motivations for investing in ESG strategies. Value versus Values in ESG Investing was originally published at Alpha Architect. Is the motive to align the investor’s values with the ESG theme?

Investing 111

Investing Investments Financial Market Marketing 111

Abnormal Returns

JANUARY 30, 2023

Markets How worried should investors be about the debt ceiling drama? No, but the options market is changing. awealthofcommonsense.com) Rubin Miller, "The stock market is brashly indifferent to our opinions." nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets.

Financial Advising 246

Financial Advising Media Valuation Economy 246

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Compliance 299

Compliance Wealth Management Consulting Management 299

Alpha Architect

OCTOBER 2, 2023

On one hand, they have truly democratized investing. Investors now have access to the benefits of financial markets in one instrument that provides diversification at very low fees. Are investors becoming worse off due to the effectiveness of the marketing strategies by providers of specialized ETFs?

Investing 111

Investing Investments Advertising Financial Market 111

Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

Financial Planning 40

Financial Planning Planning Risk Tolerance Marketing 40

Advisor Perspectives

NOVEMBER 11, 2023

Global investing is easily accessible through the financial markets. Many investors prefer to stick to companies and industries they are familiar with.

Marketing 107

Marketing Marketing Financial Market Investing 107

Abnormal Returns

NOVEMBER 2, 2022

Strategy Investing is ultimately based on optimism. Financial knowledge not so much. alephblog.com) Housing Higher land prices are holding back the housing market. abnormalreturns.com) Why rough edges remain in financial markets: people. fortunesandfrictions.com) Medical knowledge builds on itself.

Portfolio 245

Portfolio Financial Advising Medical Retail 245

Darrow Wealth Management

JUNE 10, 2024

And they definitely shouldn’t let politics upend their long-term financial plans. Because historically, financial markets have rewarded investors who stay the course. These charts can help explain what investors should expect from the stock market this election cycle. But that’s no reason to panic.

Marketing 105

Marketing Marketing Wealth Management Financial Planning 105

The Big Picture

JANUARY 5, 2023

Why Markets Were Down in 2022 : there was also an Occum’s razor answer for the losses in financial markets in 2022. Chief Investment Officer ). • Lisa in Emily in Little Paris : A piece of experiential marketing for a television show about experiential marketing. ( Kentucky 74 spiritless bourbon.

Food 264

Food Financial Market Assets Marketing 264

The Big Picture

SEPTEMBER 21, 2022

‘We must keep at it until the job is done.’ ( Wall Street Journal ) see also The “Data-Dependent” Fed and the Data Interpreting the mixed signals across the economy, with a focus on inflation, jobs, and market pricing. ( Don’t Take Financial Advice From Kanye West : Nothing fails quite like success. The Overshoot ).

Financial Advice 288

Financial Advice Engineering Economy Banking 288

Tobias Financial

APRIL 8, 2025

Recent headlines around escalating tariffs have rattled the financial markets, leaving many retirees understandably concerned. At Tobias Financial Advisors, were here to help you navigate times like these with clarity and confidence. This is a valuable time to revisit your investment strategy.

Portfolio 52

Portfolio Risk Tolerance Marketing Marketing 52

The Big Picture

MARCH 6, 2025

And if you go look at the market estimation from tips or from others, people believed it. And you don’t look, it doesn’t take somebody with the market acumen that you have Mary, and it certainly doesn’t take a PhD to look out and recognize that the covid business cycle was driven by. Makes a lot of sense.

Economy 162

Economy Economics Food Banking 162

The Big Picture

MARCH 7, 2023

Barron’s ) • Loose Monetary Policy and Financial Instability. Fed working paper finds that long periods of easy money leads to financial instability. This may not be surprising to financial market participants, but this is the first time I have seen a Fed working paper coming to this conclusion. Capital Advisors.

Food 277

Food Consulting Assets Manufacturing 277

Wealthfront

APRIL 17, 2025

The past two weeks have been a rollercoaster for financial markets, driven largely by a flurry of announcements related to tariffs. However, many Wealthfront clients have taken the volatility in stride and treated this market environment as an opportunity.

Clients 52

Clients Marketing Marketing Financial Market 52

Truemind Capital

OCTOBER 18, 2024

That’s exactly what we’ve seen in India’s financial markets in the quarter ending September 2024. Here is what’s happening currently- Stock markets are rising Bond Prices are increasing / Bond Yields are falling Gold is trending upwards Real Estate Prices are inching upwards ALL KEY ASSET PRICES ARE GOING NORTHWARDS!

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52