Truemind Capital

APRIL 21, 2023

After the US Government’s use of the dollar as a weapon against Russia and unaccounted printing of US dollars that increases the inflation risk for the rest of the world, there has been a shift of policies regarding the management of forex reserves by many countries resulting in increasing allocation to Gold. For the last 1.5

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 114

Financial Market Media Marketing Marketing 114

BlueMind

OCTOBER 25, 2022

However, amid these fears, it has become difficult for financial advisors to explain to clients that taking appropriate risks is deemed necessary in order to ensure your portfolio has the growth potential to reach your financial goals. How do they define the word in terms of their current financial situation?

Risk Management 97

Risk Management Clients Risk Tolerance Management 97

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. But with many options available, how do you choose the right one?

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

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. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 235

Portfolio Financial Advising Economy Media 235

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 256

Wealth Management Media Financial Market Management 256

The Big Picture

FEBRUARY 16, 2024

 This week, we speak with Bill Dudley , former president and chief executive officer of the Federal Reserve Bank of New York , where he also served as vice chairman and a permanent member of the Federal Open Market Committee. Dudley explains how he became President of the NY Fed in January 2009 — right in the heart of the GFC.

Wealth Management 152

Wealth Management Banking Portfolio Management Management 152

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 [ … ]

Investing 177

Investing Investments Portfolio Management Financial Market 177

Wealth Management

APRIL 4, 2023

It was quite the decade for financial markets and one that will go down in the history books.

Management 98

Management Financial Market Marketing Marketing 98

The Big Picture

FEBRUARY 24, 2023

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

Investing 141

Investing Investments Financial Market Portfolio 141

Abnormal Returns

AUGUST 30, 2022

advisorperspectives.com) How financial markets respond to climate risks. ft.com) Stock markets in autocratic countries experience lower returns and more risk. blog.validea.com) Thematic managers may have an information advantage. papers.ssrn.com) Managed futures managers have diluted their strategies over time.

Retail 130

Retail Financial Market Portfolio Management 130

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 [ … ].

Investing 131

Investing Investments Portfolio Management Financial Market 131

The Big Picture

APRIL 5, 2023

The Atlantic ) Be sure to check out our Masters in Business interview this weekend with Ken Kencel , founder and CEO of Churchill Asset Management. The private credit firm manages $46 billion in private capital and is an affiliate of Nuveen , the $1.1 trillion asset manager of TIAA. Churchill was the top U.S.

Taxes 278

Taxes Valuation Assets Media 278

Abnormal Returns

OCTOBER 16, 2023

wsj.com) Goldman Sachs ($GS) wants you to pay more attention to its money management business. wealthmanagement.com) Global The UK's financial markets are dying on the vine. (theatlantic.com) Goldman Sachs Goldman Sachs ($GS) really wants out of the consumer lending business.

Financial Advising 215

Financial Advising Media Communication Banking 215

The Big Picture

APRIL 22, 2023

Hamburger also hosts the MarketCounsel Summit , which has been called “ the Davos of wealth management.” When he launched the firm in 2000, no one in the legal field was offering a comprehensive set of regulatory and compliance services that he wanted to offer.

Compliance 286

Compliance Wealth Management Consulting Management 286

The Big Picture

DECEMBER 23, 2023

Stephen Suttmeier Favorite Books Evidence-Based Technical Analysis: Applying the Scientific Method and Statistical Inference to Trading Signals by David Aronson Stock Market Logic: A Sophisticated Approach to Profits on Wall Street by Norman Fosback Technical Analysis Explained by Martin J.

Retail 189

Retail Banking Financial Market Sales 189

Abnormal Returns

JANUARY 30, 2023

(nytimes.com) Funds How the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. calculatedrisk.substack.com) Earlier on Abnormal Returns Adviser links: managing behavior. morningstar.com) Why sustainable funds can charge a premium. klementoninvesting.substack.com) Economy Signs that the U.S.

Financial Advising 214

Financial Advising Media Valuation Economy 214

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 276

Financial Advice Engineering Economy Management 276

Abnormal Returns

NOVEMBER 2, 2022

danieldrezner.substack.com) Fund management The shift from mutual funds to ETFs has accelerated in 2022. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Twitter Twitter needed a reboot.

Portfolio 200

Portfolio Financial Advising Medical Retail 200

The Big Picture

AUGUST 19, 2022

With surging inflation and a new war in Europe, the first half of 2022 was understandably gloomy for economies and financial markets around the world. But recent developments offer some hope that the prevailing pessimism may no longer be as warranted as it was a few months ago. Project Syndicate ). Vanity Fair ).

Startup 286

Startup Management Economy Financial Market 286

The Big Picture

OCTOBER 29, 2022

Professor Jeremy Siegel at the University of Pennsylvania, where he is frequently voted Best professor at Wharton, and is the author of Stocks for the Long Run , Jeremy Schwartz is CIO at Wisdom Tree Asset Management , where he has worked since May 2005. The latest SFTLR by Jeremy Siegel with Jeremy Schwartz.

Assets 286

Assets Financial Market Investing Investments 286

The Big Picture

MARCH 20, 2023

This is the government financially rescuing people despite—or perhaps because of— their own enormous recklessness and incompetence.” This is why rescuing them is so infuriating: “This inequity is especially galling to those of us who work in the financial markets. Wall Street has long been a brutal meritocracy.

Banking 317

Banking Insurance Government Management 317

The Big Picture

JUNE 24, 2023

You also need a deep understanding of financial market history from booms to busts. New York Times ) • From Dylan to Bieber, catalogue sales are the megadeals taking over music : Some call it song management, others royalty acquisition. What happens if they fail? What if California’s Dams Fail? (

Math 258

Math Advertising Financial Advice Assets 258

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Another major shift in the market has been the rapid growth of passive investing. Rodrigo, members of Brown Advisory's Investment Solutions Group.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak.

Management 52

Management Marketing Marketing Clients 52

Investing Caffeine

JANUARY 12, 2024

Wade Slome, President and Founder of Sidoxia Capital Management, recently had the pleasure of being featured on My Future Business hosted by Rick Nuske. Wade shares his knowledge about the financial markets, his investing philosophy, and experiences that have shaped both his professional career and personal life.

Financial Market 52

Financial Market Management Investing Investments 52

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 267

Food Consulting Manufacturing Assets 267

Advisor Perspectives

NOVEMBER 7, 2023

Financial markets have changed dramatically since balanced portfolios were introduced to investors decades ago. As markets evolve and grow more complex, active management plays a greater role in the success of these strategies, which offer a mix of 60% equities and 40% fixed income.

Marketing 52

Marketing Marketing Financial Market Portfolio 52

Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. rogersplanning.blogspot.com) Joe Wiggins, "Financial markets are about the decisions made by other people." axios.com) Fund management Why investors should consider carving out their China exposure. year-over-year.

Asset Allocation 130

Asset Allocation Financial Advising Startup Media 130

The Big Picture

NOVEMBER 20, 2023

19, 2023 Who Cares Wins : The Global Compact Connecting Financial Markets to a Changing World Swiss Federal Department of Foreign Affairs, United Nations, 2004 _ 1: WSJ: “Conventional funds also lost money, but the pain was more acute for climate and other thematic products hit by high-interest rates and other factors.”

Taxes 183

Taxes Portfolio Investing Investments 183

The Big Picture

JANUARY 14, 2024

The Conversation ) • Extreme Weather and Financial Market Uncertainty : Extreme weather can have signficiant effects on business performance— creating significant uncertainty about outcomes for those businesses. Financial markets show heightened uncertainty among investors for companies that have been hit by hurricanes.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

The Big Picture

AUGUST 30, 2023

No one knows what financial market returns or interest rates or inflation will be going forward. Raptitude ) • How Yahoo sparked a renaissance under new owners : Yahoo was all but left dead by Verizon when it was sold to Apollo Global Management in 2021. But the annual rate of CPI inflation was 9.7% then and 2.7% percent now.

Retail 130

Retail Retirement Management Economy 130

Advisor Perspectives

JUNE 26, 2023

Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. They consider the evolution of the high yield bond market, investor optimism, and why this time might actually be different in financial markets.

Portfolio Management 52

Portfolio Management Financial Market Portfolio Management 52

Trade Brains

FEBRUARY 3, 2024

Forex Trading In the world of financial markets, the rise of traders in currency markets is rapidly growing. Typically forex trading is much complicated and riskier compared to other markets like equity, derivative, and commodity. Risk management is the key factor for traders to consider in trading.

Risk Management 107

Risk Management Management Commission Accounting 107

Trade Brains

NOVEMBER 17, 2023

Best Stock Market Courses For Indian Market : The stock market is a dynamic environment where businesses raise capital, and individuals seek to grow their wealth. Whether you are a seasoned pro or a curious beginner, the stock market offers an abundance of opportunities. You can enroll in the course here.

Marketing 59

Marketing Marketing Certification Risk Management 59

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? If you have an analytical mindset, a keen interest in the financial markets, and the desire to help others achieve their financial goals, a career as an investment advisor may be the perfect fit.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52