Truemind Capital

NOVEMBER 8, 2024

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

Discipline Funds

FEBRUARY 28, 2025

Buffett said: Having loads of liquidity lets us sleep well … during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival. But why is Buffett able to remain so persistently aggressive?

Assets

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. Aggregate Bond Index isnt enough to ensure your portfolio is properly diversified.

Marketing

The Big Picture

MARCH 6, 2025

To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. The stock market. Other financial markets can influence those two things, partly through the wealth effect. And I said this, look, the fed by law is supposed to be looking at the real economy and financial markets.

Economy

Investment Writing

JUNE 18, 2025

Clarity – The world and financial markets are very dynamic, intertwined, and complex. Respondents placed the highest importance on the manager’s investment strategy and review of the past quarter’s portfolio performance. And be honest with your answers. Answer the question, what is in it for them?

Investments

A Wealth of Common Sense

JULY 17, 2025

But I was looking exclusively for portfolio management roles. The CFA is considered the gold standard for investment analysis and portfolio management but doesn’t hold a lot of sway in the wealth management industry where holistic planning is the focus. You’re better off gaining financial planning knowledge from the CFP.

CFP

Validea

JUNE 6, 2025

Financial markets are constantly evolving, and smart investors need proven methods to spot real growth potential. The G-Score evaluates eight key financial metrics tailored specifically for growth-oriented businesses.

Education

Yardley Wealth Management

JULY 9, 2025

These indexes provide a broader and more nuanced measure of the stocks and have become an integral part of financial markets, impacting investment strategies and providing crucial performance benchmarks. If you’d like to review your portfolio strategy or better understand how to balance growth with protection, we’re here to help.

Marketing

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. Thats where financial advisors come in! Thats where Indigo Marketing Agency comes in.

Communication

Truemind Capital

NOVEMBER 8, 2024

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.

Marketing

The Big Picture

JULY 28, 2025

If you are at all interested in fixed income, what the thought process is like in trying to figure out how to structure a portfolio of fixed income, what you think about what affects the returns, you’re gonna see. It should be the ballast in your portfolio when you are equity market delivers equity like returns.

Economy

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. Secondaries are typically traded before the fund or business is sold in a traditional wayessentially, being the resale market for private investments.

Taxes

Investing Caffeine

MAY 1, 2025

Diversify Your Investments: A well-balanced portfolio across asset classes helps reduce panic. Assuming more risk and higher exposure to the stock market is generally fine. Emotional reactions result in poor decisions. Buying high (greed) and selling low (fear) is not a recipe for long-term investment success.

Media

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no way to fit that many into a portfolio without having a portfolio of diversifiers hedged with a little bit of equity exposure which I don't think would be optimal.

Asset Allocation

The Better Letter

JANUARY 2, 2025

That’s because, at best , complex systems – from the weather to the markets – allow only for probabilistic forecasts with very significant margins for error and often seemingly outlandish and hugely divergent potential outcomes. Chaos theory establishes as much. 2024 wasn’t any different.

Management

Discipline Funds

JANUARY 21, 2025

For example, the stock market is an inherently positive sum game because the value of US corporations is very likely to be positive sum in the long-run as firms accrue positive cash flows and grow endogenously. This is the real beauty of owning an index fund or any diversified portfolio.

Marketing

Trade Brains

JULY 29, 2025

The shares of the Investment management and advisory company, which is involved in financial markets and investment solutions, rose by 15 percent after the announcement of its Q1 business results. Systematix Corporate Services Ltd is a small-cap company with a market capitalization of Rs.1,862 1,862 crores.

Ethics

Trade Brains

JUNE 22, 2025

The 200-day moving average (200 DMA) is a widely used technical indicator in financial markets. Its product portfolio includes wires, cables, fans, lighting, switches, switchgear, solar products, and domestic appliances. It is calculated by taking the average closing prices of a security over the past 200 days.

Manufacturing

Bell Investment Advisors

JUNE 27, 2025

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. My name is Laurent Harrison.

Economics

The Big Picture

FEBRUARY 4, 2025

And I found it just that the environment, everything that I experienced that went through there and still have many good friends at the university and of course in Copenhagen that I still talk to, to this day about economics and what’s going on in financial markets Barry Ritholtz : And make me a little jealous.

Economy

Truemind Capital

APRIL 11, 2025

Although, that provided stability to the financial markets and the economy, the US economy never recovered from the debt trap. Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. Don’t overexpose your portfolio to the winners of the last decade. Focus on valuations.

Asset Allocation

Midstream Marketing

DECEMBER 10, 2024

You should keep clients updated about their portfolios, market changes, and anything that could affect their financial plans. It is necessary to do business fairly and responsibly in the financial industry. They help to make sure that the financial markets are honest. Being open is very important.

Financial Advisor

Truemind Capital

APRIL 18, 2025

This market correction opened up opportunities for us to realign portfolios in line with our strategic asset allocation framework. Weve been advocating an equity-light stance as markets were at elevated valuations. Even in our very aggressive portfolios, we dont have 100% allocation to equity for the same reason.

Financial Market

Wealth Management

AUGUST 7, 2025

We can advise them on their 401(k) plan choices, help them roll over the plans to an IRA at a low-cost provider like Fidelity, Schwab or Vanguard, and then help them create diversified, low-cost portfolios using index funds and ETFs. Comments, observations, suggestions?

Wealth Management

Trade Brains

AUGUST 13, 2025

It is intended to support efforts towards enhancing participation in financial markets and utilising India’s digital public infrastructure. Its business includes Mutual Funds (MF), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).

Distribution

Discipline Funds

JUNE 20, 2025

But if you’d slept thru it all and looked at stock prices you might think that nothing actually happened as markets have largely shrugged this off. The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. And what does the data say right now?

Valuation

The Big Picture

NOVEMBER 23, 2024

He is the portfolio manager of the Return Stacked ETF Suite, manging 800 million in ETF assets. Try these 15 factors instead. ( Taylor Sheridan shows airing this Sunday—a feat for the prolific creator that deserves its own name. (

Food

The Big Picture

JUNE 13, 2025

and Morgan Stanley are among firms scaling up a strategy known as tax-loss harvesting, typically offered through customized portfolios called separately managed accounts. In one of the world’s tightest labor markets, recruiters are cornering applicants in rooms for hours and wooing them with parties. Goldman Sachs Group Inc.

Recruitment

Abnormal Returns

DECEMBER 17, 2024

klementoninvesting.substack.com) How to think about older financial markets data. marginalrevolution.com) Gender How portfolio managers tilt toward companies associated with their gender. nber.org) Economics There is a bear market in academic economist jobs. alphaarchitect.com) A survey of equity risk premium estimates.

Portfolio Management

The Big Picture

FEBRUARY 17, 2025

’cause these are companies and in some cases countries that were never really fully integrated into the global financial system. And so as the global financial markets were in a tailspin, they were actually very resilient. We do have a limit on what percent of the portfolio could be in what’s classified as frontier.

Investments

The Big Picture

MARCH 11, 2025

Yeah, 00:22:02 [Speaker Changed] I think the greater in interconnectedness and the, the real time aspect of economics and the pass through of, of influences and, and in, in, in often just hours transmitted often through financial markets, that just adds to that. It’s, it never, it never stops. It never takes a break.

Economics

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

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

Abnormal Returns

NOVEMBER 2, 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? (abnormalreturns.com) Research links: an extremely long horizon. abnormalreturns.com) Spending does more than change your bank balance.

Portfolio

Abnormal Returns

MARCH 31, 2024

(awealthofcommonsense.com) Which bonds prove as the best portfolio diversifier? wsj.com) Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. morningstar.com) The equity risk premium is skimpy at the moment. capitalspectator.com) What will it take for small caps to outperform?

Financial Market

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. wired.com) Bond bear markets are different than stock bear markets. awealthofcommonsense.com) Where the valuation of the 60/40 portfolio stands.

Valuation

The Big Picture

SEPTEMBER 9, 2023

McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios.

Engineering