Alpha Architect

OCTOBER 16, 2023

It is difficult to understate the importance of having a well-curated summary of momentum research. Please read the Alpha Architect disclosures at your convenience. Keep it in your library. Factor Investors: Momentum is Everywhere was originally published at Alpha Architect.

Economics 124

Economics Numbers Assets Marketing 124

The Irrelevant Investor

NOVEMBER 1, 2022

Today’s Animal Spirits is brought to you by Masterworks and AcreTrader: See here to learn more about investing in contemporary art and here for important disclosures* See here for more information on how to invest in farmland On today’s show we discuss: Three things dampening the pain (The Irrelevant Investor) Cash-rich consumers could mean higher (..)

Economy 132

Economy Investing Investments 132

The Irrelevant Investor

NOVEMBER 3, 2022

Today’s Animal Spirits is brought to you by Masterworks: See here to learn more about investing in contemporary art and here for important disclosures* On today’s show we discuss: PayPal earnings Coinbase earnings November FOMC meeting Earnings season The Warren Buffet way still works Junk-bond deals on track for the slowest October and Year since (..)

Investing 128

Investing Investments 128

Alpha Architect

FEBRUARY 24, 2023

Non-traditional investor preferences play an important role in explaining the cross-section of expected stock returns. Please read the Alpha Architect disclosures at your convenience. Inside the Minds of Expected Stock Returns was originally published at Alpha Architect.

Investing 93

Investing Investments 93

Alpha Architect

OCTOBER 9, 2023

Forbearance is important and we argue that performance evaluation should be multifaceted, akin to a Bayesian decision-maker who conducts continued due diligence and updates beliefs about returns with process information. Please read the Alpha Architect disclosures at your convenience.

Management 72

Management Investing Investments Government 72

Alpha Architect

DECEMBER 4, 2023

The article discusses the importance of integrating psychology into the field of financial planning and highlights the need to understand and address the psychological aspects of financial decision-making and client relationships. Please read the Alpha Architect disclosures at your convenience.

Financial Planning 73

Financial Planning Planning Clients Government 73

The Irrelevant Investor

NOVEMBER 10, 2022

Today’s Compound and Friends is brought to you by Masterworks: See here for important disclosures* On today’s show we discuss: The S&P hasn’t made this many daily U-turns since 2008 Market reaction to Octobers CPI print Earnings moving forward What future CPI prints may have in store for us Sector rotation Listen here: Warren Pies: Warrens (..)

Marketing 122

Marketing Marketing 122

Nerd's Eye View

JUNE 7, 2023

All Investment Adviser Representatives (IAR) of registered investment advisory firms are required to file Form U4, a regulatory filing containing public disclosures of certain information about financial professionals. Read More.

Compliance 196

Compliance Advertising Media Investing 196

The Irrelevant Investor

SEPTEMBER 21, 2022

Today’s Animal Spirits is brought to you by Masterworks and Composer: See here to learn more about investing in contemporary art and here for important disclosures.

Investing 122

Investing Investments 122

The Irrelevant Investor

OCTOBER 5, 2022

Today’s Animal Spirits is brought to you by Masterworks: See here to learn more about investing in contemporary art and here for important disclosures See here for tropical gear, free shipping, and sunglass straps on all orders (code ANIMAL20 for 20% off) On today’s show we discuss: Looking for a bright spot (AWOCS) Asness on expected returns Druckenmiller (..)

Investing 113

Investing Investments 113

Alpha Architect

DECEMBER 29, 2023

Many risks important for our portfolios are new, hidden, or nuanced in some underappreciated way—and likely to be misunderstood and mispriced in the markets. Please read the Alpha Architect disclosures at your convenience. Other risks can hide in plain sight. In short: we need informed creativity, not calculation.

Math 76

Math Risk Management Portfolio Management 76

Nerd's Eye View

JUNE 16, 2023

Among other highlighted areas of interest, the regulator also flagged whether certain “ineligible persons” have been compensated for testimonials or endorsements and advisors’ use of third-party ratings in advertisements. Read More.

Financial Planner 198

Financial Planner Advertising Clients Taxes 198

Alpha Architect

MARCH 10, 2023

The importance of the role played by short sellers has received increasing academic attention in recent years. Market efficiency is important because an efficient market allocates capital efficiently. Please read the Alpha Architect disclosures at your convenience. <strong>Are Short Covering Trades Informative?

Valuation 78

Valuation Financial Market Marketing Marketing 78

Nerd's Eye View

FEBRUARY 22, 2023

And although the SEC provides instructions and some guidance for RIAs in drafting their Form ADVs, the instructions allow for a wide latitude of interpretation that can make it difficult for advisers to know exactly how their firm’s information should be presented.

Commission 155

Commission Clients Investing Investments 155

The Irrelevant Investor

DECEMBER 1, 2022

Today’s show is presented by Composer: See here for more information on Composer’s systematic strategies, and here for important disclosures On today’s show we discuss: The market bounce after Powell’s comments Record $3B in outflows for $LQD Vanguard investor pulse: Anxiety and cash needs on the rise What is the yield curve (..)

Marketing 98

Marketing Marketing 98

Sara Grillo

OCTOBER 31, 2022

This is super important for anyone looking to pick a good financial advisor. 1 Why is it important to do Form ADV research before hiring a financial advisor, or even talking to one? IMPORTANT: Never trust what an advisor says verbally. 1 Disclosures. Scroll down and look for any disclosures. Source: [link]. #2

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Alpha Architect

AUGUST 18, 2023

It is important to diversify the risks of private equity. Please read the Alpha Architect disclosures at your convenience. This is best achieved by investing indirectly through a private equity fund rather than through direct investments in individual companies.

Numbers 79

Numbers Investing Investments 79

Alpha Architect

DECEMBER 30, 2022

Important questions for investors are: What are the expected returns to green stocks? Please read the Alpha Architect disclosures at your convenience. The past decade has seen a dramatic growth in sustainable investing—applying environmental, social and governance (ESG) criteria to investment strategies.

Government 89

Government Economics Investing Investments 89

Alpha Architect

OCTOBER 6, 2023

With eight areas of content to cover – both as siloed financial knowledge and also as an integrated approach to building a comprehensive financial plan – it's important to be organized and intentional in your study efforts. Please read the Alpha Architect disclosures at your convenience. How to Crush the CFPⓇ Exam ?:

Certified Financial Planner 60

Certified Financial Planner CFP Financial Planner Financial Planning 60

Alpha Architect

OCTOBER 25, 2022

In this article, the author examines several important questions related to asynchronous trading, or the variation in trading frequency that occurs when trading stocks or other assets. Please read the Alpha Architect disclosures at your convenience.

Assets 75

Assets Investing Investments 75

A Wealth of Common Sense

SEPTEMBER 21, 2022

Today’s Animal Spirits is brought to you by Masterworks and Composer: See here to learn more about investing in contemporary art and here for important disclosures.

Investing 82

Investing Investments 82

Nerd's Eye View

NOVEMBER 22, 2023

Once the seller and potential buyer are ready to get serious about a deal, the next step will be to sign a mutual Confidentiality and Non-Disclosure Agreement (CNDA), which contractually obligates the parties to keep any information that is shared (as the name implies) confidential.

Compliance 180

Compliance Sales Financial Advisor Financial Planning 180

Alpha Architect

AUGUST 3, 2022

But we do know that post-1973 we entered a world where, for several decades (at least up to around 2007), both bonds and commodities were an important component of a diversified portfolio. Please read the Alpha Architect disclosures at your convenience. Will this happen again? Trend Following Says Commodities…But Nothing Else!

Portfolio 103

Portfolio Assets Asset Allocation 103

Alpha Architect

SEPTEMBER 1, 2022

Our study has important implications for model selection exercises. Please read the Alpha Architect disclosures at your convenience. We provide simple suggestions that reduce the average non-standard error by 70%. How You Sort Matters in Sorting Factor Portfolios was originally published at Alpha Architect.

Portfolio 81

Portfolio Assets Investing Investments 81

Indigo Marketing Agency

MAY 31, 2023

What NOT to Do It’s important not to bring your own biases to meetings. However, it’s important to keep your disclosures brief, always maintaining a clear therapeutic purpose. Those can really help you be in the moment and connect based on what they’re sharing, so you can give something in return on the same level.

Clients 100

Clients Financial Advisor Communication Marketing 100

Investment Writing

FEBRUARY 7, 2023

who says in The Plain English Approach to Business Writing : I suggest numbered lists when the order of the items is especially important; otherwise use bulleted lists. If you use numbers when the items’ order is not important, readers may mistakenly assume that the order is important.

Numbers 52

Numbers Commission Investing Investments 52

Alpha Architect

JULY 25, 2022

This need is particularly acute for climate risks along the supply chain, where such risks are recognized as important, but difficult to measure. Please read the Alpha Architect disclosures at your convenience. To manage climate risks, investors need reliable climate exposure metrics.

Economics 85

Economics Management 85

Alpha Architect

AUGUST 8, 2022

How information affects asset prices is of fundamental importance. Please read the Alpha Architect disclosures at your convenience. Public information flows through news, while private information flows through trading. Firms release news primarily during non-trading hours, which is reflected in overnight returns.

Portfolio 77

Portfolio Assets Investing Investments 77

Investment Writing

MARCH 7, 2023

But” is bolded in the example to point to the importance of coordinating conjunctions like it in connecting independent clauses. Disclosure: If you click on an Amazon link in this post and then buy something, I will receive a small commission. In the example, the phrases before and after the comma are each independent clauses.

Commission 111

Commission Clients Investing Investments 111

James Hendries

DECEMBER 13, 2022

IMPORTANT DISCLOSURES. Please read the full OUTLOOK 2023: Finding Balance publication for additional description and disclosure. View the Digital Version. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Financial Advice 52

Financial Advice Economy Economics Planning 52

Ballast Advisors

MARCH 15, 2023

What Investors Need to Know While the full impact of the Silicon Valley Bank collapse is still unclear, it serves as a reminder of the importance of understanding custodial relationships and ensuring that investment assets are managed safely and securely. As an investor, here are three key questions you should be asking your RIA: 1.

Banking 75

Banking Investment Advisor Certification Assets 75

Good Financial Cents

DECEMBER 12, 2022

While M1 Finance is a safe and legitimate company, it’s important to remember that all investments come with risk. No investment is completely risk-free, so it’s important to do your own research before investing any money. Therefore, investors can rest assured that their money is safe with M1 Finance.

Investing 82

Investing Investments Portfolio Analysis Insurance 82

Investing Caffeine

MAY 3, 2023

These are all interesting and important questions, but preparation for retirement is much more important than panicking over issues you have no control over. For many investors, however, the more important questions to ask and answer relate to your retirement strategy. Please read disclosure language on IC Contact page.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

James Hendries

FEBRUARY 23, 2023

But, it is important for business owners to ask at the outset, “What is an appropriate measure of success?” While observers may tend to measure a company’s success solely by its growth, progress and sustainable profitability are equally important, and are not always reflected in the number of employees or a company’s revenue.

Communication 52

Communication Media Clients Numbers 52

Zoe Financial

DECEMBER 16, 2022

T his is important since consumption is 68% of GDP. The fact that retail sales are down is an indication that the most important driver of growth is not looking so hot going into next year. On Wednesday, the Fed announced that they’re hiking 50 basis points to 4.5%. Retail sales declined 0.6% from November month-over-month.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

DECEMBER 18, 2023

Chairman Powell noted the importance of reducing restriction on the economy before 2% on inflation to avoid overshooting. Happy holidays and Happy New Year’s. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Dot plot pointed to three rate cuts in 2024.

Marketing 52

Marketing Marketing Wealth Management Taxes 52

James Hendries

DECEMBER 7, 2022

IMPORTANT DISCLOSURES. Please read the full OUTLOOK 2023: Finding Balance publication for additional description and disclosure. Click here to download the complete publication. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Economy 52

Economy Financial Advice Economics Marketing 52