Nerd's Eye View

DECEMBER 11, 2024

Answering it well requires a range of assumptions – from estimating average investment returns to understanding correlations across asset classes. These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future.

Retirement Planning 245

Retirement Planning Retirement Planning Marketing 245

Nerd's Eye View

APRIL 23, 2025

During periods of market volatility, it's common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. But even when a client agrees with the reasoning in the moment, the anxiety often lingers. Read More.

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The Big Picture

NOVEMBER 15, 2023

Markets screamed higher yesterday after a benign CPI report showed a 0.0% It was a classic fear-driven error, a combination of bad market timing and poor impulse control. It was a classic fear-driven error, a combination of bad market timing and poor impulse control. Last, recognize that markets go up and down.

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Investing Investments Portfolio Economics 344

Nerd's Eye View

MARCH 12, 2025

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

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Taxes Portfolio Asset Allocation Assets 137

The Big Picture

MAY 29, 2025

The probabilities make it clear that a broad index should be the core of your portfolio; if you want to put your own spin on it, feel free to try. But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets? Africa , and Australia.

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Portfolio Financial Planning Taxes Management 306

The Big Picture

MAY 5, 2025

First, lets go to the data (via Bloomberg ): 5,502,284% That is the per-share market value increase of Berkshire Hathaway stock from 1964 to 2024. We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. It yielded 78,600 hits. And thats fine. Bet on America 2.

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Investing Investments Portfolio Planning 296

The Big Picture

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

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Investing Investments Management Engineering 162

The Big Picture

JANUARY 2, 2025

This is true about equity and bond markets, specific company stocks, and economic data series. Consider this December 29, 2024, year-end review in Bloomberg : “By this time last year, the stock markets rally had blown past even the most optimistic targets, and Wall Street forecasters were convinced it couldnt keep up the dizzying pace.

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Banking Planning Economics Investing 345

Wealth Management

FEBRUARY 24, 2025

Hightower's Robert Picard unravels the shifting dynamics of private markets and their role in contemporary investment portfolios.

Wealth Management 264

Wealth Management Investing Investments Management 264

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

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Financial Planner Certification CFP Education 246

The Big Picture

MARCH 20, 2025

This will run its course over the next few weeks and months… There are lots of reviews trickling in, and I want to share one from someone you may not be familiar with: John Tamny of Real Clear Markets. Put another way, Ritholtz is fun.

Investing 147

Investing Investments Communication Retirement 147

Abnormal Returns

APRIL 2, 2025

Podcasts Cameron Passmore and Benjamin Felix talk lifecycle investing with Professor Scott Cederburg. wsj.com) Personal finance Don't let the stock market drive your happiness. rationalreminder.libsyn.com) Bogumil Baranowski talks with Alex Morris author of "Buffett and Munger Unscripted." And is that the wrong question?

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Portfolio Retirement Accounting Investing 147

The Big Picture

APRIL 28, 2025

This is a direct result of muscle memory a Recency Effect impact driven by 15 years of market gains. What has developed over the entirety of the post-financial crisis era of rising equity markets and until 2022, falling or zero interest rates.The good news is that this is how you build wealth over the long haul.

Risk Management 331

Risk Management Management Marketing Marketing 331

The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. It does that splendidly.”

Investing 340

Investing Investments Math Medicine 340

Trade Brains

NOVEMBER 6, 2024

The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). Now even small investors can participate in property investments with minimal capital. Real Estate Investment Trusts (REITs) have revolutionised property investment in India.

Investments 98

Investments Investing Distribution Portfolio 98

Wealth Management

DECEMBER 6, 2023

Celso Munoz, portfolio manager at Fidelity Investments, shares a comprehensive approach to enhancing risk-adjusted returns in the dynamic world of fixed income investments.

Investing 279

Investing Investments Portfolio Management Portfolio 279

The Big Picture

DECEMBER 19, 2024

This is one of them: Chapter 1: The Creation of the Market In the beginning, the Trader created the Market and the Economy. The Market was formless and void, and volatility was upon the face of the indices. The Spirit of Investment hovered over the trading floor. Trade responsibly, for the Market is fragile.”

Startup 230

Startup Portfolio Marketing Marketing 230

Wealth Management

OCTOBER 6, 2023

Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment ideas right now. "Higher-for-longer" interest rates, earnings volatility, multiple expansion.

Investing 290

Investing Investments Portfolio Clients 290

Wealth Management

JANUARY 6, 2025

Ukrainian farmland could offer a chance to diversify your portfolio while fueling the recovery of a nation.

Investing 296

Investing Investments Portfolio Marketing 296

Wealth Management

MAY 9, 2024

VanEck's Fran Rodilosso also discusses the benefits of adding CLOs and BDCs to investment portfolios.

Investing 277

Investing Investments Portfolio Marketing 277

A Wealth of Common Sense

DECEMBER 12, 2024

We also covered questions about how AI will impact the financial advice landscape, timing the next market correction, factoring an inheritance into the house-buying process and using long-dated options in a portfolio. The post Investing in Stoc. The least was just 9 (hello lost decade).

Investing 111

Investing Investments Financial Advice Portfolio 111

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investing 147

Investing Investments Assets Retail 147

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

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Clients Financial Advisor Business Planning Taxes 244

The Big Picture

JANUARY 25, 2023

But they also asked questions about how these managers invested their own monies. Robin buries the lede in his discussion, but allow me to correct that oversight: “ Active managers invest their own capital passively.” ” It’s is worth your time to delve into the entire discussion.

Management 306

Management Investing Investments Financial Market 306

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Does Time In the Market Beat Market Timing?

Marketing 98

Marketing Marketing Financial Advisor Investing 98

The Big Picture

MARCH 30, 2025

Stacking Benjamins: Ever wondered how the top financial minds avoid disaster while the rest of us are busy panic-Googling best investments 2024? Today, Joe welcomes Barry Ritholtz of Ritholtz Wealth Management down to Moms basement for a conversation that flips typical investment advice on its head.

Investing 179

Investing Investments Wealth Management Portfolio 179

Wealth Management

MARCH 18, 2024

Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios.

Wealth Management 284

Wealth Management Management Investing Investments 284

The Big Picture

NOVEMBER 27, 2023

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Nerd's Eye View

NOVEMBER 12, 2024

Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients.

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Clients Financial Advisor Marketing Marketing 130

Wealth Management

DECEMBER 5, 2023

Insights from Nidhi Gupta, portfolio manager at Fidelity Investments, on identifying attractively valued stocks, leveraging global research, and navigating market environments for long-term portfolio growth.

Investing 264

Investing Investments Portfolio Management Portfolio 264

The Big Picture

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

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Investing Investments Valuation Portfolio 296

Abnormal Returns

APRIL 27, 2025

Top clicks this week Three keys to successful investing including 'Trying to time the market is a losers game.' tker.co) Why private assets are no portfolio panacea. sherwood.news) Spikes in the VIX often represent a market bottom. optimisticallie.com) How portfolio diversification has worked in 2025.

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Assets Portfolio Investing Investments 173

Wealth Management

OCTOBER 10, 2024

Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

Wealth Management 283

Wealth Management Management Marketing Marketing 283

Wealth Management

APRIL 6, 2025

Amplify ETF, CEO, Christian Magoon shares some insights about the role ETFs, including black swan ETFs, can play in investment portfolios to help reduce investment risk during times of heightened market volatility.

Portfolio 210

Portfolio Investing Investments Marketing 210

Abnormal Returns

MARCH 17, 2025

Markets Corrections happen more often than you remember. optimisticallie.com) Market moves just happen faster these days. awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course.

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Media Economy Retail Management 195

Wealth Management

APRIL 16, 2024

AlphaSimplex's Katy Kaminski describes how the firm uses data to measure where the markets are moving.

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Portfolio Management Investing Investments 299

Validea

JUNE 2, 2025

Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. The portfolio allocates across U.S. equities, gold, commodities, and long-duration and intermediate-term Treasury bonds.

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Portfolio Investing Investments Economics 52