Wealth Management

JULY 25, 2023

Friday, September 15, 2023 | 2:00 PM ET

Investing 98

Investing Investments 98

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 238

Financial Planner Fee Only Clients Investing 238

Advisor Perspectives

NOVEMBER 5, 2023

More investors are turning to active management for their fixed income exposure. In a poll conducted by VettaFi, a third of respondents have more than half of their fixed income exposure tied to active management.

Investing 52

Investing Investments Management 52

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 234

Asset Allocation Wealth Accumulation Assets Portfolio 234

Advisor Perspectives

SEPTEMBER 7, 2023

Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?

Investing 52

Investing Investments 52

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. Investment grade Corporates gave you a little more, between ~3-4% at somewhat higher risk levels with minimal default rates. Equities did well, averaging ~14% during the 2010s, but Bonds, not so much.

Portfolio 143

Portfolio Government Wealth Management Taxes 143

The Big Picture

FEBRUARY 11, 2023

This week, we speak with Rick Rieder , who is BlackRock ‘s chief investment officer of global fixed income, head of the fundamental fixed income business, and head of the global allocation investment team. We discuss how he found his way into fixed income, spending 20 years at Lehman Brothers.

Communication 180

Communication Banking Investing Investments 180

The Big Picture

FEBRUARY 23, 2024

 This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.

Management 193

Management Investing Investments Wealth Management 193

The Big Picture

AUGUST 26, 2023

This week, we speak with Vanguard’s chief investment officer Greg Davis. He is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. He has more than 25 years of investment management experience.

Strategic Planning 246

Strategic Planning Distribution Consulting Insurance 246

Wealth Management

APRIL 7, 2024

Higher interest rates bring fixed income and alternative investments into the spotlight again.

Risk Management 107

Risk Management Management Investing Investments 107

The Big Picture

FEBRUARY 13, 2023

Ringer ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Critics, and even the idea’s originators, question its value. (

Economy 274

Economy Management Investing Investments 274

The Big Picture

FEBRUARY 4, 2023

A former Wall Street M&A investment banker for 17 years, Cohan is also a founding partner at the media company Puck. Be sure to check out our Masters in Business next week with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, Head of the Global Allocation Investment Team, and Senior Managing Director.

Engineering 198

Engineering Media Management Investing 198

The Big Picture

FEBRUARY 11, 2023

The Cut ) • Shell’s Grand Plan to Fight Climate Change (and Continue to Cause It) : The company is investing billions of dollars in zero- and low-carbon energy solutions, but selling oil and gas at record profits is a hard habit to break. How to text, tip, ghost, host, and generally exist in polite society today. ( Rieder helps to manage $2.5

Investing 275

Investing Investments Management Economics 275

The Big Picture

APRIL 4, 2024

And without that, you know, investment in the economy, we weren’t going to get the economy forward. In fixed income the index runs it around the 50th percentile, right? And that’s why so many active managers in fixed income can beat the index. So they cut rates to zero to force that money.

Portfolio 154

Portfolio Management Assets Economy 154

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 215

Financial Planner CFP Clients Investment Planning 215

The Big Picture

FEBRUARY 15, 2023

Businessweek ) • PE Has Only Scratched the Surface of Sports Investing. Generational, cultural, and legal shifts are making sports investing more attractive. trillion in fixed-income assets as a member of BlackRock’s Global Operating Committee and is Chairman of the firm-wide BlackRock Investment Council.

Advertising 271

Advertising Media Startup Retail 271

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 107

Investing Investments Portfolio Management Portfolio 107

The Big Picture

FEBRUARY 12, 2023

Barron’s ) • How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law : Congress outlawed tax deductions on “wash sales” in 1921, but Goldman Sachs and others have helped billionaires like Steve Ballmer see huge tax savings by selling stocks for a loss and then replacing them with nearly identical investments.

Taxes 271

Taxes Investing Investments Management 271

Advisor Perspectives

MARCH 21, 2024

Using a tactical approach to fixed income investing based on the evaluation of yield spreads across a variety of fixed income sectors makes sense.

Investing 52

Investing Investments 52

Wealth Management

DECEMBER 11, 2023

With fixed income suffering subpar returns amid the Federal Reserve’s monetary tightening, some have argued traditional investing advice needs a rethink.

Investing 99

Investing Investments 99

Abnormal Returns

SEPTEMBER 5, 2023

(mrzepczynski.blogspot.com) Utility stocks are battling higher fixed income yields. awealthofcommonsense.com) On the mismatch between our investment horizons and our actual behavior. wsj.com) High real yields are hurting the Federal budget deficit. axios.com) Strategy Dollar-cost averaging makes downturns less painful.

Financial Advising 233

Financial Advising Budgeting Manufacturing Media 233

Advisor Perspectives

APRIL 12, 2024

Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.

Investing 52

Investing Investments Marketing Marketing 52

Abnormal Returns

OCTOBER 3, 2023

axios.com) Why bonds are once again a viable investment option. nytimes.com) Retail fixed income Apex Fintech Solutions is making fractional investments in corporate bonds and Treasuries available to individual investors. Rates By this measure, the term premium is now positive.

Startup 180

Startup Financial Advising Media Retail 180

Nerd's Eye View

FEBRUARY 8, 2023

Seasoned financial advisors have likely worked with clients with a wide variety of workplace retirement accounts, which can vary in terms of their investment offerings, fees, and other characteristics. But given that the U.S. While many features of the TSP (e.g.,

Planning 238

Planning Retirement Retirement Planning Government 238

Abnormal Returns

AUGUST 2, 2023

humbledollar.com) Investing Are younger investors too conservative? morningstar.com) Some investment red flags, including high fees. bankeronwheels.com) Fixed income Money market mutual funds are not all created equal. (bestinterest.blog) Some tips on avoiding online scams.

Retirement 194

Retirement Taxes Investing Investments 194

Abnormal Returns

JANUARY 21, 2024

thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. (morningstar.com) Coinbase ($COIN) sits at the center of the spot Bitcoin ecosystem. finance.yahoo.com) Ric Edelman has some thoughts about the spot Bitcoin space. ft.com) Leverage loan repricings are surging.

Financial Advising 174

Financial Advising Economy Manufacturing Media 174

Advisor Perspectives

OCTOBER 24, 2023

As interest rates have risen dramatically over the past year, income-oriented funds have become more attractive. With the income finally back in fixed income, advisors are searching for new opportunities to generate yield while mitigating risk in their bond investments. It added ETFs to its offerings in August.

Risk Management 59

Risk Management Management Accounting Portfolio 59

Trade Brains

FEBRUARY 15, 2024

10 Best Bond Brokers in India Investors always seek to earn more and are risk-averse while investing. Some brokers provide a platform for investing in bonds. They ensure capital preservation, regular and constant income, and portfolio diversification. However, retail investors have been able to invest in a wide range of bonds.

Government 59

Government Retail Startup Investing 59

Advisor Perspectives

MARCH 4, 2024

Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the fixed income and equity markets and offers insights regarding opportunities in different asset classes.

Investing 52

Investing Investments Assets Marketing 52

The Big Picture

AUGUST 19, 2023

Be sure to check out our Masters in Business next week with Greg Davis, Chief Investment Officer of the Vanguard Group. Davis is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups.

Economics 246

Economics Management Investing Investments 246

Wealth Management

JULY 31, 2023

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

Investing 96

Investing Investments 96

The Big Picture

FEBRUARY 10, 2023

Huddle Up ) Be sure to check out our Masters in Business interview this weekend with Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock , Head of the Global Allocation Investment Team, and Senior Managing Director. Businessweek ) • The Super Bowl’s Most Reliable Stock Market Indicator?

Math 164

Math Engineering Manufacturing Investing 164

The Big Picture

DECEMBER 6, 2023

Fisher Investments ) see also Transitory Is Taking Longer than Expected. Noahpinion ) • The first results from the world’s biggest basic income experiment : Money always helps, but for the very poor, one lump sum can last a long time. ( The Big Picture ) • Home Prices Are Historically High Next to Rents.

Economy 208

Economy Economics Investing Investments 208

The Irrelevant Investor

JANUARY 28, 2024

Today’s Talk Your Book is brought to you by F/M Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product.

Marketing 77

Marketing Marketing Investing Investments 77

Meb Faber Research

JANUARY 10, 2024

Guest: Rick Rieder is BlackRock’s Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets.

Marketing 52

Marketing Marketing Assets Investing 52

A Wealth of Common Sense

JANUARY 29, 2024

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product.

Marketing 70

Marketing Marketing Investing Investments 70

The Big Picture

AUGUST 2, 2023

Irrelevant Investor ) see also Stocks Crush ‘Year of Bond’ in Biggest Sentiment Shift Since ‘99 : Fixed income underwhelms as Teflon economy strands bears More than half of JPMorgan clients now see no recession. Previously, she was a senior reporter at Wall Street Journal covering finance, investment banking and M&A.

Economy 246

Economy Investing Investments Banking 246