The Big Picture

DECEMBER 30, 2024

He co-authored Investment Analysis and Portfolio Management , now in its fifth edition. Zeikel famously shared his investing insights in a 1994 letter to his daughter: “Personal portfolio management is not a competitive sport. Investment capital becomes a perishable commodity if not handled properly. Be serious.

Investing

Nerd's Eye View

DECEMBER 9, 2024

But by involving non-owners in decision-making, offering clear career paths for continued growth within the firm, and linking staff contributions to firm-wide goals, firms can create a cycle that rewards emotional ownership and encourages further investment in the firm’s long-term success.

Investments

Wealth Management

JUNE 17, 2025

These are among the investment must-reads we found this week for financial advisors. Third-party model portfolios had $646 billion in assets under management as of March 31—an increase of 62% since June 2023, according to Morningstar.

Investing

Wealth Management

JULY 28, 2025

These are among the investment must-reads we found this week for financial advisors. BlackRock CIO Rick Rieder penned a column for the Financial Times exploring how markets have become less volatile throughout 2025. Vanguard has added to its model portfolio lineup.

Investing

Wealth Management

JUNE 23, 2025

Ryan Nauman and Brad Roth discuss the use of AI and alternative data sources, the advantages of automated investment systems, and the importance of minimizing drawdown risk through low volatility strategies.

Investments

Wealth Management

JULY 14, 2025

Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

Investing

Wealth Management

JUNE 16, 2025

Kirk McDonald discusses the characteristics of successful mid-cap companies, the challenges faced by mid-cap managers, and why mid-caps might be poised for success in the current economic environment.

Investing

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.

Investing

Wealth Management

JUNE 26, 2025

BlackRock's Rick Rieder discusses economic outlook and fixed income opportunities, while Vanguard's Salin Ramji highlights expansion into savings and advice at the Morningstar conference.

Investing

Nerd's Eye View

JULY 29, 2025

What's unique about Monish, though, is how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for particular client needs to attract and serve a high-net-worth clientele.

Clients

Validea

NOVEMBER 2, 2024

As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks that were out of favor with the market. The Psychology Behind Contrarian Investing At the core of Dreman’s philosophy is his deep understanding of investor psychology. one year later and 37.5% within two years.

Investing

The Big Picture

MAY 5, 2025

We discussed this very topic 5 years ago: Out of curiosity, I entered the phrase invest like Warren Buffett in a Google search. But Buffett has spent 60 years studying what makes for a great undervalued investment. The world is very different today, and a truly unique set of circumstances created a unicorn. It yielded 78,600 hits.

Investing

Nerd's Eye View

NOVEMBER 19, 2024

And be certain to listen to the end, where Anjali shares why she wishes she had invested more hard dollars in marketing sooner (particularly given the time it can take for tactics like podcasting and blogging to bear fruit in the form of new clients), how Anjali freed up time by not using a TAMP but instead an outsourced Chief Investment Officer to (..)

Clients

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Financial Planner

Calculated Risk

JANUARY 22, 2025

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a slowdown in CRE investment in 2025. for the month as the share of firms reporting a decline in firm billings increased.

Clients

Investment Writing

APRIL 15, 2025

Investment commentary authors often know the markets well, but lack writing and editing expertise. Ive learned some lessons about how to edit investment commentary that I share below with you. Instability in the Middle East will continue, and heres how it affects our investing. Thats your goal, right?

Investing

Carson Wealth

JULY 16, 2025

Let’s be honest—investment terminology can sound like a foreign language. Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage? Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?

Investing

Validea

NOVEMBER 9, 2024

Yet despite the initial development period, their systematic approach was fundamentally sound and eventually led to one of the most successful track records in investment history, with the Medallion Fund averaging over 60% returns annually for several decades. So what constitutes a sound investment process?

Investments

Wealth Management

JUNE 26, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all businessmen around table RPA Operating On The Record Keepers’ Efficient Frontier Operating On The Record Keepers’ Efficient Frontier by Warren Cormier (..)

Financial Advisor

The Big Picture

MARCH 24, 2025

investment firm. ” It goes without saying that politics should have no place in any reputable firm’s Research department (see Why Politics and Investing do not mix ). Gross investment includes what government spends on structures, equipment, and software, such as new highways, schools, and computers.

Government

Calculated Risk

APRIL 30, 2025

These movements were partly offset by increases in investment, consumer spending, and exports. Compared to the fourth quarter, the downturn in real GDP in the first quarter reflected an upturn in imports, a deceleration in consumer spending, and a downturn in government spending that were partly offset by upturns in investment and exports.

Government

Your Richest Life

JANUARY 27, 2025

Your investing strategy is a personal approach based on your goals, life stage and risk tolerance. There are so many different ways to invest, but two of the most common methods youll find are active and passive investing. What is active investing? Active investing involves a hands-on approach to managing your portfolio.

Investing

Wealth Management

JULY 2, 2025

The Vanguard High-Yield Active ETF would trade under the ticker VGHY and invest at least 80% of its portfolio in high-yield debt, according to a Tuesday filing with the Securities and Exchange Commission. trillion US exchange-traded fund arena. trillion US exchange-traded fund arena.

Planning

Midstream Marketing

OCTOBER 30, 2024

Introduction In today’s changing finance world, registered investment advisors (RIAs) must comply with the provisions of the marketing rule, including entering into a written agreement, and must not include any untrue statement of a material fact to stand out from others. Clients looking for investment advice have many options.

Investment Advisor

Wealth Management

JULY 2, 2025

Those who are in the older cohort for this generation will be more closely aligned with baby boomer preferences, including holding face-to-face meetings with their advisors and receiving detailed quarterly reports on their investments. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

Financial Advisor

Validea

NOVEMBER 16, 2024

” Conclusion Greenblatt’s Magic Formula offers a compelling reminder that successful investing doesn’t necessarily require complex algorithms or countless variables. Sometimes, the most sophisticated approach is also the simplest.

Investing

Wealth Management

JULY 8, 2025

They usually carry lower fees than other share classes and require minimum investments that vary by fund, but can be as high as five or six figures. The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers.

Wealth Management

Wealth Management

JULY 11, 2025

Ryan Nauman and Noah Wise discuss the impact of the current uncertain macroeconomic environment on fixed income investments, the advantages of active management, the importance of diversification across the yield curve and geographic regions, and the potential risks and rewards in the fixed income market.

Management

Wealth Management

JULY 22, 2025

Larry Swedroe examines the underperformance of structured equity products and debt securities, revealing high fees and poor returns compared to traditional investments.

Investments

Calculated Risk

DECEMBER 22, 2024

8) Residential Investment: Residential investment (RI) was slightly positive through the first three quarters of 2024. Note: RI is mostly investment in new single-family structures, multifamily structures, home improvement and commissions on existing home sales. Through November, starts were down 4.3% New home sales were up 2.1%

Economics

WiserAdvisor

JULY 9, 2025

If you are someone who loves a good Do It Yourself (DIY) challenge, whether it is fixing your own car or kitchen sink, you might think investing is just another task you can master on your own. Self-investing, or DIY investing, is incredibly popular. What is self-investing, and what are its pros and cons?

Financial Advisor

Wealth Management

JULY 16, 2025

Explore the performance, volatility and diversification benefits of private and public infrastructure investments for wealth managers and financial advisors.

Portfolio

Nerd's Eye View

DECEMBER 18, 2024

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

Financial Planning

Validea

DECEMBER 27, 2024

In this episode of Excess Returns, hosts Jack Forehand and Justin Carbonneau sit down with Jacob Pozharny, partner at Bridgeway Capital Management, to explore the increasingly important role of intangible assets in modern investing.

Investing

The Big Picture

MARCH 10, 2025

David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.

Investments

Wealth Management

JUNE 27, 2025

It has become a challenge to keep up with new rollouts.

Wealth Management

Wealth Management

JUNE 12, 2025

RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.

Wealth Management