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.

Investments

Wealth Management

JULY 28, 2025

Vanguard has added to its model portfolio lineup. 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.

Investments

Wealth Management

JULY 21, 2025

Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. These are among the investment must-reads we found this week for financial advisors. JPMorgan analysts are moving beyond traditional stock coverage and beginning to look at private firms, starting with OpenAI.

Investments

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.

Taxes

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

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.

Portfolio

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.

Investments

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. Own Broad Indexes as a Core Portion of your Portfolio Thats it! It yielded 78,600 hits. Bet on America 2.

Investments

Nerd's Eye View

JUNE 16, 2025

One common concern is that an advisor managing a $4M portfolio does not necessarily do twice the work of one managing a $2M portfolio, despite the fee being twice as high. Only firms using a flat fee structure, where a single rate applies to the entire portfolio regardless of size, use this kind of direct fee scaling.

Financial Advice

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

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning

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

Carson Wealth

JULY 8, 2025

It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn. The same is true of investment portfolios. A personalized portfolio enables you to consider more than just what generally works for most people.

Portfolio

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 (..)

Financial Planner

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

The Big Picture

JUNE 27, 2025

This week, I speak with Velina Peneva , group chief investment officer at insurance giant Swiss Re. While she was there, she worked with fund managers and investors, became a leader in the private equity practice in Zurich and became a member of the firm’s global investment committee.

Investments

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

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

Wealth Management

JUNE 23, 2025

Elaine Misonzhnik , Senior Editor, Investments June 23, 2025 4 Min Read Iaremenko/iStock/Thinkstock Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation.

Assets

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.

Clients

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.

Clients

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning

Wealth Management

JUNE 4, 2025

Richard Ennis, investment consulting pioneer, argues alternative investments underperform and drain billions from portfolios, contradicting Wall Street's golden age narrative.

Assets

The Big Picture

JANUARY 15, 2025

What percentage of your portfolio should be allocated? Full transcript below. ~~~ About this week’s guest: Ted Seides is founder and CIO of Capital Allocators , and learned about alts working under the legendary David Swensen at the Yale University Investments Office. So, Ted, let’s start with the basics.

Portfolio

Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

Portfolio

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.

Investments

The Big Picture

JANUARY 2, 2025

In “ How Not To Invest ” (coming March 18!) This is especially true for those made by analysts who are not working to provide you with good investing advice but rather are hoping to drum up business for secondaries and IPOs. . ” It’s a blunt observation about our inability to forsee the future.

Banking

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

The Big Picture

DECEMBER 19, 2024

The Spirit of Investment hovered over the trading floor. ” The Investor, tempted, took his portfolio and bought on margin. But soon, volatility struck, and the portfolio was wiped out in a great Crash. The Market was formless and void, and volatility was upon the face of the indices.

Startup

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

JUNE 23, 2025

Philadelphia Union captain Alejandro Bedoya discusses his diversified investment portfolio and financial advice for fellow athletes in professional sports.

Financial Advice

Abnormal Returns

JULY 2, 2025

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book "How NOT to Invest." podcasts.apple.com) Investing The case for bonds. wsj.com) Putting 40% of your portfolio into Bitcoin seems like a reach. peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements.

Retirement

Abnormal Returns

JULY 7, 2025

(youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. youtube.com) Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth. financialducksinarow.com) Investing Nine mid-year market talking points for clients.

Certification

Abnormal Returns

DECEMBER 25, 2024

morningstar.com) Investing Three easy ways to simplify your portfolio. morningstar.com) Boring is always appropriate when it comes to investing resolutions. (awealthofcommonsense.com) Retirement Seven hidden traps of retirement including 'Not focusing on creative endeavors to maximize your fulfillment.'

Financial Advice

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?

Investments

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.

Investments

Random Roger's Retirement Planning

JULY 2, 2025

A fun rabbit hole over the years has been the 75/50 portfolio devised by John Serrapere which he wrote about several times at the old IndexUniverse site. For anyone new, the big idea is for the portfolio to capture 75% of the upside with only 50% of the downside. Portfolio 2 has a normal, even if not heavy, allocation to equities.

Portfolio