Wealth Management

JANUARY 14, 2025

Joe DeVico, BlackRock's co-head of wealth advisory, discusses the explosion in interest in model portfolios.

Portfolio 278

Portfolio Marketing Marketing 278

Wealth Management

JANUARY 3, 2025

Atlas Financial Advisors falsely claimed Morningstar had verified and validated the hypothetical performance of its proprietary Portfolio Shield strategies,according to the SEC. It is the Commission's latest enforcement action stemming from recently implemented RIA marketing rules.

Portfolio 264

Portfolio Commission Financial Advisor Marketing 264

Nerd's Eye View

JANUARY 7, 2025

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

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Investing Investments Clients Risk Tolerance 240

Wealth Management

FEBRUARY 7, 2024

The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

Portfolio 306

Portfolio Marketing Marketing 306

A Wealth of Common Sense

MAY 15, 2025

Bill Sweet joined me on the show again to discuss questions from our audience about harvesting gains in your stock portfolio to diversify, remote work for less money versus going back to the office for more, mis-timing the market and picking the right benchmark for your investments.

Portfolio 73

Portfolio Marketing Marketing Investing 73

Abnormal Returns

NOVEMBER 27, 2024

(podcasts.apple.com) Home buying Good luck trying to time the housing market. housing market including '40% of U.S. housing market including '40% of U.S. apolloacademy.com) How higher property taxes would help unlock the housing market. ofdollarsanddata.com) Some signs that home buyers are taking note of climate risk.

Portfolio 144

Portfolio Financial Planning Estate Planning Planning 144

Abnormal Returns

APRIL 2, 2025

wsj.com) Personal finance Don't let the stock market drive your happiness. (awealthofcommonsense.com) It's hard to put a positive spin on housing affordability. bilello.blog) The rising risk of natural disaster doesn't prevent the uber-rich from buying a house. tonyisola.com) What does it mean to be 'set for life'?

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Portfolio Retirement Accounting Investments 144

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

Wealth Management

OCTOBER 17, 2023

When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.

Portfolio 278

Portfolio Clients Marketing Marketing 278

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. He created the first Bull Market, and optimism spread across the Exchange. ” And it was so.

Startup 230

Startup Portfolio Marketing Marketing 230

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 246

Financial Planner Certification CFP Education 246

The Big Picture

MARCH 3, 2023

The chart shows the peak-to-trough declines of all the bear markets with the popular definition of a 20% decline, measured up until the start of the first 20% rally. As Batnick points out, all of these horrendous periods of market pain are already factored into long-term returns of equities. Have a look at the BAML chart above.

Marketing 336

Marketing Marketing Economics Portfolio 336

Nerd's Eye View

APRIL 2, 2025

One way that advisors can help bridge this gap is by using Historical Market Visualization (HiMaV) as a more intuitive alternative for illustrating retirement income strategies. What works about HiMaV is that it grounds financial projections in a story-based context. It's about developing a dynamic spending plan (e.g.,

Retirement 148

Retirement Clients Retirement Planning Marketing 148

Abnormal Returns

OCTOBER 25, 2023

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. vox.com) Fund management Why the biggest money managers are updating their money market mutual fund prospectuses to allow for liquidity fees.

Portfolio 273

Portfolio Financial Advising Economy Media 273

Abnormal Returns

SEPTEMBER 10, 2024

blogs.cfainstitute.org) Using machine learning for portfolio optimization. blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' libertystreeteconomics.newyorkfed.org) Research Cliff Asness on why the stock market has become less efficient over time.

Marketing 262

Marketing Marketing Risk Management Portfolio 262

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. You dont have to be the GOAT to do perfectly well in the stock market. Own Broad Indexes as a Core Portion of your Portfolio Thats it! The odds are a staggering 100 million to 1.

Investing 296

Investing Investments Portfolio Planning 296

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 227

Portfolio Investing Investments Marketing 227

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. It all comes down to human psychology and the relationship between markets and volatility. Lets take a poll.

Marketing 98

Marketing Marketing Financial Advisor Investing 98

Abnormal Returns

NOVEMBER 20, 2024

newsletter.theleading-edge.org) Personal finance Why you need guardrails on your portfolio. (contessacapitaladvisors.com) A common life regret is not being bold enough. ejorgenson.com) Can you answer the question "Money is."? awealthofcommonsense.com) Why Millennials are saving more money than prior generaitons.

Estate Planning 157

Estate Planning Retirement Marketing Marketing 157

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 305

Marketing Marketing Math Retirement Planning 305

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.

Banking 346

Banking Planning Economics Investing 346

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. morningstar.com)

Assets 167

Assets Portfolio Investing Investments 167

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 271

Wealth Management Investing Investments Management 271

Nerd's Eye View

APRIL 16, 2025

A rapid sequence of policy announcements and reversals has created volatility across nearly every asset class, with the S&P 500 falling to near-bear-market levels before rebounding sharply. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

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Clients Financial Planning Financial Advice Planning 229

Wealth Management

AUGUST 12, 2024

Rose Advisors' Patrick Fruzzetti details what advisors should consider when building investment portfolios for the current market environment.

Financial Market 248

Financial Market Marketing Marketing Portfolio 248

Wealth Management

OCTOBER 10, 2024

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

Wealth Management 287

Wealth Management Management Marketing Marketing 287

Wealth Management

JUNE 26, 2024

is expanding further into private-markets investing, striking a new partnership to include the assets alongside traditional ETFs and mutual funds in model portfolios pitched to wealthy US retail clients. (Bloomberg) -- BlackRock Inc. The firm will w

Assets 251

Assets Clients Marketing Marketing 251

The Big Picture

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We mix politics with investing.

Investing 318

Investing Investments Math Media 318

Nerd's Eye View

APRIL 18, 2025

Also in industry news this week: According to a recent survey, 40% of financial advisory clients would switch to an advisor who offers estate planning services, with help with specific tasks like beneficiary designations or tax strategies as the most sought-after service among respondents RIA M&A activity set a first-quarter record to start the (..)

Financial Planner 196

Financial Planner Risk Tolerance Estate Planning Clients 196

Nerd's Eye View

NOVEMBER 18, 2024

Measuring AI ROI: Andrew Altfest, CEO of FP Alpha, shared insights on shifting AI from back-office support to client-facing tasks, such as portfolio construction and new client onboarding, to enhance measurable outcomes.

Financial Advice 246

Financial Advice Clients Portfolio Marketing 246

The Big Picture

FEBRUARY 14, 2025

This week, I speak with Christine Phillpotts , Portfolio Manager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as Portfolio Manager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.

Investing 174

Investing Investments Portfolio Management Consulting 174

Wealth Management

JANUARY 6, 2025

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

Investing 298

Investing Investments Portfolio Marketing 298

Random Roger's Retirement Planning

MARCH 15, 2025

The first one is whether or not we need to worry about outperforming the market from year to year. How many years have you been a market participant? Assuming you are not brand new, without looking, how many years have you outperformed the market and how many have you lagged? Market equaling with far less volatility.

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Portfolio Medical Marketing Marketing 59

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.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Wealth Management

APRIL 16, 2024

billion firm’s model portfolios and impact investing philosophy. Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.3

Marketing 296

Marketing Marketing Portfolio Investing 296

Wealth Management

DECEMBER 5, 2023

David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.

Risk Management 262

Risk Management Marketing Marketing Portfolio 262

Nerd's Eye View

MARCH 3, 2025

This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)

Estate Planning 174

Estate Planning Portfolio Management Communication Planning 174