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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.
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. Read More.
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. Read More.
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.
These assumptions are rooted in Capital Market Assumptions (CMAs), which project how different assets might perform in the future. Beyond market variables, clients bring their own behaviors and preferences into play. However, for many advisors, using these assumptions isn't always comfortable.
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.
They then demonstrated how this model can be used to construct a portfolio that outperforms a traditional market-cap weighted portfolio. Using Trading Volume to Optimize Portfolio Construction and Implementation was originally published at Alpha Architect.
Mercer Advisors' Don Calcagni discussed the latest investment vehicles transforming strategies, the ongoing active versus passive management debate and the nuances of private markets.
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, (..)
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.
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.
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.
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.,
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 (..)
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.
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.
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. Most investors underestimate the stress of a high-risk portfolio on the way down.
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.
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.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.
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.
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.
What percentage of your portfolio should be allocated? To help us unpack all of this and what it means for your portfolio, let’s bring in Ted Seides, who began his career at the Yale University Investments Office under the legendary David Swensen. So, Ted, let’s start with the basics. What is the appeal of alternatives?
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.
Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.
(morningstar.com) Investing Three easy ways to simplify your portfolio. etf.com) More people, mostly men, are seeking help with compulsive gambling in the stock market. wsj.com) Americans are swapping bank deposits for money market funds. morningstar.com) Boring is always appropriate when it comes to investing resolutions.
Below I pasted an exchange I had with Copilot about a portfolio consistent with what we often blog about. Evaluate the following investment portfolio and compare it to VBAIX. Evaluate the following investment portfolio and compare it to VBAIX. What adjustments can I make to enhance my portfolio? in QLEIX, 4.5%
And on today’s edition of at the money, we’re going to discuss how Wall Street has been using personal health to gain a competitive advantage to help us understand all of this and its implications for your portfolio. Fitness alpha is a model of performance, and we can derive alpha in markets from so many different areas.
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.
One potential positive is market breadth has held up quite well in the face of the near-bear market. Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. The labor market is not a source of inflationary pressure. 5-year breakevens are at 2.3%
This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?
morningstar.com) An example why investors buying shares of private companies simply don't have the same protections as the public markets. wsj.com) Putting 40% of your portfolio into Bitcoin seems like a reach. (bestinterest.blog) Things to keep in mind when managing your cash holdings.
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.
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 (..)
Focusing now just on Treasury holdings, below is a table comparing Fed Treasury holdings and marketable Treasury debt outstanding at the end of February 2025. years longer than that for marketable Treasury bills, notes, and bonds outstanding. years longer than that for marketable Treasury bills, notes, and bonds outstanding.
youtube.com) Jeff Bernier talks with Larry Swedroe about the the evolving role of alternative assets like private credit and reinsurance in modern portfolios. financialducksinarow.com) Investing Nine mid-year market talking points for clients. youtube.com) Barry Ritholtz talks with Kate Moore, chief investment officer at Citi Wealth.
Modern Portfolio Theory (MPT) has long served as a foundational framework for asset allocation and portfolio construction. Can Modern Portfolio Theory Still Teach Us Any Lessons Today? This concept remains influential in both academic finance and practical investment management. was originally published at Alpha Architect.
The Indian real estate market, traditionally requiring substantial investments, is evolving with the rise of Real Estate Investment Trusts (REITs). These companies manage profitable real estate portfolios across various sectors. These companies manage profitable real estate portfolios across various sectors. What are REITs?
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.
RIAs need to update their marketing plans to stay ahead. A strong brand identity is key to getting and keeping clients in this tough market. RIAs must understand and follow SEC marketing rules to meet their ethical and legal needs. Understanding the Marketing Landscape for RIAs The world of financial advice is changing fast.
I think about that calm pond this time of year when the annual Wall Street forecasts for markets and the economy get released. Investors should consider this when they create a portfolio. Never confuse opinion marketing with actual, useful information. ~~~ Give thanks this weekend! These reports are aggressive acts of arrogance.
Ginnie Mae loans in forbearance increased by 5 basis points to 1.11%, and the forbearance share for portfolio loans and private-label securities (PLS) decreased 1 basis point to 0.42%. That is compared to 11 basis points for Fannie Mae and Freddie Mac Loans, and portfolio and PLS loans, respectively.
If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.
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