Abnormal Returns

MARCH 4, 2025

mailchi.mp) Round-ups A round-up of recent white papers including 'A New Paradigm in Active Equity.' Skew Why investors avoid positive-skew investment strategies. rcmalternatives.com) How skew and kurtosis should play a role in portfolio construction.

Math 147

Math Assets Economics Portfolio 147

The Big Picture

DECEMBER 18, 2024

To prove their point, a number of friendly commentators, academics, and hired guns all wrote endless white papers, Op-Eds and commentaries. ” A bit of quick math: 726,600/0.987 = 736,170 (starting point). Hey, everybody’s entitled to their opinion about new legislation and there was no shyness about sharing theirs.

Food 306

Food Math Numbers Economics 306

Random Roger's Retirement Planning

JUNE 27, 2022

According to this white paper from ReSolve and Newfound, it does. This year, VBINX is down 18% while NTSX is down almost 24%, the math appears to check out. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples.

Portfolio 40

Portfolio Math Management Investing 40

The Big Picture

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons.

Assets 147

Assets Management Investing Investments 147

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. The Power of Financial Advisor Calculators.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

SEPTEMBER 3, 2024

00:42:38 [Speaker Changed] I was clicking around the website looking at some of the white papers you guys put out on a regular basis. And so I think, you know, not to say you couldn’t do it when there’s zero, but I just think it’s a lot harder to make the math work. The power of location.

Investing 147

Investing Investments Management Valuation 147

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98