Abnormal Returns

FEBRUARY 14, 2025

citywire.com) This pension fund is adding Bitcoin to its portfolio. abnormalreturns.com) Mixed media Rural women are increasingly saying no to marriage. (paulkrugman.substack.com) Crypto The SEC could soon allow for in-kind redemptions for Bitcoin and Ethereum ETFs. sherwood.news) VC A slew of unicorns have become zombies.

Advertising 173

Advertising Government Manufacturing Media 173

Validea

NOVEMBER 9, 2024

Over several months, this trader generated impressive returns by following social media trends and timing market sentiment. No matter how well-timed the trades might have seemed, cryptocurrency prices are largely driven by factors beyond social media sentiment. Their process has helped them navigate various market cycles successfully.

Investments 52

Investments Investing Media Portfolio Management 52

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Are all answered in our conversation.

Taxes 144

Taxes Portfolio Management Investments 144

Validea

NOVEMBER 16, 2024

stocks Exclude utilities, financials, and foreign companies Build a portfolio of 20-30 stocks gradually over time Hold positions for one year (with some tax-optimization adjustments) Commit to the strategy for at least 3-5 years The Human Factor While the formula itself is simple, following it isn’t always easy.

Investments 52

Investments Investing Portfolio Media 52

Abnormal Returns

APRIL 17, 2025

Decision making Barry Ritholtz, "There is an endless assortment of ways to make mistakes that hurt your portfolio." abnormalreturns.com) Mixed media Heather Cox Richardson, "Once you give up the idea that we are all equal before the law and have the right to due process, you have given up the whole game. Well, you should be.

Medicine 162

Medicine Math Economy Manufacturing 162

Midstream Marketing

OCTOBER 30, 2024

Websites, social media, and SEO offer great opportunities to connect with new clients online. RIAs can show their skills by using search engine optimization (SEO) and social media marketing. Effective Use of Social Media in RIA Marketing Social media is a great tool for RIAs to connect with new clients and grow their brand.

Investment Advisor 52

Investment Advisor Investments Investing Ethics 52

Abnormal Returns

JANUARY 5, 2025

axios.com) Strategy Don't let dividends take the wheel of your portfolio. abnormalreturns.com) Mixed media You have enough streaming subscriptions. Markets The 2020s has seen nothing but big market moves. awealthofcommonsense.com) 30-year mortgage rates are at a six-month high. downtownjoshbrown.com) Or your expectations for the Fed.

Media 147

Media Consulting Economy Economics 147

Wealth Management

JUNE 27, 2025

For advisors worried about reaching the next generation of investors, Quinn carried out its user validation testing in what has become the traditional, if labor-intensive, route for Silicon Valley-type direct-to-consumer startups: recruiting thousands of test users at college campuses and through social media. Let’s take just this week.

Wealth Management 164

Wealth Management Estate Planning Startup Financial Planning 164

MainStreet Financial Planning

MARCH 12, 2025

Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic. Reevaluate Your Asset Allocation If watching your investment portfolio fluctuate causes anxiety, your current allocation might be too aggressive.

Economics 92

Economics Asset Allocation Financial Planning Taxes 92

Abnormal Returns

NOVEMBER 15, 2024

(awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. newsletter.abnormalreturns.com) Mixed media Not The Onion: The Onion has purchased Alex Jones' Infowars out of bankruptcy. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: slow demand growth.

Financial Advising 147

Financial Advising Valuation Food Media 147

The Big Picture

JULY 4, 2025

Vox ) see also Manage the Noise : You can architect your media diet, who and what you pay attention to, frame the news flow appropriately, and simply make better decisions. ( Your brain isn’t what it used to be. ( The Big Picture ) • The truth about using cannabis for health problems : It’s being used for everything from pain to insomnia.

Asset Allocation 144

Asset Allocation Wealth Management Insurance Media 144

Carson Wealth

JANUARY 13, 2025

We are already getting questions about whether its time to panic, with bearish narratives starting to come out of hibernation across social media. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. In fact, one of the reasons for last weeks 1.9% Compliance Case # 7521978.1._011325_C

Marketing 75

Marketing Marketing Economy Compliance 75

Wealth Management

JUNE 25, 2025

Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system. We couldn’t do that necessarily with eMoney.

Wealth Management 153

Wealth Management Estate Planning Financial Advisor Clients 153

Validea

MARCH 31, 2025

Main Topics Covered: Paul Tudor Jones approach to avoiding complacency by evaluating your portfolio as if you started it today. How technology, like social media, has opened new trading strategies unavailable in the past. Steve Cohens strategy of cutting positions in half when uncertain to manage indecision effectively.

Risk Management 52

Risk Management Media Management Taxes 52

FMG

APRIL 30, 2025

FMG Mobile App: Share Content in Seconds Social media can build trust if you use it right. Plus, FMG’s integration with Canva makes it even easier to access and download Canva content in our platform for seamless sharing on social media. Descript: Edit Videos Like Documents Descript changes how you work with media.

Marketing 52

Marketing Marketing Media Compliance 52

Indigo Marketing Agency

MARCH 20, 2025

Right now, your clients dont just need portfolio management; they need perspective. Heres what I know, if youre not talking to your clients, someone else is whether its the media, a doomsday influencer, or their neighbor who suddenly thinks theyre an investment expert. Thats where financial advisors come in! They need to hear from you.

Communication 69

Communication Financial Advisor Marketing Marketing 69

A Wealth of Common Sense

JULY 17, 2025

But I was looking exclusively for portfolio management roles. The CFA is considered the gold standard for investment analysis and portfolio management but doesn’t hold a lot of sway in the wealth management industry where holistic planning is the focus. The Compound Media, Inc.,

CFP 73

CFP Wealth Management Advertising Portfolio Management 73

Discipline Funds

APRIL 30, 2025

The media loves to tout this narrative, but this isn’t the real way the NBER defines a recession. I always struggle a bit with assessing gold in a portfolio. There’s this belief that two quarters of negative GDP growth means we are in a recession. But now the Dollar Index is down almost 10% from its highs earlier this year.

Insurance 75

Insurance Financial Planning Government Economy 75

The Big Picture

MAY 21, 2025

Investors should always be on the alert for structural errors in media stories: Authors operating outside of their expertise; people unaware of recent developments; extrapolators extending present trends far into the future. This entire embarrassing debacle is a stark reminder of critical elements for media consumers and investors alike: 1.

Retail 202

Retail Media Electronics Investments 202

Abnormal Returns

JANUARY 23, 2025

awealthofcommonsense.com) Why your portfolio may need rebalancing. abnormalreturns.com) Mixed media Unlimited vacation is a double-edge sword. Strategy Bonds vs. bond funds: you're still exposed to interest rate risk. morningstar.com) Just because you can launch a meme coin doesn't mean you should. Well, you should.

Media 173

Media Economy Portfolio Investments 173

WiserAdvisor

MAY 29, 2025

Its a great way to invest in strong performers while maintaining balance in your portfolio. Whether youre just starting with a small investment amount or growing an existing portfolio, the time-tested strategies below can help you grow your wealth steadily over the years. Markets fluctuate, media narratives change, and fear can set in.

Accounting 59

Accounting Wealth Accumulation Risk Tolerance Investments 59

The Big Picture

JULY 1, 2025

And I had a professor in economics who suggested that I look at this company called Media One in Boston that had recently been acquired by Con No, it was, it used to be called Continental Cable Vision. It had been acquired by US West, a Denver based company, and they had rebranded it as Media One. When did that start?

Investments 144

Investments Investing Consulting Insurance 144

Midstream Marketing

OCTOBER 29, 2024

This includes using social media, improving your SEO, and designing effective email campaigns. A major issue is not having enough time in a busy day that includes client meetings and managing portfolios, especially when considering the needs of clients’ family members. We will look at different parts of digital marketing.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

NOVEMBER 6, 2024

A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Wealth Management

JULY 10, 2025

Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & Portfolio Management: Tamarac / Envestnet and Addepar Wealthspire 2.0, In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Wealth Management 153

Wealth Management Estate Planning Clients Planning 153

Indigo Marketing Agency

JUNE 12, 2025

In this case, your target audience is in or near retirement and they want investment strategies that produce portfolio income. This should include creating targeted content, social media posts , and speaking at relevant events that showcase your knowledge in areas like retirement income strategies or wealth management.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

WiserAdvisor

JUNE 4, 2025

They have grown up surrounded by the Internet and are aware of basic financial concepts, even if it is through social media or YouTube videos. Financial advisors need to adopt digital solutions like virtual meetings and mobile apps that allow clients to check in on their investment portfolios whenever and wherever they want.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Alpha Architect

FEBRUARY 7, 2025

While the media headlines are preaching doom, the fundamentals are telling a very different storycredit spreads have widened, and EBITDA multiples are the lowest they have been in a decade. We are far from a bubble. Is There A Bubble In Private Credit? was originally published at Alpha Architect.

Risk Management 70

Risk Management Media Portfolio Management 70

WiserAdvisor

JUNE 24, 2025

You could take on a part-time job, maybe something flexible that fits around your main job, like tutoring at a local college, working a few hours at a bookstore, or even influencing on social media. The red numbers in your portfolio are only losses on paper. Markets go up, and markets go down. It is their natural cycle.

Financial Advisor 59

Financial Advisor Retirement Accounting Investments 59

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Telecommunications & Media Telecom companies and media groups might not produce as many new billionaires today as technology start-ups. Yet their collective wealth is still staggering.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

Abnormal Returns

FEBRUARY 27, 2025

newsletter.rationalwalk.com) Berkshire's portfolio highlights the impact of a few key positive outliers. abnormalreturns.com) Mixed media Many universities are putting a pause on grad school admissions. (awealthofcommonsense.com) Would you invest in Norway's sovereign wealth fund if you could? 2024 results. Well, you should.

Startup 147

Startup Media Economy Portfolio 147

Abnormal Returns

MARCH 21, 2025

ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz's "How NOT to Invest" is a master class for investors. abnormalreturns.com) Mixed media We like to forget it, but the risk of nuclear annihilation never disappeared. Markets Nvidia ($NVDA) stock is struggling. Well, you should be.

Engineering 130

Engineering Manufacturing Media Economy 130

Carson Wealth

DECEMBER 2, 2024

We didn’t have social media back then, but I could only imagine how mad that would have made the bears. A diversified portfolio does not assure a profit or protect against loss in a declining market. on average. 2024 of course isn’t over yet, but it is pretty incredible that as strong as last year was, this year is up more right now.

Marketing 75

Marketing Marketing Economy Compliance 75

Investing Caffeine

MAY 1, 2025

Much like the fairy tale, when it comes to pointing out the many shortcomings of the financial media, I have no problem yelling, The Emperor Media has no clothes! Media Spreads Fear and Misinformation Mark Twain famously stated, If you don’t read the newspaper, you’re uninformed. Fear, uncertainty, and doubt (F.U.D.)

Media 52

Media Economy Investments Investing 52

The Big Picture

MARCH 4, 2025

And I think a good example of that is within the innovation economy kind of ecosystem overall where, because it is so interconnected, when you think about VC firms funding, you know, portfolio companies, the, those portfolio companies having founders, they’re oftentimes, they’re repeat founders.

Banking 130

Banking Economy Startup Marketing 130

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Teslas falling stock price, quality control issues, and the negative media attention surrounding Elon Musk leave the electric vehicle leader in a precarious position.

Investments 78

Investments Investing Valuation Advertising 78

The Big Picture

MAY 22, 2025

From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. Barry Ritholtz : In the modern era of social media and TikTok and Instagram, there’s a lot of influencer flexing and they’re trying to show off their lifestyle.

Valuation 144

Valuation Food Investing Investments 144