Advisor Perspectives

FEBRUARY 9, 2024

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.

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Sales Portfolio Management Portfolio Management 52

Trade Brains

SEPTEMBER 28, 2023

Landmark Cars offers after-sales service, pre-sales consultant, roadside assistance, insurance, and easy financing options. The post Top Indian Stocks Held By Societe Generale – Portfolio Analysis appeared first on Trade Brains.

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Portfolio Analysis Portfolio Banking Engineering 115

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley #4 -Aarti Pharmalabs Aarti Pharmalabs Limited primarily engages in the manufacture and sale of active pharmaceutical ingredients (APIs) and pharmaceutical intermediates in India and internationally. The post Top Indian Stocks Held By Morgan Stanley – Portfolio Analysis!

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Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

MarketWatch

FEBRUARY 21, 2023

Sales rose to $7.727 billion from $7.763 billion, also ahead of the $7.539 billion FactSet consensus. Chief Executive Geoff Martha said revenue was boosted by a strong performance in the cardiovascular and neuroscience portfolios, in the diabetes markets outside the U.S. Adjusted per-share earnings came to $1.30, ahead of the $1.27

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Portfolio Medical Sales Marketing 98

Trade Brains

OCTOBER 4, 2023

The company offers its goods for sale in India and other countries. The post Top Stocks Held by Quant Small-Cap Fund – Portfolio Analysis appeared first on Trade Brains. The Advanced Material division provides industrial products, advanced composites, textiles for the automotive industry, and clothing for human protection.

Portfolio Analysis 105

Portfolio Analysis Portfolio Electronics Engineering 105

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

The Richer Geek

JUNE 14, 2023

Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. In this episode, we’re discussing… [1:29] Investing in gold and silver [4:05] Why is diversification important for your portfolio? [6:09] 6:09] What Is Apmex and what is one gold?

Portfolio 52

Portfolio Retail Investment Advisor Investing 52

MarketWatch

JUNE 26, 2023

PacWest Bancorp PACW said Monday it agreed to sell a lender finance loan portfolio to Ares Management Corp. billion unfunded commitment in the portfolio. It’s the second major loan portfolio sale by PacWest after it sold construction loans for $2.36 billion and assumed $187.14 million of the $1.33

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Portfolio Management Banking Sales 75

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

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Portfolio Manufacturing Investing Investments 86

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

Nerd's Eye View

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

Fee Only 216

Fee Only Portfolio Clients Advertising 216

MarketWatch

MARCH 17, 2023

A sale of the bank amounts to the best option to avoid bankruptcy, analysts said. “A A sale of FRC to larger entity should be beneficial for the banking system as a whole, and should help ease contagion fears,” Wedbush analysts said.

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Sales Banking Portfolio Marketing 75

Sara Grillo

MAY 9, 2022

Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. Direct indexing, once personalized and/or sampled, will result in a portfolio that resembles an index no more than a plate of scrambled eggs does. Nobody is going to want to unwind a portfolio of 500 stocks. Or even 100 stocks?

Portfolio 72

Portfolio Clients Financial Advisor Taxes 72

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Supply chain disruptions stemming from the pandemic and China’s zero-Covid policies have battered the chip industry, as well as decreased demand and raging inflation. Still, in spite of the Berkshire sale, which would’ve been worth about $3.7

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Sales Manufacturing Government Portfolio 59

Abnormal Returns

FEBRUARY 12, 2024

kindnessfp.com) DPL Financial Partners saw a big boost in annuity sales in 2023. kitces.com) How direct indexing can be used in bond portfolios. (investmentnews.com) Lifetime income Americans need more help managing retirement income. thinkadvisor.com) Five steps to create a paycheck in retirement. thinkadvisor.com)

Wealth Management 208

Wealth Management Retirement Communication Investment Planning 208

MarketWatch

MARCH 9, 2023

to pace all of the S&P 500’s SPX premarket losers on Thursday, which puts them on track for the worst one-day performance in 23 years, after the banking services company announced a stock offering and a large loss from the sale of assets. Shares of SVB Financial Group SIVB plummeted 30.6% billion worth of common stock, which represents 7.9%

Sales 76

Sales Banking Portfolio Assets 76

Nerd's Eye View

AUGUST 8, 2023

In this episode, we talk in-depth about how Lori built her in-depth investment knowledge while working with large institutions and endowments at wirehouse firms like Shearson Lehman Brothers and Citigroup Smith Barney, how Lori approaches portfolio management with an approach of "don't fix what isn't broken" and assumes most large portfolios she manages (..)

Investing 211

Investing Investments Financial Advisor Compensation Planning 211

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

The Big Picture

APRIL 26, 2024

He has put together an enviable track record of analyzing when risk is low or high, and how investors should be positioning their portfolios. .” We discuss how his unusual career developed, with his covering both Investment strategy AND economic analysis. She was named one of Ad Age’s 100 Most Influential Women in Advertising.

Asset Allocation 130

Asset Allocation Advertising Engineering Media 130

The Chicago Financial Planner

FEBRUARY 2, 2024

Fee-only advisors receive no compensation from the sale of investment or insurance products. Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Abnormal Returns

JANUARY 20, 2023

wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022.

Investing 230

Investing Investments Startup Financial Advising 230

MarketWatch

JUNE 8, 2023

Shares of high-end wine maker Duckhorn Portfolio Inc. after hours on Thursday after the company raised the low end of its full-year sales forecast, nudged its profit outlook higher and reported estimate-beating quarterly results, helped by price increases and the “resilience” of wine enthusiasts willing to pay more despite stubborn inflation.

Portfolio 40

Portfolio Sales Marketing Marketing 40

Abnormal Returns

SEPTEMBER 26, 2023

morningstar.com) Achieving these three portfolio goals simultaneously is tough. calculatedriskblog.com) The bifurcation between new and existing home sales continues. (integratinginvestor.com) Will music royalties turn out to be a worthy investment? wired.com) Asset allocation How various asset classes performed during a recession.

Asset Allocation 267

Asset Allocation Financial Advising Assets Media 267

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. That would mean retail gangs steal nearly 25% of total sales in San Francisco and Oakland combined, which amounted to around $15.5 Rachel Michelin, president of the California Retailers Assn.,

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Retail Accounting Sales Numbers 352

Abnormal Returns

JULY 18, 2022

twitter.com) 60/40 Portfolio A reason why the 60/40 portfolio isn't working this time around. morningstar.com) Expected returns on a 60/40 portfolio have risen dramatically. bloomberg.com) When lower sales make for lower losses. rationalwalk.com) When to sell a stock: a flowchart.

Financial Advising 228

Financial Advising Startup Economy Portfolio 228

Abnormal Returns

FEBRUARY 27, 2023

Podcasts Christine Benz and Jeff Ptak talk with Derek Tharp about retirement-spending strategies, sequence risk, and portfolio construction. investmentnews.com) Are wash-sale rules out of date? morningstar.com) Daniel Crosby talks with Rachel J. Robasciotti is the Founder and CEO of Adasina Social Capital. thinkadvisor.com)

Wealth Management 230

Wealth Management Media Clients Retirement 230

Abnormal Returns

APRIL 20, 2023

60/40 portfolio What is the motivation of people telling you the 60/40 portfolio doesn't work? thebasispoint.com) There are two real estate agents for every home sale. cnbc.com) Cullen Roche, "We don’t know how risky the 60% slice of stocks is in the coming years. bloomberg.com) If mortgage rates fall, housing demand will surge.

Financial Advising 225

Financial Advising Startup Media Portfolio 225

Abnormal Returns

MAY 8, 2023

riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). sciencedaily.com) How tax-adjusting a portfolio works in practice. (standarddeviationspod.com) Frazer Rice talks with Brent Nelson about his experience with the Wealth and Law podcast.

Wealth Management 234

Wealth Management Estate Planning Taxes Valuation 234

The Big Picture

DECEMBER 23, 2023

His Monthly Chart Portfolio of Global Markets and Market Analysis Commentary are both widely read among professional traders. He also explains how advisors and brokers at Merrill use his work, and how he has learned about sentiment and retail investors from Merrill’s vast sales force.

Retail 186

Retail Financial Market Banking Portfolio 186

Abnormal Returns

MARCH 3, 2023

ft.com) Strategy When does it make sense to take on duration in your bond portfolio? home-sale price declined 0.6% (wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data. awealthofcommonsense.com) Index funds have two major advantages. shareholder letter.

Financial Advising 209

Financial Advising Retail Media Portfolio 209

Abnormal Returns

JUNE 18, 2023

humbledollar.com) Can you make your portfolio too simple? newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (rationalwalk.com) On the danger of getting addicted to 'dry powder.' fortunesandfrictions.com) Just about everything works against good investor behavior. insidehook.com)

Financial Advising 240

Financial Advising Media Government Taxes 240

Abnormal Returns

SEPTEMBER 13, 2022

mailchi.mp) Death increases the sales of published authors. libertystreeteconomics.newyorkfed.org) Fed officials don't generate alpha in their own portfolios. (investmentnews.com) MBA career choices follow trends. papers.ssrn.com) The Fed Is the Treasury market becoming more fragile?

Portfolio 130

Portfolio Sales Marketing Marketing 130

Workable Wealth

SEPTEMBER 30, 2020

Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio. What is your portfolio? Breaking Down a Portfolio. A portfolio is the place where you house and manage your investments. What is it made of and how can you customize it to fit your needs?

Portfolio 52

Portfolio Investing Investments Government 52

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 232

Communication Portfolio Management Clients Tax Planning 232

Wealth Management

MARCH 7, 2023

Realty Income agreed to buy a portfolio of more than 400 convenience stores across the U.S. in a sale-leaseback transaction, reports Commercial Property Executive. Real Insights forecasts some challenges for commercial real estate investors in 2023. These are among today’s must reads from around the commercial real estate industry.

Portfolio 109

Portfolio Sales 109

Abnormal Returns

AUGUST 3, 2023

etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. epsilontheory.com) Economy Heavy truck sales are at a record high in the U.S. (advisorperspectives.com) Managed futures are struggling to keep up YTD. capitalallocators.com) Strategy Market regimes change, whether you like it or not.

Financial Advising 215

Financial Advising Portfolio Management Economy Media 215