Abnormal Returns

NOVEMBER 6, 2023

quantifiableedges.com) Strategy Failure is inevitable when it comes to investing. wsj.com) How the residential real estate brokerage business will change, post-verdict. (tker.co) By these measures, small cap stocks are cheap. morningstar.com) What happens historically after a Zweig Breadth Thrust? nytimes.com)

Financial Advising 232

Financial Advising Media Economy Economics 232

Wealth Management

DECEMBER 5, 2023

Insights from Ellen Hall the head of direct real estate at Fidelity Investments on core strategies, diversification, and identifying value in today's commercial real estate market.

Investing 103

Investing Investments Marketing Marketing 103

The Big Picture

DECEMBER 3, 2022

Before joining Global X, which has $42 billion in assets under management, Berruga was an investment banker at Jefferies. Berruga explains how the firm’s deep research bench allows them to test new ideas and their investment strategies for investment performance, liquidity, and conviction.

Portfolio 192

Portfolio Investing Investments Assets 192

Abnormal Returns

SEPTEMBER 8, 2023

pod.link) Adam Ashton talks with Tyler Cowen about real-world economics. joincolossus.com) Finance Patrick O'Shaughnessy talks multi-strategy hedge funds with Will England who is the CEO and Co-CIO of Walleye Capital. tim.blog) Barry Ritholtz talks residential real estate with Jonathan Miller, founder and CEO of Miller Samuel.

Economics 254

Economics Economy Assets Investing 254

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs. Read More.

Financial Advisor 201

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 201

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 94

Taxes Investing Investments CFP 94

Abnormal Returns

APRIL 19, 2023

Strategy Five real investing lessons from Warren Buffett's career. semafor.com) How exposed are regional banks to problematic commercial real estate loans? realreturns.blog) The 60/40 portfolio never went away. ritholtz.com) Is gold worth the headache? savantwealth.com) Know what you own.

Financial Advising 203

Financial Advising Startup Banking Media 203

Abnormal Returns

AUGUST 2, 2023

Podcasts Douglas Boneparth and Morgan Housel talk with Ben Carlson about why doing nothing can often be the best strategy. podcasts.apple.com) Christine Benz and Jeff Ptak talk real estate with Ilyce Glink. humbledollar.com) Investing Are younger investors too conservative?

Retirement 215

Retirement Taxes Investing Investments 215

Abnormal Returns

FEBRUARY 14, 2024

Strategy Alternatives managers want in on the defined contribution space. riaintel.com) Do you really need a separate allocation to real estate in your portfolio? abnormalreturns.com) There is no holy grail in investing. morningstar.com) Growth in ETFs are a boon to Jane Street.

Economics 161

Economics Financial Advising Insurance Media 161

Wealth Management

SEPTEMBER 8, 2023

RIAs using the platform will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and infrastructure investments for high-net-worth and ultra-high-net-worth clients.

Investing 121

Investing Investments Clients 121

Wealth Management

OCTOBER 26, 2023

The Wall Street Journal looked at the growth of the data center segment as an investment strategy. These are among the must reads from the real estate investment world to wrap up the week.

Investing 108

Investing Investments 108

Abnormal Returns

JULY 31, 2022

Top clicks this week Why wealthy investors love real estate so much. ofdollarsanddata.com) Home renovations are not a great investment. humbledollar.com) Stop chasing some 'holy grail' investing strategy. klementoninvesting.substack.com) Six things to do with your money in your 30's.

Investing 162

Investing Investments Marketing Marketing 162

Abnormal Returns

JULY 17, 2023

bloomberg.com) Strategy How to get rich in the markets, ranked from hard to easy. ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." thestreamable.com) ARK Invest ARK Innovation ETF ($ARKK) AUM is down two thirds from the peak. Then check out our weekly e-mail newsletter.

Financial Advising 226

Financial Advising Media Economics Investing 226

WiserAdvisor

MARCH 13, 2024

Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Abnormal Returns

APRIL 20, 2023

disciplinefunds.com) Strategy Don't use inflation as an excuse not to invest. theinformation.com) Finance Direct investing seems easy. thebasispoint.com) There are two real estate agents for every home sale. nextbigideaclub.com) Every startup needs an AI strategy. tomtunguz.com)

Financial Advising 225

Financial Advising Startup Media Portfolio 225

The Big Picture

JANUARY 13, 2024

The Ringer ) Be sure to check out our Masters in Business next week with Cathy Marcus , co-CEO, global COO of PGIM Real Estate. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally.

Portfolio Management 150

Portfolio Management Economy Economics Portfolio 150

Wealth Management

JULY 21, 2023

This exclusive report, based on a survey of advisors and commercial real estate professionals, highlights the changing landscape of HNWI allocations to real estate and provides a deep understanding of current investment strategies.

Investing 98

Investing Investments 98

Integrity Financial Planning

AUGUST 16, 2023

At the most basic level, a real estate investment trust is a company that owns, operates, or finances income-generating real estate. [1] 1] They allow people to invest in a trust that then purchases a direct ownership stake in real estate properties. But are they right for you?

Investing 96

Investing Investments Financial Advisor Healthcare 96

NAIFA Advisor Today

APRIL 12, 2024

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.

Estate Planning 52

Estate Planning Planning Financial Planning Assets 52

The Big Picture

AUGUST 8, 2022

My back-to-work morning train WFH reads: • The Metaverse Real Estate Boom Turns Into a Bust : The metaverse is in the midst of a real estate meltdown. Sales volumes and average prices for virtual land have plunged this year, part of a broader slide in crypto and non-fungible token prices. The Information ). •

Economics 289

Economics Economy Sales Banking 289

Abnormal Returns

JULY 25, 2023

fortunesandfrictions.com) Strategy Why you should keep in mind the 'return on hassle' when it comes to your investments. ofdollarsanddata.com) Why people underperform their own investments. vox.com) Weight discrimination is real. drorpoleg.com) Offices are only a part of the commercial real estate universe.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Wealth Management

JANUARY 18, 2023

and its partners promotes the strategy of having individual portfolios for each property type within each city to allow investors to make independent real estate investment decisions. New research by Archer.re

Investing 108

Investing Investments Portfolio Marketing 108

Integrity Financial Planning

MARCH 1, 2023

You may be surprised to learn how important your tax strategy is when it comes to real estate investments. Finally, Brian answers a question from the mailbag about who to turn to when it comes to advice regarding investments, taxes, and legal documents.

Taxes 52

Taxes Financial Planner Financial Planning Assets 52

Abnormal Returns

JANUARY 3, 2023

albertbridgecapital.com) Strategy Don't let the turn of the calendar overly influence your thinking. investment in semiconductor manufacturing can only do so much. ft.com) Fund management The University of California system is investing $4 billion into the Blackstone ($BLK) Real Estate Income Trust. axios.com) U.S.

Startup 204

Startup Valuation Financial Advising Distribution 204

Wealth Management

DECEMBER 20, 2022

Principal Asset Management’s Indy Karlekar outlines the firm’s real estate investment strategies for 2023.

Investing 112

Investing Investments Assets 112

WiserAdvisor

MARCH 19, 2024

You may wonder how the rich keep their money and where they invest for high returns. While the lifestyles of the rich may appear out of reach for many, the strategies they employ to invest their money for high returns are often accessible to anyone willing to follow in their footsteps. How are the wealthy investing their money?

Investing 59

Investing Investments Financial Advisor Taxes 59

Nerd's Eye View

FEBRUARY 17, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.

Financial Planner 203

Financial Planner Fiduciary Duty Retirement Planning Compliance 203

The Big Picture

MAY 5, 2023

Both financial theory and common sense favor international diversification, which is buttressed by empirical evidence that is very supportive at longer horizons and for active strategies. Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Startup 359

Startup Wealth Management Assets Valuation 359

The Big Picture

MARCH 9, 2023

She points to studies that show that male-dominated hedge funds represent a missed opportunity to generate more alpha — it’s simply a poor investment strategy. In this space, Hedge funds lag finance, which in turn lags the broader economy.

Wealth Management 150

Wealth Management Management Engineering Investing 150

The Irrelevant Investor

MAY 16, 2023

Today’s Animal Spirits is brought to you by Global X ETFs: See here for more information on Global X ETFs suite of thematic strategies On today’s show, we discuss: Real estates lead as best investment shrinks, gold rises Investors are nervous – and that could support stocks There is nothing typical for stocks when the Fed stops raising rates (..)

Investing 98

Investing Investments 98

Wealth Management

JUNE 22, 2023

This exclusive report, based on a survey of advisors and commercial real estate professionals, highlights the changing landscape of HNWI allocations to real estate and provides a deep understanding of current investment strategies.

Investing 57

Investing Investments 57

Advisor Perspectives

JANUARY 16, 2024

As we look ahead to the rest of 2024, we’ll explore one strategy that may help advisors weather the storm – real assets. My guest today, Christopher Huemmer, senior client portfolio manager at FlexShares Exchange Traded Funds, will offer insights into how to invest in real assets and ways to get exposure with ETFs.

Assets 59

Assets Portfolio Management Portfolio Economics 59

The Big Picture

JANUARY 14, 2024

Clearer Thinking ) Be sure to check out our Masters in Business next week with Cathy Marcus , co-CEO, global COO of PGIM Real Estate. She develops and leads the company’s global strategy, and is responsible for overseeing business and investment operations globally.

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Good Financial Cents

DECEMBER 22, 2022

You’ll be rewarded if you can invest it for the long haul. As this compound interest calculator demonstrates, investing $30,000 at a return of 8% for 20 years will leave you with $138,828. But where should you invest your $30,000? Table of Contents 16 Best Ways to Invest $30,000 in 2023. Invest in ETFs.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Good Financial Cents

JULY 13, 2022

If you have been wondering what it means to invest in digital real estate, you’ll have to start thinking in terms of our virtual world. In the rapidly evolving world of cyberspace, digital real estate is akin to a virtual parcel of land. Digital Real Estate vs. Online Real Estate Investing.

Investing 78

Investing Investments Accounting Media 78

A Wealth of Common Sense

MAY 17, 2023

Today’s Animal Spirits is brought to you by Global X ETFs: See here for more information on Global X ETFs suite of thematic strategies On today’s show, we discuss: Real estates lead as best investment shrinks, gold rises Investors are nervous – and that could support stocks There is nothing typical for stocks when the Fed stops raising rates (..)

Investing 76

Investing Investments 76

Abnormal Returns

MAY 3, 2023

wsj.com) Finance Real estate technology startups are feeling the pain of the VC and CRE cycle. abnormalreturns.com) Research links: effective ETF strategies. abnormalreturns.com) A list of the best investing blogs of 2023, including Abnormal Returns. nytimes.com) Detroit is still making bank on big pickups and SUVs.

Financial Advising 130

Financial Advising Startup Economy Banking 130