The Big Picture

OCTOBER 5, 2023

Sure, they brought some personal baggage to the criticisms (some heavier than others), but so do the rest of us. But I believe that full disclosure is the best policy, and so if you listen to our conversation, you have an informed sense of my perspective. I share those anecdotes so you know the biases I bring to this.

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The Big Picture

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. I’m Barry Ritholtz, and on today’s edition of At The Money, we’re going to discuss using direct indexing to maximize your after tax net. So what they did was they brought the position to us. Equity returns.

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Alpha Architect

DECEMBER 30, 2022

What does their past performance tell us about their future expected returns? We begin by looking at what economic theory tells us our expectations should be. Please read the Alpha Architect disclosures at your convenience. Important questions for investors are: What are the expected returns to green stocks?

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Alpha Architect

DECEMBER 29, 2023

The world is complex and ever-changing; news travels at warp speed, events happen fast, and popular narratives can distract and mislead us. Please read the Alpha Architect disclosures at your convenience. Other risks can hide in plain sight. In short: we need informed creativity, not calculation.

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Norman Marks

DECEMBER 11, 2023

The US Securities and Exchange Commission has been more visible recently in challenging and even charging companies for errors in the disclosures they have included in filings and other reports to shareholders.

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The Irrelevant Investor

DECEMBER 4, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets.

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A Wealth of Common Sense

DECEMBER 5, 2022

Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private Wealth strategies and here for disclosure information On today’s show, we are joined by Bob Long, CEO of StepStone Private Wealth to give us an update on all things Private markets.

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Truemind Capital

FEBRUARY 8, 2024

I believe some regulatory framework should be in place to ensure proper disclosures and some degree of accountability. You can write to us at connect@truemindcapital.com or call us at 9999505324. After all, with great power (to influence), comes great responsibility.

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Alpha Architect

AUGUST 3, 2022

When history tells us that incorporating commodities into a portfolio probably makes sense from a diversification standpoint. Please read the Alpha Architect disclosures at your convenience. The recent past has arguably made investors complacent in their reliance on a stock/bond portfolio as an end-all-be-all solution.

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Norman Marks

SEPTEMBER 14, 2023

A couple of new pieces provide some interesting insights into cyber risk and the effect of the new SEC cyber disclosure rules. Matt Kelly, formerly of Compliance Week and now the editor of Radical Compliance, shares the news with us each week. One topic he covered at the end of August was A Look at […]

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Zoe Financial

APRIL 22, 2024

Telling us that treasury investors are expecting 2 years from now for interest rates to be closer to 5% rather than 4.3%. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. It is now expected that interest rates stay higher for longer. The Treasury yield has gone from 4.3% Why the repricing?

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Alpha Architect

AUGUST 25, 2022

This discount varies, however, by sector and trends differently in Europe than in the US. Please read the Alpha Architect disclosures at your convenience. We find that there is a widespread price-earnings discount linked to corporate carbon emissions.

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Alpha Architect

JULY 28, 2022

The sheer magnitude of these excess returns (5% in annual terms) leads us to conclude that short-term price pressure can not be the only explanation for our results, the excluded firms expected returns must be higher in the longer term. Please read the Alpha Architect disclosures at your convenience.

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Sara Grillo

OCTOBER 31, 2022

Where to find a financial advisor’s Form ADV: You can access the IAPD, or Investment Adviser Public Disclosure directory, by visiting www.sec.gov and scrolling down. 1 Disclosures. Scroll down and look for any disclosures. If they have no disclosures, you’ll see a green box with the number zero on the far left.

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The Big Picture

FEBRUARY 14, 2024

February 14, 2024) What does history tell us about how war impacts the stock market? Can these patterns inform us of future bull market behavior? To help us unpack all of this and what it means for your investments, let’s bring in Jeff Hirsch. The US government. All the rest of us did.

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Alpha Architect

AUGUST 26, 2022

For example, if an advisor has been running the "ACME US Dividend Strategy" for 20 years, and this same advisor launches the "ACME US Dividend ETF" with the same investment process and investment objective, it doesn't take a rocket surgeon (or a brain scientist) to figure out that the ETF is probably a more tax-efficient version of the old strategy.

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James Hendries

DECEMBER 13, 2022

Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. IMPORTANT DISCLOSURES. Please read the full OUTLOOK 2023: Finding Balance publication for additional description and disclosure. View the Digital Version.

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Zoe Financial

APRIL 8, 2024

Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. In contrast, the ISM Service Report came in a little bit worse than expected. Stay tuned for next week.

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Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

JANUARY 17, 2024

In 2023, Zoe Financial continued to push boundaries, introducing The Zoe Wealth Platform , allowing us to provide a truly end-to-end digital experience. Find more information on NerdWallet Awards, and additional disclosures at [link] **NerdWallet (Nasdaq: NRDS) is on a mission to provide clarity for all of life’s financial decisions.

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Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

MARCH 4, 2024

Coming up next week: Going forward in March the Fed will tell us how they see interest rates going. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

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Brown Advisory

SEPTEMBER 22, 2022

Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories. Please see the end of this presentation for important disclosures.

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Zoe Financial

SEPTEMBER 25, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

FEBRUARY 5, 2024

What caught the market by surprise: The Fed gave us insight on lowering interest rates coming later in the year. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Stock Market Updates: The S&P 500 was up 1.4% for the week. There was a lot of volatility within the week.

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Zoe Financial

MARCH 18, 2024

Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Equity market is on hold until this upcoming week. FOMC meeting Wednesday. Stay tuned for next week.

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Zoe Financial

OCTOBER 2, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

MAY 1, 2023

Stay tuned for data on this week, next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Zoe Financial

SEPTEMBER 11, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

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Brown Advisory

AUGUST 4, 2020

Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories. Please see the end of this presentation for important disclosures.

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Brown Advisory

AUGUST 4, 2020

Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories. Please see the end of this presentation for important disclosures. Key Takeaways.

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Investing Caffeine

NOVEMBER 1, 2022

So, perhaps, the end of the world is not upon us, and the sentiment is shifting from “Armageddon” to “time to get in!” This move should get us much closer to a Fed “pause” or “pivot”, which could soon turn the perception of a half-empty economic glass into a half-full one? Please read disclosure language on IC Contact page.

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Zoe Financial

DECEMBER 4, 2023

Stay tuned for next week. – Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. Year-over-year is down to 3.5%. Ready to Grow Your Wealth?

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James Hendries

JULY 13, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. Turbulence cannot be avoided, but it also need not deter us from making progress toward our financial goals. GENERAL RISK DISCLOSURES.

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Zoe Financial

MARCH 11, 2024

Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. As wage growth comes down, inflation cools down. Coming up next week: CPI Inflation for February.

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Brown Advisory

JULY 24, 2019

Brown Advisory’s 2019 PRI Assessment Report ajackson Wed, 07/24/2019 - 10:04 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory.

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Brown Advisory

JULY 24, 2019

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. 2019 PRI Assessment Report for Brown Advisory: Summary Scorecard. Source: UNPRI. . . . .

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