Abnormal Returns

SEPTEMBER 26, 2023

(integratinginvestor.com) Will music royalties turn out to be a worthy investment? mrzepczynski.blogspot.com) Crypto Binance is in crisis management mode. avc.com) Companies Microsoft ($MSFT) is staring down big costs to use OpenAI models. ft.com) Vanguard is launching two new actively managed bond ETFs.

Asset Allocation 243

Asset Allocation Financial Advising Assets Media 243

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 190

Financial Planner Fiduciary Duty Retirement Planning Compliance 190

The Big Picture

NOVEMBER 20, 2023

Case in point: Wall Street’s ESG Craze Is Fading As the article points out, “investors withdrew more than $14 billion from sustainable funds this year” after weak performance traced in part to higher interest rates.1 Worth mentioning: MSCI notes over $30 trillion is invested globally using ESG strategies. Oct 31, 2023) 4.

Taxes 183

Taxes Portfolio Investing Investments 183

The Big Picture

SEPTEMBER 26, 2022

Don’t fight the Fed used to be a positive slogan. That’s not the case anymore. If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. My back-to-work morning train WFH reads: • What is the Fed Doing? Wall Street Journal ). • Wall Street Journal ). •

Engineering 293

Engineering Economy Manufacturing Retirement 293

Truemind Capital

APRIL 4, 2024

One of the questions that bothers a lot of people is whether they should invest their savings or use them to pay off their outstanding loans. I have encountered a few cases where a significant amount of money was kept in a savings account that was yielding 2.5-3.5% appeared first on Investment Blog.

Investing 52

Investing Investments Insurance Coverage Insurance 52

Abnormal Returns

OCTOBER 1, 2022

The biz Podcasters are not above using tricks to boost downloads. garbageday.email) Business Barry Ritholtz talks with Steve Case about his career at AOL and investing in startups today. bloomberg.com) Why the podcasting world seems so tired these days.

Startup 212

Startup Economy Banking Management 212

Abnormal Returns

JUNE 6, 2023

Markets Managed futures have bounced back after a rough Q1. rcmalternatives.com) Using asset class return forecasts is a bad way to invest. markets.businessinsider.com) Apple What is the use case for the new Apple ($AAPL) Vision Pro? klementoninvesting.substack.com) Are commodities a broken asset class?

Financial Advising 130

Financial Advising Media Economy Assets 130

The Big Picture

SEPTEMBER 18, 2023

TKer ) • Investment Funds Are Now Selling the Rock Songs They Bought : They will even take less than “fair market value” ( Honest Broker ) • Making the Bull Case for India : As host of the G-20 and new maker of Apple iPhones, the country’s promise is compelling.

Startup 130

Startup Government Retirement Investing 130

Random Roger's Retirement Planning

MAY 4, 2024

One of my regular tasks was a quick, monthly call with each fund manager reviewing what happened and maybe getting some sort of forward look from them. One of the funds, Morgan Creek Global Tactical ETF with symbol GTAA, was managed by Mark Yusko who runs Morgan Creek Capital. That term never came up with me but that is what he did.

Portfolio 65

Portfolio Management Taxes Assets 65

Nerd's Eye View

JUNE 7, 2023

All Investment Adviser Representatives (IAR) of registered investment advisory firms are required to file Form U4, a regulatory filing containing public disclosures of certain information about financial professionals.

Compliance 199

Compliance Advertising Media Investing 199

Nerd's Eye View

JULY 6, 2022

In some cases, it is clear to advisors that it would be inappropriate to try to persuade a client to go against their values. a client who is requesting to use Shariah-compliant funds), few advisors are going to try and talk a client out of those beliefs. Advisors in this situation can consider using the lessons of aikido.

Clients 168

Clients Asset Allocation Financial Advisor Portfolio 168

Trade Brains

APRIL 30, 2024

Just within two years of time, Ketan Parekh Scam deceived so many investors as well as banks and the stock market that it became a case study for many these days. This was how he managed to thoroughly understand the inside outs of the stock market trends and the investors’ mindsets. How Ketan Parekh Scam Was Executed ? 750 million.

Marketing 105

Marketing Marketing Banking Management 105

The Chicago Financial Planner

AUGUST 24, 2021

Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate. None the less here are some tips for you to reduce the risk: Use a third-party custodian. There is no investment that is that urgent.

Financial Advisor 191

Financial Advisor Financial Planner Accounting Retirement 191

Nerd's Eye View

AUGUST 22, 2022

And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds. With recent economic changes, though, there are renewed opportunities for advisors to help clients manage their cash more effectively.

Clients 213

Clients Management Accounting Economics 213

Abnormal Returns

APRIL 15, 2023

barrons.com) Energy A Q&A with Robert Zubrin author of "The Case for Nukes: How We Can Beat Global Warming and Create a Free, Open, and Magnificent Future." fasterplease.substack.com) How old EV batteries can be used for solar storage. newscientist.com) How to use Apple's ($AAPL) password manager.

Food 202

Food Medicine Financial Advising Numbers 202

Investment Writing

APRIL 16, 2024

Once you’ve introduced GDP as the abbreviation for gross domestic product, should you only use GDP in your articles or other publications? I also lean toward defining an abbreviation once and then using only the abbreviation. However, in a long piece, I could see redefining the abbreviation after a big gap in its use.

Wealth Management 52

Wealth Management Clients Investing Investments 52

Nerd's Eye View

AUGUST 22, 2022

And this nearness to daily life means that cash - and how it is used - is also often at the forefront of individuals' minds. With recent economic changes, though, there are renewed opportunities for advisors to help clients manage their cash more effectively.

Clients 191

Clients Management Accounting Economics 191

The Big Picture

JANUARY 3, 2024

At The Money: Contrarian Investing. January 3, 2024) Is contrarian investing a solid strategy, or a fool’s errand? Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management We discuss why it is so difficult to fight the crowd, and identify when the crowd is right and when they have gone mad.

Investing 183

Investing Investments Assets Numbers 183

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund : Are you one of those investors looking for options beyond traditional investments like mutual funds, stocks, cash, or bonds? If so, then Alternative Investment Fund (AIF) might be the right investment option for you, as these investment options can offer higher returns compared to traditional investment.

Taxes 64

Taxes Investing Investments Retail 64

The Big Picture

SEPTEMBER 10, 2023

Wall Street Journal ) • Why furniture got so bad : Furniture used to last generations. Los Angeles Times ) • How Texas HOAs Are Keeping Low-Income Renters Out : A state law will prohibit homeowners associations from discriminating against tenants using rental vouchers. Now it barely survives a move. Industry insiders explain.

Ethics 130

Ethics Pharmaceutical Education Media 130

Clever Girl Finance

APRIL 10, 2024

Knowing about their differences and how to use them in your life will help you succeed with money and create a more stable financial situation. The differences between active and passive income streams Expert tip: Diversify your income sources How to use both types of income in your life Is rental income active or passive?

Taxes 75

Taxes Education Assets Investing 75

Random Roger's Retirement Planning

MARCH 29, 2024

RSBT is 100% bonds and 100% managed futures. RSST is 100% equities and 100% managed futures. RSSB is 100% global stocks and 100% US bonds. That 95% invested equals 100% in VBAIX with 5% left over for something. That something could be cash to manage sequence of return risk. Return Stacked currently has three funds.

Portfolio 81

Portfolio Asset Allocation Management Assets 81

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. 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

The Big Picture

DECEMBER 14, 2023

ETFs with Dave Nadig, Financial Futurist for Vetta Fi (December 13, 2023) What’s the best instrument for your investments? On today’s edition of At the Money, Barry Ritholtz speaks to Dave Nadig about the pros and cons of these two investment vehicles. Mutual funds or ETFs? Listen to find out which is right for you.

Taxes 169

Taxes Distribution Accounting Portfolio 169

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

Investing 98

Investing Investments Assets Clients 98

A Wealth of Common Sense

SEPTEMBER 9, 2022

Today’s Talk Your Book is brought to you by IMTC: On today’s show, we spoke with Russell Feldman, CEO of IMTC about revolutionizing the fixed income investment process.

Risk Management 81

Risk Management Management Investing Investments 81

The Irrelevant Investor

SEPTEMBER 9, 2022

Today’s Talk Your Book is brought to you by IMTC: On today’s show, we spoke with Russell Feldman, CEO of IMTC about revolutionizing the fixed income investment process. The post Talk Your Book: Fixing Fixed Income appeared first on The Irrelevant Investor.

Risk Management 82

Risk Management Management Investing Investments 82

Steve Sanduski

OCTOBER 24, 2023

Guest: Andrew Brzezinski , PhD, CFA, Head of Data Strategy, Business Intelligence and Advanced Analytics at Fidelity Investments. On today’s show, Andrew Brzezinski and I discuss generative AI, overcoming the barriers to adopting AI, key risks and ethical considerations, and the future outlook for using AI in an advisory practice.

Ethics 59

Ethics Wealth Management Compliance Financial Advice 59

Investment Writing

FEBRUARY 6, 2024

“Do I need to use the ® mark with my CFP designation”? ” When I was active as a reporter, I never used the ® mark. If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. What is the correct usage for the symbol?

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

Talon Wealth

OCTOBER 26, 2023

That’s why now is the time to save, invest, and prepare for this eventuality. Plan your investments. Once you decide to invest, you must consider where to put your money best. Suppose you significantly reduce your stock investments close to or after retirement. Take advantage of retirement calculators.

Retirement Planning 98

Retirement Planning Retirement Planning Medical 98

Trade Brains

SEPTEMBER 20, 2023

Organic Recycling Systems IPO Review – About The Company Incorporated in 2008, Organic Recycling Systems Limited is an engineering company focused on environmental solutions and provides waste management solutions across waste types and across the value chain. A high ROE suggests a good return on the capital invested by the shareholders.

Engineering 105

Engineering Management Government License 105

Clever Girl Finance

JANUARY 22, 2024

When handled with care and used wisely, receiving a large sum of money provides a great opportunity to improve your financial situation. 10 steps to manage a financial windfall Expert tip: Keep living your life normally Factoring in taxes How do you deal with sudden financial windfall? And use it to benefit your future!

Management 72

Management Certified Financial Planner Financial Planner Consulting 72

Validea

JANUARY 25, 2023

By Justin Carbonneau ( @jjcarbonneau ) — Artificial intelligence and techniques such as machine learning have become more prevalent in investing over the past decade. We’ve had multiple guests on our podcast, Excess Returns, that are using A.I. techniques in their investing process.

Investing 103

Investing Investments Communication Education 103

Random Roger's Retirement Planning

MARCH 22, 2024

I write all the time about managed futures as a diversifier and being able to live with the reality that managed futures will probably struggle when stocks are going up. Stocks are up and so are a lot of the managed futures funds. The fund I use is smack in the middle of the pack. This year is kind of an anomaly so far.

Management 77

Management Portfolio Taxes Marketing 77

Carson Wealth

FEBRUARY 26, 2024

Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. The Bank of America Global Fund Manager Survey (GFS) recently showed overall sentiment at the highest level in two years.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

APRIL 4, 2024

Once cognition or health is impaired, things can become far more difficult for everyone to manage. Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estate planning documents (wills, trusts, etc.) Begin by emphasizing that you are there for them and that you will follow their lead.

Management 137

Management Healthcare Medical Estate Planning 137

Trade Brains

OCTOBER 12, 2023

KPIT Technologies Limited The Company was co-founded in the year 1990 by Ravi Pandit (Chairman), Kishor Patil (CEO and Managing Director), and Sachin Tikekar (President and Joint Managing Director). Lithium-ion batteries cost more as it involves the extraction of material and the use of cobalt to store electricity in Batteries.

Planning 105

Planning Engineering Healthcare Manufacturing 105