*New* White Paper – All Duration Investing
Pragmatic Capitalism
AUGUST 16, 2022
I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ].
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Pragmatic Capitalism
AUGUST 16, 2022
I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ].
Pragmatic Capitalism
SEPTEMBER 19, 2022
I’m excited to share a new research paper with you all. It’s the first one I’ve published in 6 years and it’s one of the few things I’ve written that [ … ]
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Advisor Perspectives
MAY 10, 2023
In a new white paper, Victoria Courmes , Riti Samanta and Mina Tomovska of GMO discuss how higher yields and similar defensiveness are a compelling combination in favor of high-quality local currency EM debt.
Abnormal Returns
FEBRUARY 6, 2024
mathinvestor.org) A round-up of recent research white papers including 'Long-Term Private Equity Performance: 2000 to 2023.' Quant Academic research can inform, but saying it 'proves' something stretches credulity. morningstar.com) There are more problems in academic finance than just p-hacking.
Abnormal Returns
NOVEMBER 7, 2023
mrzepczynski.blogspot.com) A round-up of recent white papers including 'Japan: The Land of the Rising Profits.' (alphaarchitect.com) Poor ESG scores don't prevent new share issuance. papers.ssrn.com) Quant stuff Research shouldn't happen in a vacuum. bpsandpieces.com) Research Why diversification matters when returns are so skewed.
Abnormal Returns
OCTOBER 3, 2023
institutionalinvestor.com) A round-up of recent white papers including 'Bonds: Shaken, but Not Stirred.' (morganstanley.com) On the relationship between ESG scores and stock risk. papers.ssrn.com) Some evidence that Morningstar ($MORN) analyst ratings affect fund flows. bpsandpieces.com)
Abnormal Returns
JANUARY 10, 2023
intrinsicinvesting.com) A round-up of recent white papers including 'The Value Opportunity Updated.' (blogs.cfainstitute.org) How pervasive is corporate fraud? link.springer.com) How can investors identify management integrity? bpsandpieces.com) The problem with point forecasts. sarem-seitz.com).
Abnormal Returns
NOVEMBER 29, 2022
klementoninvesting.substack.com) A round-up of recent white papers including 'History Lessons: How “Transitory” Is Inflation?' (advisorperspectives.com) What 200 years of news-based economic sentiment tells us. papers.ssrn.com) Has the stock market become less discerning about company earnings? bpsandpieces.com).
Abnormal Returns
FEBRUARY 7, 2023
priceactionlab.com) A review of January's best white papers including 'Should quantitative investors embrace machine learning techniques?' Quant stuff The problem with most factor investing research. mathinvestor.org) Markets evolve after anomalies are identified. blog.quantinsti.com) The best free (and paid) stock research tools.
Nerd's Eye View
JANUARY 10, 2023
What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)
Wealth Management
MAY 17, 2023
Morgan Wealth Management white paper provides tips on how to navigate them. A recent J.P.
Advisor Perspectives
DECEMBER 1, 2023
If that’s what you’re looking for, this white paper explains it all from a top-down view. As the numbers keep rising, so do the number of business models and technologies that help advisors build a practice exactly as they imagined.
NAIFA Advisor Today
JANUARY 18, 2024
The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.
Million Dollar Round Table (MDRT)
DECEMBER 12, 2023
The nine-year MDRT member from Ingersoll, Ontario, Canada, prompted the AI chatbot to write a table of contents for a marketing white paper to share with clients. For Jonathan Peter Kestle, CLU, B Com , ChatGPT is like a college intern who majors in English.
Investment Writing
OCTOBER 4, 2022
Have you ever struggled to generate topics for your blog posts, white papers, and other publications? Have you ever gone off on a tangent in a white paper or blog post, only to realize that you need to cut that idea to keep your publication focused? You are not alone. I have some solutions to help you brainstorm.
Advisor Perspectives
MAY 16, 2023
for a decade, and in a new white paper, GMO’s James Montier examines why that has been the case, ultimately finding the culprit in fiscal deficits. Profit margins have remained elevated in the U.S.
Advisor Perspectives
JANUARY 1, 2023
This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms. Switching broker-dealers/RIAs is a monumental decision for financial advisors.
Discipline Funds
SEPTEMBER 19, 2023
We’ve been implementing the Defined Duration strategy in real-time for over a year now and the feedback has been tremendously positive (updated white paper is here ). We hope you enjoy the paper and as always, feel free to reach out with any questions or comments.
Advisor Perspectives
NOVEMBER 29, 2022
This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms. Switching broker-dealers/RIAs is a monumental decision for financial advisors.
Advisor Perspectives
DECEMBER 12, 2022
After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen. When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it.
SEI
SEPTEMBER 8, 2022
A bright yellow paper airplane bisects a circle of white paper airplanes on a blue background representing data flow. CTA IAS Growthlab subscribe. Thu, 09/08/2022 - 18:12. Include Image (left or right). Data_Flow_paper_airplanes.jpg. Receive practice management alerts from the Growth Lab. Get the latest updates.
Inside Information
DECEMBER 26, 2023
He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This white paper is an echo of Hurley’s original forecasts. Which means?
Random Roger's Retirement Planning
JUNE 17, 2023
Meb Faber posted a short white paper titled What Is The Safest Investment Asset ? The white paper plays with the following mixes of GAA and T-bills. This will be fun. The table assumes 2.94% annualized inflation to yield the following real returns.
Steve Sanduski
JANUARY 16, 2024
In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside.
Nationwide Financial
OCTOBER 20, 2022
Share our recently updated white paper on Investing in a highly politicized climate to help them tune out the noise and avoid making emotional decisions with their investments. Keep your clients focused on their long-term goals throughout this election cycle.
Nationwide Financial
APRIL 6, 2023
As I write in our latest white paper , investors might no longer need to look for riskier investments to achieve their target returns. In fact, after a rough 2022, where the bond market plummeted and coupon income failed to offset the price drops, yields in fixed income are above dividend yields for the first time in years.
Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.
Indigo Marketing Agency
MAY 10, 2023
This could be giving them a white paper or inviting them to your webinar. So when you’re sending messages out, Samantha suggests giving away something for free—that little nugget—and Dasarte says to be personal in the messages you’re sending out on LinkedIn. Provide value. Don’t just connect. Then provide that value.
Nationwide Financial
SEPTEMBER 30, 2022
Share these insights from our updated white paper on the influence of news headlines to help clients stay focused during this midterm election cycle. This is a good opportunity for financial professionals to help clients temper their emotions when making important financial decisions and keep their focus on their long-term goals.
Indigo Marketing Agency
MAY 31, 2023
To build an audience, Dasarte Yarnway suggests reaching out to potential clients via LinkedIn messages for white papers and webinars. Although many advisors prefer in-person events to virtual , webinars are one of the best lead generation strategies. It’s important to know who you are trying to talk to and where they are hanging out.
Discipline Funds
FEBRUARY 21, 2023
Read the All Duration Investing white paper here. All Duration Investing is a common sense approach to asset allocation using a dynamic asset allocation with a financial planning based foundation.
Sara Grillo
FEBRUARY 2, 2024
Together you create a “First Time Burlington Home Buyer Toolkit” white paper, that you disseminate to local young professional groups in Burlington County and distribute on social media. Maybe even host a talk at a few libraries in Burlington County.
Zoe Financial
DECEMBER 12, 2023
We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. The move towards passive continues and is one of those things I don’t see why it would stop anytime soon. It’s crazy, considering how big the passive market is now versus a decade ago. Definitely worth a read.
eMoney Advisor
JANUARY 31, 2023
We now have a marketing director who is responsible for creating new content that will deepen the webinar experience by offering additional assets like blog articles and white papers to supplement our presentations. We engage with our clients every day on what matters to them.
Discipline Funds
FEBRUARY 17, 2023
Read our white paper on Countercyclical Indexing here. * It can be low fee, tax efficient and just as passive as other traditional indexing strategies. The strategy optimizes for behavioral alpha instead of market alpha thereby creating a portfolio you’re more likely to stick with even in tough times.
Random Roger's Retirement Planning
JUNE 27, 2022
According to this white paper from ReSolve and Newfound, it does. Back to the white paper linked above from ReSolve and Newfound who built a return stack portfolio that is far more sophisticated than my examples. Does it do what it's supposed to?
Walkner Condon Financial Advisors
AUGUST 13, 2022
For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Some 401(k) plans will offer the ability to take a loan from the account and pay it back, with interest. IRAs do not allow this.
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession.
FMG
JULY 13, 2023
On the financial advisor landing page of Simon Quick Advisors , they have included white papers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.
Discipline Funds
DECEMBER 28, 2022
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free.
ClearMoney
DECEMBER 14, 2021
3Robert Novy-Marx, “Understanding Defensive Equity” (working paper No. 7Dave Plecha and Jacobo Rodriguez, “A Market-Driven Approach to Fixed Income” (white paper, Dimensional Fund Advisors, June 2016). 8Doug Longo, “The Dimensional Approach to Monitoring Credit Risk” (white paper, Dimensional Fund Advisors, March 2020).
Midstream Marketing
FEBRUARY 19, 2021
This will be true whether you’re advertising your next webinar, promoting a new white paper you’ve written or working with some other type of lead magnet altogether. Keep in mind, however, that to properly build your financial advisor Facebook Pixel it takes at least 50 leads, but really 200 is better.
Nationwide Financial
NOVEMBER 15, 2022
For more information on the long-term care discussion, you can read our white paper here. Let your clients know what a great opportunity the holidays can provide in having a LTC conversation with family—whether with their parents or adult children.
Tucker Advisors
SEPTEMBER 27, 2021
Notes: For more information about the insurance industry or to receive a downloadable white paper on addressing indexed annuity concerns , email Kyle.Savner@TuckerAdvisors.com or Jason.Demers@TuckerAdvisors.com. For more information on indexed annuities and an exclusive interview with Tucker Financial’s Darren Petty, click here.
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