Posts filed under “Asset Allocation”

Successful Investors *Adapt (*or go Extinct)

Dave Nadig of ETF.com has some very kind things to say about our latest project:

“Right now, on our home page, we have evidence of what I think is the most important trend we’re seeing in financial services. It’s not a product launch, or a clever structure or a brilliant way to make money now.

It’s Josh Brown and Barry Ritholtz launching a boutique robo advisor.

It’s not because Brown and Ritholtz are two of the smartest guys in the business (they are), or that they’re masters of new technologies and social media (they are) or even that they’re conservative, ETF-centric wealth managers (they are).

It’s because they’re the way the successful financial advisor of the future adapts.

There is lots of wisdom behind recognizing the significance of that one small word: Adapt.

That is a key insight into our so-called “secret.” The world is constantly changing, and whether its blogging or Twitter or automated software driven planning & management, being able to adapt to change is crucial:

-Investors had to adapt to the Fed’s program of QE.
-Traders have to recognize the latest research on psychology
-Money managers need to recognize the impact of HFT
-Regulators need to understand how rapidly the world is changing
-Politicians need to adapt their outmoded ideologies
-Investors now have to adapt to the end of the Fed’s program of QE.

It doesn’t matter if you are a Finch on the Galapagos Islands, or a broker-dealer, adaptation remains the key determiner as to whether you will survive or go extinct.

 

 

Source:
Secret Tool For Today’s Financial Advisors
Dave Nadig
ETF.com October 08, 2014
http://www.etf.com/sections/blog/23499-secret-tool-for-todays-financial-advisors.html

Category: Apprenticed Investor, Asset Allocation, Investing

RWM is Coming to Wash, D.C. Next Week

A quick reminder that later this month, we have only a few slots left to meet with me and our the head of Financial Planning group when we will be visit with clients and prospective clients in the Washington, D.C. area on October 15h and 16th.

For those of you who are familiar with our investing philosophy, it is an opportunity to have a more in depth, personal conversation about your personal financial circumstances. For those of you who want to get the news straight from the horse’s mouth, come hear what I have to say on markets, the economy, and investing. (For a flavor of the conversation, check out the audio of our last quarterly conference call is below).

If you are interested in discussing about your personal financial circumstances, meeting with us, or simply hearing our views, give us a call or email.

Send email to Info -at- RitholtzWealth -dot- com, with the subject “DC Trip.”

Or call 212-455-9122 and ask for Erika.

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Our last quarterly conference call is after the jump.

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Category: Asset Allocation, Investing

Reminder: We’re coming to D.C. October 15-16th

A quick reminder that later this month, myself and some staffers will be visiting clients and prospective clients in the Washington, D.C. area. Some of you are familiar with our investing philosophy, but this is an opportunity to have a more in depth, personal conversation. If you are interested in meeting with us, hearing our…Read More

Category: Asset Allocation, Investing

Why Hedge?

The news last Monday was a shock — the Calpers California earthquake. For a variety of reasons, the California Public Employee’s Retirement System, the nation’s largest public-pension fund, said it was dropping hedge funds from its roster of investment allocations. This tremor will be felt far and wide. We are unlikely to know the full…Read More

Category: Asset Allocation, Hedge Funds, Investing

California Teachers takes Harvard to School

For a long time, the fund managers at Yale’s endowment were the industry’s gold standard. Inevitably, as in so many things Ivy, this was noticed by rival Harvard. The so-called Yale Model, developed by David Swensen and his colleague Dean Takahashi, was rich with alternative investments, private equity, commodities and real estate and other items…Read More

Category: Asset Allocation, Investing, Really, really bad calls, Wages & Income

Coming to D.C. October 15-16th

  Next month, myself and some staffers will be visiting a few clients and prospective clients in the Washington, D.C. area. Many of you are familiar with my investing philosophy, but this is an opportunity to have a more in depth and personal conversation. If you are interested in meeting with us, hearing our views on the…Read More

Category: Asset Allocation, Investing

Time — Not Timing — is Key to Investing Success

> My Sunday Washington Post Business Section column is out. As a follow up to our previous discussion of the World’s Greatest Trader®, this  morning, we look at the Worlds Greatest (and Worst) Market Timer®. As we did last time out, we assumed magical powers for our theoretical trader, giving him the ability to bottom…Read More

Category: Apprenticed Investor, Asset Allocation, Investing

Annual Asset Class Returns

Source: Novel Investor   Have a look a the chart above (click on the chart for a larger interactive version). This chart ranks the past 15 years of returns for eight major asset classes (large-cap stocks, small-cap stocks, developed-market stocks, emerging-market stocks, real estate investment trusts, high-grade bonds, high-yield bonds and cash). We can divide…Read More

Category: Asset Allocation, Data Analysis, Investing

30 Most Influential People in Finance & Wealth

Posted without comment Source: April Rudin, HuffPo

Category: Asset Allocation, Digital Media

Where Did All of the Volume Go?

Source: BCA   Today’s chart comes to us from Chen Zhao of the Bank Credit Analyst, who writes in a research report: The financial services industry have (sic) begun to feel the pinch of the fallout from low volatility and zero interest rates. The average return delivered by hedge funds has fallen sharply since the…Read More

Category: Asset Allocation, Bailouts, Trading