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Portfolio Construction Remains The Dominant Determinant Of Long-Term Investment Outcomes

Portfolio construction remains the dominant determinant of long-term investment outcomes, even as markets evolve and macroeconomic conditions grow more complex. For wealth advisors and RIAs, this reinforces a foundational truth: strategic asset allocation—not security selection or tactical market timing—continues to explain the vast majority of portfolio return variability over time.

Featured

The Foundational Issue Of AI That Often Goes Unaddressed

Private banks, RIAs, and family offices are accelerating their investment in artificial intelligence, but many continue to overlook a structural constraint that will ultimately determine its effectiveness: fragmented, inconsistently define

Americans Close To Retirement Are Saving For Later, But They're Worried About Getting By Right Now

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'The End Of The Road': Market Heavyweights Michael Burry And Jeff Gundlach Eye Trouble Ahead For Private Credit

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Economy

Inflation Fears Ease (for Some) Amid a Murkier Market Outlook

Some analysts argue inflation has peaked, and should soon return to an average annual rate, others are focused on wage pressure and labor competition.

Crypto4Advisors

If You Don’t Understand Bitcoin, You’re Too Old”: Billionaire Leon Cooperman Recommends Being “Extremely Careful” When Dealing With Cryptocurrencies

The CEO of hedge fund Omega Advisors urges those who know little or nothing about cryptocurrency to invest in gold.

Portfolio Construction

Bill Gross: Cash is Trash, But So are Long-term Bond Funds

Bill Gross still has a lot to say, and he isn’t holding back. Recently, he shared his latest market commentary.

TAMPs

AssetMark: You Are Your Clients' Personal Tech Support

As someone who has run a lot of virtual meetings in the past year, I have to agree with the simple pragmatic truth of this. You run a lot of meetings.

Portfolio Construction Remains The Dominant Determinant Of Long-Term Investment Outcomes

Featured

The Foundational Issue Of AI That Often Goes Unaddressed

Americans Close To Retirement Are Saving For Later, But They're Worried About Getting By Right Now

'The End Of The Road': Market Heavyweights Michael Burry And Jeff Gundlach Eye Trouble Ahead For Private Credit

Recent

Inflation Fears Ease (for Some) Amid a Murkier Market Outlook

If You Don’t Understand Bitcoin, You’re Too Old”: Billionaire Leon Cooperman Recommends Being “Extremely Careful” When Dealing With Cryptocurrencies

Bill Gross: Cash is Trash, But So are Long-term Bond Funds

AssetMark: You Are Your Clients' Personal Tech Support

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The New York Times May Have Found Bitcoin Founder Satoshi Nakamoto. Here's What You Need To Know.