Robert Curtiss, CFP®, AIF®, CWS®’s Post

🚨 MARK YOUR CALENDAR! We are hosting our 12th semiannual "Investing Summit" on April 9-11. This free, 3-day, online event attracts tens of thousands of investors from around the globe and features nine actionable, deep dive conversations with some of the world's sharpest investors and strategists. It is hosted by Hedgeye Founder and CEO Keith R. McCullough. See the entire lineup of investing guests and register for FREE ACCESS here: https://lnkd.in/eNJ4CVzh "Establishment financial media continues to fail investors—that’s beyond obvious at this point," explains McCullough. "So, we decided to take matters into our own hands with the Investing Summit. We are in the business of opening people's eyes to a better way to protect and grow their precious capital.” Each conversation during the Hedgeye Investing Summit is available to watch live and on-demand. The discussions are approximately 45 minutes long and explore key market and economic trends and developments which will drive portfolio returns in the weeks and months ahead. The event remains open to the investing public (email registration required). Get FREE ACCESS here: https://lnkd.in/eNJ4CVzh 

David Bahnsen says that alternative investing isn’t just about chasing trends or past performance; it’s a more complex undertaking, heavily dependent on the skill and philosophy of the managers behind the funds. In alternatives, the focus shifts from traditional market risks to unique, idiosyncratic risks where managerial expertise is critical. It’s important to select managers who not only have a proven track record but whose investment philosophies align with our own strategic goals. It demands rigorous due diligence and a deep dive into the complexities of each investment opportunity. This approach underscores the importance of a hands-on, informed investment strategy, tailored to individual needs and balanced against potential risks. How do you approach alternative investments? What criteria do you prioritize in selecting your investment partners? If you are interested in these topics, I invite you to read my letters and join the conversation. You can subscribe to my free weekly newsletter, Thoughts from the Frontline. https://lnkd.in/ecpVCyuN

[𝗠𝗮𝗿𝗸𝗲𝘁 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 📈]   Matthieu Dulguerov (PhD), Senior Research and Product Manager, Head of Equities, focuses on the interaction between 𝐟𝐨𝐫𝐦 and 𝐬𝐮𝐛𝐬𝐭𝐚𝐧𝐜𝐞, and the impact in an investment setting.   🎥 𝐖𝐚𝐭𝐜𝐡 Matthieu's video and 𝐫𝐞𝐚𝐝 his full Market Insight : https://lnkd.in/ebcdBaQc   #investment #strategy

What are the issues asset owners face in the macro environment and the outlook for capital markets? Inigo Fraser Jenkins of AllianceBernstein draws conclusions from their book 'A preliminary language for a post-global world', including the outlook for strategic allocation and the future of the investment industry. #ClimateChange #CapitalMarkets #PensionsforPurpose https://ow.ly/y9uQ50TeeWp

In the ever-changing landscape of financial news, it's easy to be swayed by sensational headlines and the emotional rollercoaster they can induce. This brief video featuring Zoe Brunson, Chief Investment Strategist with AssetMark, offers a calming perspective on maintaining a steady investment course despite unsettling news. It emphasizes the significance of a disciplined, unemotional approach to investing, helping to make informed decisions even in the face of market volatility. https://lnkd.in/giB4aHDX

According to John Templeton "an investor who has all the answers doesn't even understand the questions. Success is a process of continually seeking answers to new questions." At Magellan Financial we believe that the long-term success we have had on our client's behalf comes from our investment process. In our May Market Commentary, we discuss that process and how we think about the economy, big trends in society, and how we think about the markets when designing investment portfolios. Jonathan Soden Partner Magellan Financial Inc #StockMarketCommentary #MayStockMarketCommentary #MagellanFinancialInc.

According to John Templeton "an investor who has all the answers doesn't even understand the questions. Success is a process of continually seeking answers to new questions." At Magellan Financial we believe that the long-term success we have had on our client's behalf comes from our investment process. In our May Market Commentary, we discuss that process and how we think about the economy, big trends in society, and how we think about the markets when designing investment portfolios. Jonathan Soden Partner Magellan Financial Inc #StockMarketCommentary #MayStockMarketCommentary #MagellanFinancialInc.

Wondering how to boost your investment returns? Education, idea generation, and analysis are key. Consider using investment services for the extra edge! Dive into this article highlighting the benefits of investment services and the top platforms to consider for a smarter investment strategy: Seeking Alpha: Deep stock research and diverse opinions. Motley Fool Stock Advisor: Explosive growth stock recommendations. IBD Leaderboard: Swing traders' go-to for active stock picks. Stock Rover: Fundamental research and powerful stock screening. GuruFocus: Mirror the world's most successful investors. Morningstar: Detailed ETF and mutual fund analysis. TipRanks: Wall Street insights for smarter investing decisions. Unlock your investing potential with these top-tier services and watch your portfolio grow! https://lnkd.in/gjEw4A78

Our team recently hosted a webinar featuring the insights of esteemed investment strategist Donald Luskin of Trend Macrolytics LLC, moderated by Bel Air CIO Arun Bharath, CFA, CAIA. Luskin's views are opportunistic and rooted in historical context both recent and dated... he "paints a picture of an economy on the precipice of a new era, marked by innovation, productivity, and a challenging but rewarding investment landscape." Read more below for a full recap on the investing road ahead... #belair #markets #assetmanagement #macro #investmentoutlook https://lnkd.in/ebNtFNTX

Check out this fascinating article! Over the past few years, multi-asset investing has gained popularity, mainly because of the benefits of diversification in the long run. However, unforeseen events such as the Covid pandemic and global tensions have presented new obstacles. To learn how to effectively navigate this investment approach in a volatile market, be sure to read the most recent blog post from ION Markets, authored by Lynn Strongin Dodds.