• Purpose of This Blog and Information about the Author

Latticework Wealth Management, LLC

~ Information for Individual Investors

Latticework Wealth Management, LLC

Category Archives: blended benchmark

Reading And Listening – My Favorite Classical by Vitaliy Katsenelson

25 Thursday Mar 2021

Posted by wmosconi in academia, academics, active investing, active versus passive debate, after tax returns, after-tax returns, Alan Greenspan, alpha, asset allocation, Average Returns, bank loans, behavioral finance, benchmarks, Bernanke, beta, Black Swan, blended benchmark, bond basics, bond market, Bond Mathematics, Bond Risks, bond yields, bonds, books, Brexit, Brexit Vote, business, business books, CAPE, CAPE P/E Ratio, Charity, Charlie Munger, college finance, confirmation bias, Consumer Finance, correlation, correlation coefficient, currency, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, economics, Education, EM, emerging markets, Emotional Intelligence, enhanced indexing, EQ, EU, European Union, Fabozzi, Fama, Fed, Fed Taper, Fed Tapering, Federal Income Taxes, Federal Reserve, finance, finance books, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial goals, financial markets, Financial Media, Financial News, financial planning, financial planning books, financial services industry, Fixed Income Mathematics, foreign currency, forex, Frank Fabozzi, Free Book Promotion, Geometric Returns, GIPS2013, Greenspan, gross returns, historical returns, Income Taxes, Individual Investing, individual investors, interest rates, Internet Bubble, investing advice, investing information, investment advice, investment books, market timing, math, Modern Portfolio Theory, MPT, NailedIt, NASDAQ, Nassim Taleb, Nobel Prize, Nobel Prize in Economics, passive investing, portfolio, PostBrexit, reasonable fees for financial advisor, reasonable fees for investment advice, reasonable financial advisor fees, rebalancing, rebalancing investment portfolio, recession, rising interest rate environment, risks of bonds, Robert Shiller, S&P 500, S&P 500 Index, Schiller, Search for Yield, Shiller P/E Ratio, speculation, standard deviation, State Income Taxes, statistics, stock market, Stock Market Valuation, stock prices, stocks, Suitability, Taleb, time series, time series data, types of bonds, Valuation, volatility, Warren Buffett, Yellen, yield, yield curve, yield curve inversion

≈ Leave a comment

Reading And Listening – My Favorite Classical by Vitaliy Katsenelson
— Read on myfavoriteclassical.com/reading-and-listening/

EU & China

24 Wednesday Mar 2021

Posted by wmosconi in academia, academics, active investing, active versus passive debate, after tax returns, after-tax returns, alpha, Average Returns, behavioral finance, Bernanke, Black Swan, blended benchmark, Bond Risks, Brexit, bubbles, business, CAPE P/E Ratio, confirmation bias, Consumer Finance, correlation, correlation coefficient, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, economics, Education, emerging markets, Emotional Intelligence, enhanced indexing, EQ, EU, European Union, Fama, Fed Taper, Federal Income Taxes, Federal Reserve, Fiduciary, finance, finance theory, Financial Advisor, financial advisory fees, Uncategorized

≈ Leave a comment

on.ft.com/3rlp2dr

THE FUTURE OF BUYING – XANT

23 Tuesday Mar 2021

Posted by wmosconi in academia, academics, active investing, active versus passive debate, after tax returns, after-tax returns, Alan Greenspan, alpha, asset allocation, Average Returns, behavioral finance, benchmarks, Bernanke, beta, Black Swan, blended benchmark, bond market, bond yields, Brexit Vote, bubbles, business, CAPE, Charity, Charlie Munger, college finance, confirmation bias, Consumer Finance, correlation, correlation coefficient, currency, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, economics, Education, emerging markets, Emotional Intelligence, enhanced indexing, EQ, EU, European Union, Fabozzi, Fama, Fed, Fed Taper, Fed Tapering, Federal Income Taxes, Federal Reserve, Fiduciary, finance books, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial markets, Financial Media, Financial News, financial planning, financial planning books, financial services industry, Fixed Income Mathematics, foreign currency, forex, Forward P/E Ratio, Frank Fabozzi, Free Book Promotion, fx, Geometric Returns, GIPS, GIPS2013, Greenspan, gross returns, historical returns, Income Taxes, Individual Investing, individual investors, interest rates, Internet Bubble, investing, investing advice, investing books, investing information, investment advice, investment advisory fees, investments, Irrational Exuberance, LIBOR, market timing, Markowitz, math, MBS, Modern Portfolio Theory, MPT, NailedIt, NASDAQ, Nassim Taleb, Nobel Prize, Nobel Prize in Economics, P/E Ratio, passive investing, personal finance, portfolio, Post Brexit, PostBrexit, probit, probit model, reasonable fees, reasonable fees for financial advisor, reasonable fees for investment advice, reasonable financial advisor fees, rebalancing, rebalancing investment portfolio, recession, rising interest rate environment, rising interest rates, risk, risk tolerance, risks of bonds, risks of stocks, S&P 500, S&P 500 historical returns, S&P 500 Index, Schiller, Search for Yield, Sharpe, Shiller P/E Ratio, sigma, speculation, standard deviation, State Income Taxes, statistics, stock market, Stock Market Returns, stocks, Suitability, Taleb, time series, time series data, types of bonds, Valuation, volatility, Warren Buffett

≈ Leave a comment

Digital disruption has changed the buyer’s journey. Know who, when, and how to engage for the best results.
— Read on resources.xant.ai/resources/the-future-of-buying/

Global Weekly Commentary – Insights | BlackRock

22 Monday Mar 2021

Posted by wmosconi in active investing, active versus passive debate, after tax returns, after-tax returns, Alan Greenspan, alpha, behavioral finance, Black Swan, blended benchmark, bond basics, bond market, Bond Mathematics, Bond Risks, Brexit, Brexit Vote, bubbles, business books, CAPE, CAPE P/E Ratio, Charity, Charlie Munger, correlation, correlation coefficient, currency, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, economics, Education, emerging markets, Emotional Intelligence, enhanced indexing, EQ, EU, European Union, Fabozzi, Fed Taper, Fed Tapering, Federal Income Taxes, Federal Reserve, Fiduciary, finance books, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial goals, Financial Media, financial planning, financial planning books, financial services industry, Fixed Income Mathematics, Forward P/E Ratio, Frank Fabozzi, fx, GIPS, Greenspan, gross returns, historical returns, Income Taxes, Individual Investing, individual investors, interest rates, Internet Bubble, investing books, investing information, investing tips, investment advice, investment advisory fees, investments, Irrational Exuberance, LIBOR, market timing, Markowitz, MBS, Modern Portfolio Theory, MPT, NailedIt, NASDAQ, Nobel Prize, Nobel Prize in Economics, P/E Ratio, passive investing, personal finance, portfolio, Post Brexit, PostBrexit, probit model, reasonable fees, reasonable fees for financial advisor, reasonable fees for investment advice, rebalancing, rebalancing investment portfolio, recession, rising interest rate environment, rising interest rates, risk tolerance, risks of bonds, risks of stocks, S&P 500, S&P 500 historical returns, S&P 500 Index, Schiller, Search for Yield, Sharpe, Shiller P/E Ratio, sigma, speculation, standard deviation, State Income Taxes, statistics, Stock Market Valuation, stock prices, stocks, Suitability, Taleb, time series, time series data, types of bonds, Valuation, volatility, Warren Buffett, Yellen, yield, yield curve, yield curve inversion

≈ Leave a comment

Stay tuned for insights on hot topics and latest trends in the financial market via the Weekly commentary by the BlackRock Investment Institute.
— Read on www.blackrock.com/us/financial-professionals/insights/weekly-commentary

SPAC – Bust

15 Monday Mar 2021

Posted by wmosconi in active versus passive debate, after tax returns, after-tax returns, Average Returns, bank loans, behavioral finance, benchmarks, Bernanke, beta, Black Swan, blended benchmark, bond market, Bond Mathematics, bond yields, bonds, book deals, Brexit Vote, bubbles, business, business books, CAPE, CAPE P/E Ratio, Charlie Munger, cnbc, college finance, confirmation bias, Consumer Finance, correlation, correlation coefficient, currency, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, economics, Education, Emotional Intelligence, enhanced indexing, EQ, EU, European Union, Fabozzi, Fama, Fed Tapering, Federal Income Taxes, Federal Reserve, Fiduciary, finance, finance books, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial goals, financial markets, Uncategorized

≈ Leave a comment

knowledge.insead.edu/node/16246/pdf

Payments & Mobile Payments Fintech News — The Financial Revolutionist

11 Thursday Mar 2021

Posted by wmosconi in active investing, active versus passive debate, Black Swan, blended benchmark, bond basics, Bond Mathematics, Bond Risks, bond yields, books, Brexit, Brexit Vote, bubbles, business books, CAPE, CAPE P/E Ratio, Charity, Charlie Munger, cnbc, college finance, confirmation bias, correlation coefficient, currency, Cyclically Adjusted Price Earnings Ratio, Dot Com Bubble, emerging markets, Emotional Intelligence, enhanced indexing, EQ, EU, Federal Income Taxes, Federal Reserve, Fiduciary, finance, finance books, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial goals, financial markets, Financial News, financial planning, financial planning books, financial services industry, Fixed Income Mathematics, Forward P/E Ratio, Frank Fabozzi, Free Book Promotion, fx, GIPS, GIPS2013, Greenspan, gross returns, historical returns, Individual Investing, individual investors, interest rates, Internet Bubble, investing, investing advice, investing books, investing information, investing tips, investment advice, investment advisory fees, investment books, investments, Irrational Exuberance, LIBOR, market timing, Markowitz, Modern Portfolio Theory, Uncategorized

≈ Leave a comment

Daily bite-size headlines on payments, mobile payments, and payment
technology to help financial institutions and fintechs thrive in this new
era of innovation.
— Read on thefr.com/fintech-news-in-brief/payments-fintech-news

Navigating an Ocean of ESG Strategies | Morningstar

10 Wednesday Mar 2021

Posted by wmosconi in active investing, active versus passive debate, asset allocation, behavioral finance, benchmarks, blended benchmark, business books, CAPE, CAPE P/E Ratio, college finance, confirmation bias, Consumer Finance, correlation coefficient, Cyclically Adjusted Price Earnings Ratio, finance theory, financial advice, Financial Advisor, financial advisor fees, financial advisory fees, financial goals, financial markets, Financial Media, Financial News, financial planning, financial planning books, financial services industry, historical returns, Income Taxes, Individual Investing, individual investors, interest rates, investing, investing advice, investing books, investing information, investing tips, investment advice, investment advisory fees, investments, Irrational Exuberance, market timing, Markowitz, math, Modern Portfolio Theory, MPT, NailedIt, Nassim Taleb, Nobel Prize, Nobel Prize in Economics, P/E Ratio, passive investing, portfolio, Post Brexit, PostBrexit, reasonable fees for financial advisor, reasonable fees for investment advice, reasonable financial advisor fees, rebalancing, rebalancing investment portfolio, rising interest rate environment, rising interest rates, risk, risk tolerance, risks of bonds, risks of stocks, Robert Shiller, S&P 500, S&P 500 historical returns, S&P 500 Index, Sharpe, Shiller P/E Ratio, Stock Market Returns, Stock Market Valuation, stock prices, stocks, Suitability, time series, time series data, volatility, Warren Buffett, yield curve

≈ Leave a comment

Here’s a simple framework to make sense of what’s available.
— Read on www.morningstar.com/articles/1025928/navigating-an-ocean-of-esg-strategies

Berkshire Hathaway Annual Letter $BRKA $BRKB

02 Tuesday Mar 2021

Posted by wmosconi in Black Swan, blended benchmark, business books, Uncategorized

≈ Leave a comment

berkshirehathaway.com/letters/2020ltr.pdf

Facebook versus Apple

25 Thursday Feb 2021

Posted by wmosconi in active investing, active versus passive debate, behavioral finance, blended benchmark, Consumer Finance, Dot Com Bubble, Education, Uncategorized

≈ Leave a comment

Tags

asset allocation, business, economics, education, finance, financial advice, financial markets, financial planning, individual investing, investing, investments, mathematics, personal finance, portfolio, portfolio management, statistics, stock market

www.economist.com/business/2021/02/27/apples-duel-with-facebook-is-a-new-form-of-big-tech-rivalry

Hedge funds rush to get to grips with retail message boards | Financial Times

29 Friday Jan 2021

Posted by wmosconi in active versus passive debate, asset allocation, behavioral finance, beta, Black Swan, blended benchmark, bond market, Bond Mathematics, Bond Risks, bond yields, book deals, Brexit, business books, CAPE, Charlie Munger, cnbc, Consumer Finance, correlation, correlation coefficient, economics, enhanced indexing, EQ, EU, Fabozzi, Fama, Fed, Federal Reserve, Fiduciary, finance, finance theory, financial advice, financial advisor fees, financial advisory fees, financial markets, Financial Media, Financial News, financial services industry, Forward P/E Ratio, Frank Fabozzi, Geometric Returns, GIPS, Greenspan, gross returns, historical returns, Individual Investing, individual investors, interest rates, Internet Bubble, investing, investing advice, investing books, investing information, investing tips, investment advice, investment books, Irrational Exuberance, LIBOR, market timing, Markowitz, math, MBS, Modern Portfolio Theory, MPT, Nassim Taleb, Nobel Prize, P/E Ratio, passive investing, personal finance, portfolio, Post Brexit, probit, probit model, reasonable fees, reasonable fees for financial advisor, reasonable fees for investment advice, reasonable financial advisor fees, rebalancing, rebalancing investment portfolio, rising interest rate environment, rising interest rates, risk, risk tolerance, risks of bonds, risks of stocks, Robert Shiller, S&P 500, S&P 500 historical returns, S&P 500 Index, Schiller, Search for Yield, Sharpe, Shiller P/E Ratio, speculation, standard deviation, State Income Taxes, statistics, stock market, Stock Market Returns, Stock Market Valuation, stock prices, stocks, Taleb, time series, time series data, types of bonds, Valuation, volatility, Warren Buffett, Yellen, yield, yield curve, yield curve inversion

≈ Leave a comment

Professional speculators start efforts to scrape data from Reddit to avoid assaults
— Read on www.ft.com/content/04477ee8-0af2-4f0f-a331-2987444892c3

← Older posts

Subscribe

  • Entries (RSS)
  • Comments (RSS)

Archives

  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • April 2017
  • July 2016
  • May 2016
  • March 2016
  • December 2015
  • November 2015
  • July 2015
  • June 2015
  • May 2015
  • August 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013

Categories

  • academia
  • academics
  • active investing
  • active versus passive debate
  • after tax returns
  • after-tax returns
  • Alan Greenspan
  • alpha
  • asset allocation
  • Average Returns
  • bank loans
  • behavioral finance
  • benchmarks
  • Bernanke
  • beta
  • Black Swan
  • blended benchmark
  • bond basics
  • bond market
  • Bond Mathematics
  • Bond Risks
  • bond yields
  • bonds
  • book deals
  • books
  • Brexit
  • Brexit Vote
  • bubbles
  • business
  • business books
  • CAPE
  • CAPE P/E Ratio
  • Charity
  • Charlie Munger
  • cnbc
  • college finance
  • confirmation bias
  • Consumer Finance
  • correlation
  • correlation coefficient
  • currency
  • Cyclically Adjusted Price Earnings Ratio
  • Dot Com Bubble
  • economics
  • Education
  • EM
  • emerging markets
  • Emotional Intelligence
  • enhanced indexing
  • EQ
  • EU
  • European Union
  • Fabozzi
  • Fama
  • Fed
  • Fed Taper
  • Fed Tapering
  • Federal Income Taxes
  • Federal Reserve
  • Fiduciary
  • finance
  • finance books
  • finance theory
  • financial advice
  • Financial Advisor
  • financial advisor fees
  • financial advisory fees
  • financial goals
  • financial markets
  • Financial Media
  • Financial News
  • financial planning
  • financial planning books
  • financial services industry
  • Fixed Income Mathematics
  • foreign currency
  • forex
  • Forward P/E Ratio
  • Frank Fabozzi
  • Free Book Promotion
  • fx
  • Geometric Returns
  • GIPS
  • GIPS2013
  • Greenspan
  • gross returns
  • historical returns
  • Income Taxes
  • Individual Investing
  • individual investors
  • interest rates
  • Internet Bubble
  • investing
  • investing advice
  • investing books
  • investing information
  • investing tips
  • investment advice
  • investment advisory fees
  • investment books
  • investments
  • Irrational Exuberance
  • LIBOR
  • market timing
  • Markowitz
  • math
  • MBS
  • Modern Portfolio Theory
  • MPT
  • NailedIt
  • NASDAQ
  • Nassim Taleb
  • Nobel Prize
  • Nobel Prize in Economics
  • P/E Ratio
  • passive investing
  • personal finance
  • portfolio
  • Post Brexit
  • PostBrexit
  • probit
  • probit model
  • reasonable fees
  • reasonable fees for financial advisor
  • reasonable fees for investment advice
  • reasonable financial advisor fees
  • rebalancing
  • rebalancing investment portfolio
  • recession
  • rising interest rate environment
  • rising interest rates
  • risk
  • risk tolerance
  • risks of bonds
  • risks of stocks
  • Robert Shiller
  • S&P 500
  • S&P 500 historical returns
  • S&P 500 Index
  • Schiller
  • Search for Yield
  • Sharpe
  • Shiller P/E Ratio
  • sigma
  • speculation
  • standard deviation
  • State Income Taxes
  • statistics
  • stock market
  • Stock Market Returns
  • Stock Market Valuation
  • stock prices
  • stocks
  • Suitability
  • Taleb
  • time series
  • time series data
  • types of bonds
  • Uncategorized
    • investing, investments, stocks, bonds, asset allocation, portfolio
  • Valuation
  • volatility
  • Warren Buffett
  • Yellen
  • yield
  • yield curve
  • yield curve inversion

Meta

  • Register
  • Log in

Blog at WordPress.com.