article thumbnail

The Tailwind of An Aging Installed Base – HVAC

Fortune Financial

Earlier this year, Lennox’s Geoff Dethlefsen commented on the opportunity: “You look at the [commercial] installed base from that 2000 to 2005 time period, there was a massive installed base put into service. Both the author and clients of Fortune Financial Advisors, LLC, own shares of Carrier.

article thumbnail

Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

There’s interesting clients, there’s quite a lot of us partners there. I mean, I was in Zurich, but I was serving a lot of the European clients. But then it’s up to the client to implement it. So Bain does a lot of due diligence for private equity clients. Why don’t you go to Zurich, for example?

Investing 144
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quadrant Practicality

Random Roger's Retirement Planning

From 2000 to 2019, Swensen outperformed 14 times. Portfolio 2 uses a bond proxy with client/personal holding Merger Fund. And plugging into Testfol.io which goes back further and comparing it to VBAIX. Swensen did better over the course of the backtest with a little more volatility and bigger drawdowns.

article thumbnail

How Much Do You Really Know About Stock Market Indexes?

Yardley Wealth Management

For example, the Russell 2000 is an index for small-cap stocks, while the Wilshire 5000 covers almost all publicly traded companies in the U.S. While we encourage our clients to be long-term investors, we know some monitor the indexes daily. That means the index can fall harder and faster during market downturns.

article thumbnail

The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.

article thumbnail

Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

I literally sat next to the, the managing director that I worked for and would listen in on all the client calls and sort of, you understand much more quickly how to handle specific situations. So that has definitely driven a lot of activity overall and something that we spend a lot of time talking about with our, with our clients.

Banking 130
article thumbnail

Skewing To An Unrealistically Good Result

Random Roger's Retirement Planning

If you're 85 and very fit but out of money, whether you outperformed from 1990 to 2000 means nothing. I've mentioned client holding Alpha Architect Box ETF (BOXX). I threw in client and personal holding MERIX for a little context. We'll close out with a couple of new funds.