The Irrelevant Investor

JANUARY 31, 2017

In his last year, 2002, he paid his brokers $14.3 He said, "Returns, although respectable, had declined in 2001 and 2002. That's Such a crazy large number that it's hard to comprehend exactly what that even means. At 20 basis points, on average, Vanguard's clients pay $6 billion in fees. Three trillion dollars.

Assets 52

Assets Clients Numbers Investments 52

Trade Brains

JANUARY 24, 2024

Anand Rathi Wealth Limited: In the dynamic change happening in India’s wealth management, one company shines for its personal touch and dedication to client success: Anand Rathi Wealth Limited (ARWL). The number of taxpayers having an income of > Rs. of clients fall under the Rs 0.5 in FY18 to 15.2%

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Random Roger's Retirement Planning

DECEMBER 12, 2024

Blackrock (client holding) has some thoughts about how much Bitcoin is reasonable to hold. The Technology Sector SPDR (XLK) peaked out in $60 in 2000 and it bottomed in 2002 at $12. How much risk would you say you have, if you owned Tesla via client holding XLY? The tech sector isn't going to zero. Today, that fund is at $240.

Portfolio 52

Portfolio Numbers Clients Retirement 52

Trade Brains

MARCH 16, 2023

The company has been able to develop a long-standing relationship with clients like PWD, NH, (Morth), BBMP, KBJNL, VJNL, KIADB, DHUDA, KPWP & IWTD, and various local bodies. The Company comprises an experienced management team and a promoter with over 25 years of experience which helps them deliver high levels of client satisfaction.

Government 52

Government Clients Engineering Management 52

Brown Advisory

SEPTEMBER 6, 2022

However, there is an important nuance in that more players have exited than the limited number who entered over time due to high barriers to entry and exit. At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP? Recently governments in the U.S.,

Investing 52

Investing Investments Insurance Ethics 52

Tucker Advisors

JUNE 28, 2021

Telephone Number Tracking. ” While it is a good practice to be surveying and understanding your clients, it is not a good practice to be unaware of where your business is coming from. . In 2002, mobile phones were release with the ability to read these “quick response” codes. Landing Pages & Forms.

Numbers 52

Numbers Financial Advisor Sales Media 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Our conversations with clients usually cover topics that range beyond investment and financial affairs. Likewise, for clients with non-qualified stock options, it may be advisable to exercise the options and incur the income recognition now, if the stock price is currently depressed and there is strong conviction for future growth.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Validea

NOVEMBER 29, 2023

Felix outlines a number of ways to combat the cost of pessimism, including checking your investments less frequently and finding ways to automate your investing contributions, among others. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses).

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. GAAP in 2002 7. We inherently prefer actual cash flow. Implicitly this means they will have a higher sensitivity to rising interest rates too.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? At a company-specific level, a number of firms have already sold off on fears of tariff impact. The media is focusing a lot of attention on tariffs proposed by the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Or are the steel tariffs of 2002 a better indicator of what we should expect—an orderly, low-impact process resolved by the WTO in fairly short order? At a company-specific level, a number of firms have already sold off on fears of tariff impact. The media is focusing a lot of attention on tariffs proposed by the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. Not only have U.S. So, it may be a good time to revisit the bubbles theme.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. I got an internship at a investment fund in Baltimore, and this was 2002 at the time. There are about 13 different portfolio managers each focused on a different sub-sector. Are there too many hedge funds?

Healthcare 157

Healthcare Portfolio Investments Management 157

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. And so, that didn’t happen until 2002. I mean, you know, this is probably 2002.

Assets 157

Assets Investments Investing Valuation 157

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. We’re owned by our clients. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. RAMPULLA: Yeah.

Clients 280

Clients Financial Advisor Taxes Investments 280

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So according to Yardini Research, there was $200 billion of buybacks in quarter two, 2002 for S&P stocks.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. With a number of different people leading different departments. 00:11:07 [Speaker Changed] That’s a giant number 00:11:08 [Speaker Changed] In the early nineties. ’cause you have to sell that product to clients.

Banking 144

Banking Assets Investments Investing 144

Random Roger's Retirement Planning

MARCH 24, 2024

EBSIX is managed futures and client holding MERIX is pretty much a horizontal line that tilts upward no matter what is going on. In 2002, the year that both equities and merger arbitrage did poorly, the SG Trend Indicator was up 28%. With that inspiration, here is a three fund portfolio that back tests with all-weatherish attributes.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. And so, I was doing that in 2000, 2002, 2003, 2004.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” CHANCELLOR: Yes.

Banking 144

Banking Valuation Economy Investments 144

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. So yeah, man, that was the idea.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

OCTOBER 15, 2024

Am I getting those numbers about right? And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. ’cause you’re coordinating just massive numbers of things and production and, and all sorts of stuff. So it’s a fun area.

Government 144

Government Electronics Engineering Healthcare 144

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. Where clients are saying, why did you lose me all that money? And the value line has all these statistical patterns.

Management 261

Management Investments Investing Retail 261

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 144

Numbers Banking Management Marketing 144

The Better Letter

JANUARY 11, 2024

As my friend Morgan Housel has explained , “Every forecast takes a number from today and multiplies it by a story about tomorrow.” Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. So did Ron Paul.

Economy 100

Economy Economics Math Banking 100

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. 00:06:39 [Speaker Changed] So clients, the LPs who come to Oak, were they just giving them cash to be allocated across all these different sectors? They’re a number of technologists that are now interested in healthcare.

Healthcare 130

Healthcare Medical Numbers Investments 130