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). This dual approach broadens ARWL’s market reach, creating a resilient portfolio. of clients fall under the Rs 0.5

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Steve Sanduski

DECEMBER 15, 2022

Michael Bradley founded Bradley Wealth in 2002. “Investing in technology has really been paramount to providing a seamless client experience,” Michael says. But after the 2008-09 Financial Crisis, Michael decided that he wanted to take more control over the outcomes he was providing for his clients.

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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? There is nothing compelling for me from the 33/67 portfolio.

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Validea

NOVEMBER 29, 2023

And so even though current portfolio values might be down, the expected future returns are higher. Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Explain it to me in a way a financial advisor might explain it to a client.

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Investing Investments Risk Tolerance Financial Advisor 64

Investing Caffeine

JANUARY 3, 2023

bear markets”), the bond or fixed income investments in a diversified portfolio act as shock absorbers to cushion the blow of volatile stock prices. Therefore, as stock prices decline, the gains from bonds in your portfolio usually help offset stock losses. 2022: -19.4%. Source: CNBC (Bob Pisani).

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Economy CFP Transportation Investments 59

The Irrelevant Investor

JANUARY 31, 2017

Not bad for a market neutral portfolio. In his last year, 2002, he paid his brokers $14.3 He said, "Returns, although respectable, had declined in 2001 and 2002. At 20 basis points, on average, Vanguard's clients pay $6 billion in fees. At 2%, hedge fund clients pay $60 billion in fees. before fees and 14.1%

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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.

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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.

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Brown Advisory

OCTOBER 28, 2021

Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory India’s COVID-19 Crisis and Its Impact on Women June 29, 2021 Disasters exacerbate existing inequities, and COVID-19 is proving no different. The devastation in India has been harrowing for women, as communities struggle to protect public health.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Speakers: Andrea Hoban, Co-Founder and Head of Oji Life Lab; Lindsay Jurist-Rosner, Founder and CEO of Wellthy; Ashley Williams, Founder and CEO of Infinite Focus Moderator: Meredith Shuey Etherington, Portfolio Manager at Brown Advisory. . Moderator: Jane Korhonen, Portfolio Manager at Brown Advisory. . The State of Women.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

SEPTEMBER 6, 2022

The Elephant in the Portfolio The global semiconductor industry is a poster child for the capital cycle and we have meaningful investments here. 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?

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

JUNE 16, 2022

Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. GAAP in 2002 7. We expect some of our companies can grow cashflow faster than this, most will not.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

MAY 10, 2022

The Sarbanes-Oxley Act of 2002 elevated debates around corporate responsibility and enhanced the integrity of financial reporting. Because of the many years we have spent engaging with our portfolio companies, those companies increasingly ask us to provide feedback when they are considering new sustainable initiatives.

Government 52

Government Clients Investments Investing 52

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. And so, that didn’t happen until 2002. RITHOLTZ: Right.

Assets 157

Assets Investments Investing Valuation 157

Trade Brains

NOVEMBER 16, 2022

Do you hope to avoid volatile price fluctuations in your portfolio brought in by lower-priced stocks? It focuses on the affluent category of clients. As for its services portfolio, it offers research & strategy, product engineering, enterprise learning, and more. In your opinion Rs 8000 a high enough mark?

Pharmaceutical 52

Pharmaceutical Manufacturing B2C eCommerce 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

Trade Brains

AUGUST 5, 2022

Apart from its size being a significant moat they also benefit hugely from switching costs their clients may face. They still benefit from the first-mover advantage in the US as 95% of their new businesses come from their existing clients. better known as DMart is an Indian chain of hypermarkets founded by Radhakishan Damani in 2002.

Manufacturing 59

Manufacturing Distribution Investments Investing 59

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. RAMPULLA: Yeah.

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Clients Financial Advisor Taxes Investments 280

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! Richey’s research found that found a “Vice Fund” produced a greater risk-adjusted return over the market portfolio (Richey, 2016, as per Swedroe, 2016). These meetups are free and the goal is to learn from each other about how to grow and manage a transparent practice for the benefit of clients.

Investing 72

Investing Investments Clients Portfolio 72

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. I think it can.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

SEPTEMBER 23, 2024

00:19:56 [Speaker Changed] I can, I can imagine, and for listeners who may not be familiar with the distinction between buy side and sell side, when you’re at Citi or you’re at Merrill, you’re trading on behalf of either the firm’s fund or on behalf of clients. ’cause you have to sell that product to clients.

Banking 144

Banking Assets Investments Investing 144

The Big Picture

AUGUST 29, 2022

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. And in ’08, McNabb logs in and he hears not just nervous clients, but nervous customer service reps.

Assets 167

Assets Management Marketing Marketing 167

Brown Advisory

SEPTEMBER 12, 2016

But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family assets will be wise. Explaining the technicalities is often only a modest help to clients. As previously mentioned, gifts of interests in FLPs are a timely example.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family assets will be wise. Explaining the technicalities is often only a modest help to clients. As previously mentioned, gifts of interests in FLPs are a timely example.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

The Big Picture

FEBRUARY 13, 2023

And then in ‘94 and ’98, you know, all had a different stream to 2002. Much of how BlackRock evolved is, you know, trying to be pressured about what is the next evolution of what clients are looking for. I mean, I said this to clients all the time, we could make the wrong decision on markets. RITHOLTZ: So no one bets a thousand.

Economy 144

Economy Numbers Portfolio Marketing 144

The Big Picture

OCTOBER 15, 2024

And so you had this massive amount of money there and because these guys were so big, when they would hedge their mortgage portfolios, it would move all the global fixed income. 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.

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Government Electronics Engineering Healthcare 144

The Big Picture

DECEMBER 12, 2023

A value investor can feel like I have to deal with all the clients who say, why are you losing me all this money because the stock has gone from 80 to 40, but I feel cheerier because it’s from $40 to a $90 value. Where clients are saying, why did you lose me all that money? That’s a much better upside.

Management 261

Management Investments Investing Retail 261

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Valuation 292

Valuation Education Numbers Government 292

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm.

Numbers 144

Numbers Banking Management Marketing 144

The Better Letter

JANUARY 11, 2024

Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. 2 At Bank of America, rate strategist Meghan Swiber was telling clients to prepare for a plunge in U.S. Let the great Peter Bernstein explain more precisely (Peter L.

Economy 100

Economy Economics Math Banking 100

Random Roger's Retirement Planning

APRIL 18, 2025

This is an important thing to understand when constructing portfolios that go narrower than broad based index funds. The math checks out and while the timing for these funds to launch was simply unlucky, I can't figure how these make managing a portfolio easier. Right or wrong, this would not have been my expectation for RSST and RSSY.

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Management Portfolio Math Retail 52