Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. In other words, people have been making more than they have been adding to their credit cards over the past few years.

Marketing 52

Marketing Marketing Food Compliance 52

The Big Picture

MARCH 3, 2023

Meaning, you do not get the 8-10% long-term gains without living through a significant number of market events, ranging from cyclical drawdowns to longer secular bear markets, and full-on crashes. The first bear I experienced was utterly meaningless economically but still felt bad. In fact, it felt horrible.

Marketing 332

Marketing Marketing Economics Portfolio 332

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. RITHOLTZ: What’s some of the economic sectors within that area? SHAW: Yeah.

Recruitment 141

Recruitment Engineering Investing Investments 141

Good Financial Cents

AUGUST 12, 2023

As emphasized by many financial experts, including those mentioned in “ The Intelligent Investor ” by Benjamin Graham (2003), careful planning and consistent monitoring of your passive income sources can lead to greater financial freedom and control over your time.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Brown Advisory

MAY 12, 2020

Breadth of research is an important aspect of this analysis, and where possible, we spend as much time as we can with competitors, customers and suppliers assessing how wide each company’s economic moat is. The number of BRILink agents grew by 230% between 2016 and 2019. 6th Edition, 2015.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

MAY 12, 2020

Breadth of research is an important aspect of this analysis, and where possible, we spend as much time as we can with competitors, customers and suppliers assessing how wide each company’s economic moat is. S&P 500® Index, ROIC, 2003-2013 Data based on a McKinsey & Company study, “Valuation: Measuring and Managing the Value of Companies”.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

SEPTEMBER 30, 2023

Started in 2003 as little more than an online repository for résumés, the Microsoft-owned behemoth has recently transformed. The number of LinkedIn posts grew 41% from 2021 to 2023. Not only are there more users to post, but they’re posting much more often. Currently, he is Vice Chairman of IBM.

Ethics 152

Ethics Economics Medical Numbers 152

Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? Or is it a convenient way to measure the relative economic value created between our starting and end points? And why do markets irregularly detach fundamentals from valuation to their own detriment? What does this actually mean?

Investing 52

Investing Investments Valuation Economics 52

The Better Letter

FEBRUARY 17, 2022

The concept was revived again briefly in March 2003, this time featuring Bob Dole and Bill Clinton, former opponents in the 1996 presidential election. If there is one thing economists agree on, one seminal idea undergirding the study of economics, it’s that incentives matter. This idea is simple common sense, of course.

Pharmaceutical 52

Pharmaceutical Government License Advertising 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. Resource and Energy Economics 41:103-121. Available from [link]. Douglas, E.,

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Investment Perspectives - The Great Debate.

Investing 52

Investing Investments Portfolio Management 52

Steve Sanduski

AUGUST 8, 2023

On the one hand, your job is to help clients grow and protect their wealth, while at the same time, you have to caution them from getting so caught up in “their number” that they lose sight of “their life.” How much is not a number. Enough is not a number. As an advisor, it’s a bit of a catch-22.

Numbers 98

Numbers Retirement Clients Planning 98

Brown Advisory

JUNE 1, 2023

The number of ESG-focused funds has mushroomed to meet investor demand. Numbers may not total due to rounding. market, political or economic risks). WHY SUSTAINABLE VALUE? We believe, however, that there is currently a vacuum at the intersection between sustainability and value.

Portfolio 52

Portfolio Valuation Investing Investments 52

The Big Picture

JULY 24, 2023

RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. RITHOLTZ: Right. ” RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

NOVEMBER 8, 2022

And so, Crispin and I were having lunch in late 2003. CHANCELLOR: And I actually — one of my last projects at GMO was to do a sort of — to look at what was going on from economic sentiment perspective, looking at various different measures in a bull bear ratio, amount of margin loans in system. And I said, “Yes, I agree.”

Banking 141

Banking Valuation Economy Investing 141

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. And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. RITHOLTZ: Interesting.

Assets 161

Assets Management Marketing Marketing 161

The Better Letter

JANUARY 11, 2024

As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. These experts made a living “analyzing” and pontificating on political and economic developments. economist for Bloomberg Economics. Not even 99.

Economy 95

Economy Economics Math Banking 95

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. US Department of the Treasury (2021). Crowding Out.”

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. 1US Department of the Treasury (2021). Crowding Out.”

Government 52

Government Commission Economics Distribution 52

The Big Picture

JULY 4, 2023

RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. WEINSTEIN: Let me give you another statistic since you’re asking about numbers.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

MARCH 12, 2024

So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Barry Ritholtz : Most people rarely hear it described that way.

Banking 141

Banking Investing Investments Marketing 141

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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. And the value line has all these statistical patterns. But yeah, I think, I think it’s problematic in fixed income.

Management 258

Management Investing Investments Retail 258

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. I have lots of different ways I can get that number to go up. It’s still a fairly small number. I wish I have $100,000 I want to put to work.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

AUGUST 9, 2022

Winkler’s point is this level of negativity makes little sense economically but is more consistent with partisanship (see chart at top). The Recession was already in its 8th month, having begun in December 2007 ; housing had rolled over two years prior; mortgages were already resetting higher and defaulting in ever greater numbers.

Economy 334

Economy Economics Numbers Investing 334

The Big Picture

AUGUST 23, 2022

in Economics from Chicago and MBA from Stanford. And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million.

Government 312

Government Banking Numbers Investing 312

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Obviously, economic forecasting skill eludes even Nobel laureates and other eminent economists. These experts made a living “analyzing” and pontificating on political and economic developments. “In 6.1

Economy 116

Economy Economics CFP Management 116