Good Financial Cents
AUGUST 12, 2023
By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. The major limitation of active income is its direct correlation to time; you can only work a certain number of hours in a day, thus capping your earning potential.
Sara Grillo
AUGUST 14, 2023
Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.
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The Big Picture
MAY 9, 2023
He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury? We love it.
The Big Picture
DECEMBER 6, 2022
And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. So I saw the opportunity, and that’s when Global X came along.
The Irrelevant Investor
NOVEMBER 8, 2018
From 1990 to April 2003, the Nikkei fell more than 80%. Stock market bubbles and their ensuing bear markets can potentially be mitigated with diversification and a rules-based risk management system. You could have chosen momentum or any number of simple moving averages, which I've included as an example below.
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. What led you to decide I know I’m going to go out on my own? .” RITHOLTZ: Wow.
The Big Picture
MARCH 12, 2024
And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.
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