Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Taxes Government 89

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. How did that transition happen?

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

FEBRUARY 14, 2023

The asset management company charges a fee in the form of an expense ratio to compensate them. To make this list, we have considered parameters like expense ratio, assets under management (AUM), trailing returns, the fund manager’s credentials, and so on. It has been in existence since August 16, 2004. 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investing Investments 59

Trade Brains

MAY 7, 2023

The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. HUDCO was awarded the Mini-Ratna status in 2004. The company successfully increased its gross loan assets to Rs. They crossed Rs. 10,000 crores the same year.

Banking 52

Banking Government Financial Services Assets 52

Trade Brains

JUNE 2, 2023

The small and mid-cap stocks are less risky which makes them a more conservative portfolio investment. And private banks provide personal services to manage financial assets with a holistic approach and offer a personalized solution for investments. The Private banking sector assets were $925.05 billion as of 2022.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

JANUARY 24, 2024

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. The Company was founded by Mr. C V Subramanyam in 1998.

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

MARCH 29, 2024

In 2004, it was acquired by Bharti Airtel and renamed Bharti Hexacom Ltd. The Company operates a robust network infrastructure which is a mix of owned & leased assets. The Company is in the Northeastern states of Arunachal Pradesh, Mizoram, Manipur, Nagaland, Meghalaya, and Tripura.

Government 59

Government Communication Valuation Consulting 59

Random Roger's Retirement Planning

DECEMBER 22, 2023

There's a lot of neat things about 19+ years of blogging, I started in Sept 2004, including circling back around to ideas that we started talking about a longggggg time ago. With that preamble, I started thinking about the 75/50 portfolio that I first started writing about during the Financial Crisis. ARBFX 3.7%

Portfolio 61

Portfolio Asset Allocation Accounting Management 61

Random Roger's Retirement Planning

OCTOBER 25, 2022

GLD started trading on November 18th, 2004. Where a small slice was permanently allocated to gold to reduce the portfolio's correlation to the market, gold is being replaced with a small slice to managed futures for the same purpose. A friend that has been by my side for 17 or 18 years, helping out more often than not.

Management 62

Management Sales Accounting Portfolio 62

Brown Advisory

DECEMBER 5, 2023

An unassuming shorthand (from 20 years ago) A 2004 report published by the United Nations is often given credit for popularizing “ESG” as a shorthand for the myriad issues in environmental, social, and governance categories. ESG legislation is winding its way through political processes in many U.S.

Fiduciary Duty 52

Fiduciary Duty Government Clients Investing 52

Trade Brains

MAY 6, 2023

It began its operation in 2004. This resulted in the banks’ assets & advances growing by a CAGR of 34.1%. Worst Performing Stocks in India – Yes Bank The story of Yes Bank is the perfect example of a success story gone wrong in the banking industry. Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur.

Banking 52

Banking License Government Investing 52

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

Mr. Money Mustache

JANUARY 29, 2021

Here is what I did: I created a new account for myself at Interactive Brokers, selecting the “ IBKR Pro ” account type to get the lower margin rates, and set it up as a “margin” account versus the unnecessarily complex “portfolio margin” option. during any given three month period. More history here.

Accounting 57

Accounting Taxes Investing Investments 57

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. In the more recent decade not including 2023 (2003-2012), U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: … successful indexing, not attracting assets.

Assets 161

Assets Management Marketing Marketing 161

The Irrelevant Investor

JUNE 15, 2019

trillion in assets. They anticipate that by 2023 80% of all assets at Vanguard will be in an automatic investment program. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans. Vanguard is out with a new monster research report called How America Saves. This is a beautiful chart.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 52

The Big Picture

MAY 30, 2023

I wanted to be able to reach into my own pocketbook and to write my own check, which meant I needed assets. BRYANT: Pioneer, and he was an asset owner. They’re not connecting this to the emotions of somebody’s most prized asset, which is where they live. So there’s a lot of things I couldn’t do.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. Well guess what?

Banking 141

Banking Assets Investing Investments 141

The Big Picture

MARCH 13, 2023

Should we carve out exceptions to the asset book marks for paper the Fed will repurchase at Par? What other banks might have similar issues with their “safe” investment portfolio? I was less impressed by the breaking news at the time of each of these and more impressed by what we learned subsequently. We changed the rules for that.

Banking 347

Banking Commission Accounting Management 347

The Irrelevant Investor

DECEMBER 4, 2019

Here is Jason Zweig on the matter: Dalbar’s formula, according to these experts, has the effect of taking returns over the full period and dividing them by the total assets at the end—including money that wasn’t in the funds from start to finish. The main culprit for the portfolio gap is cash, which we spoke about with Morgan Housel recently.

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 152

Assets Investing Investments Valuation 152

The Irrelevant Investor

OCTOBER 20, 2015

Fisher, 1958 The Money Game - George Goodman, 1967 A Random Walk Down Wall Street - Burton Malkiel, 1973 Manias, Panics, and Crashes: A History of Financial Crises - Charles Kindleberger, 1978 The Alchemy of Finance - George Soros, 1987 Market Wizards - Jack Schwager, 1989 Liar's Poker - Michael Lewis, 1989 101 Years on Wall Street, An Investor's Almanac (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. 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. They match up. RITHOLTZ: Right.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. 00:20:24 They have, I don’t know, three, $4 trillion of custody assets from foreign. We were running the commercial paper funding facility.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

NOVEMBER 21, 2023

And I said, Paul, I don’t know anything about managing a public portfolio, but the deal we made with each other. So we repositioned our portfolio at the end of 22, recognizing that there had been too many dollars that went into safety trades. He said, I overpaid for the asset. Remember Elon was also the founder of Open ai.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. How’s my 10 grand doing? LINDZON: Yes. So I was fascinated that a businessman could build businesses on the internet. LINDZON: I hate CNBC.

Media 278

Media Investing Investments Valuation 278

The Big Picture

OCTOBER 31, 2022

And arguably, they went from an underpriced position in 2004 I’d say — RITHOLTZ: Right. RITHOLTZ: So I said something at an event where I had said to a group of young people, hey, if you’re in your 20s, 30s, 40s, you really don’t need bonds in your portfolio. I mean, it’s used to be called FANG. SIEGEL: Yeah.

Numbers 141

Numbers Investing Investments Marketing 141

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

Government 312

Government Banking Numbers Investing 312