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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

Duration and leverage issues are well known, but lets discuss adding risk: In 2004, I walked into my offices conference room to hear a rep from Lehman Brothers pitch a higher-yielding fixed income product: AAA-rated, safe as Treasuries, but yielding 200-300 basis points more. All of these strategies have been money-losers this century.

Investing 264
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How Much Do You Really Know About Stock Market Indexes?

Yardley Wealth Management

We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context. In time, the DJIA itself would evolve, and the concept of stock indexes would grow in number, size, and importance. It’s not the number of points that matters—it’s the percentage change.

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Market Commentary: Swift Election Results Boost Investors’ Confidence

Carson Wealth

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020. This is up from just over 82 million four years ago.

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Artificial Intelligence in Asset and Wealth Management

Wealth Management

Number 8860726. See more from Olivia Greer You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate? Registered in England and Wales.

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Competitive Advantages For Family Offices In Direct Acquisitions of Private Companies

Wealth Management

Number 8860726. Lipson You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate? Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Things Change

The Better Letter

GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. Chevron, which had been known as Standard Oil of California, returned to the top ten at number eight. There are about four times that number now. IBM, at nine, made it back, too.

Numbers 100
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Tax Law Update: July/August 2025

Wealth Management

Number 8860726. Lothes You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate? Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Taxes 141