Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. jigawatts of investing power (and volatility)! It’s been a market recovery dominated not just by U.S. Sounds unstoppable, right?

Assets 59

Assets Investing Investments Marketing 59

Brown Advisory

NOVEMBER 29, 2016

Rising economic and political risks— including weak global growth and increasing nativism and protectionism in several countries such as the U.S., For example, we found opportunity in small-cap stocks during their 2016 rally because of their relatively low valuations and limited vulnerability to flagging global economic growth.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 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%. Trading Economics. Review of Finance 22, no.

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%. Trading Economics. Review of Finance 22, no.

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 150

Compliance Clients Wealth Management Management 150

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. NADIG: So the reason is because, you know, when we look at how the corporate economy works, there are investments that you have to make. RITHOLTZ: Way back when? NADIG: FRDM.

Management 266

Management Assets Portfolio Investing 266