Trade Brains

JULY 10, 2025

The equity shares of EFSL were listed in December 2007 on BSE Limited and the National Stock Exchange of India Limited under the symbols NSE: EDELWEISS, BSE: 532922, Reuters: EDEL.NS The Corporate Identity Number of EFSL is L99999MH1995PLC094641. and EDEL.BO and Bloomberg: EDEL IS and EDEL IB. million customers.

Financial Services 52

Financial Services Compliance Wealth Management License 52

Random Roger's Retirement Planning

DECEMBER 28, 2024

The way we've talked about that here is to think about setting aside an amount of cash to correspond to some number of months of expenses you feel comfortable with. The simplest example would be the person to retired at the end of 2007 and then 12 months later, the stock market was 39% lower.

Portfolio 52

Portfolio Retirement Retirement Planning Assets 52

Carson Wealth

FEBRUARY 24, 2025

For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% However, its lower than the minimum we saw during the 2003-2007 expansion cycle. The number of consumer foreclosures fell 1% in Q4, following a big 12% drop in Q4. Assets are currently worth 851% of disposable income, up from 791% in 2019.

Marketing 85

Marketing Marketing Economy Planning 85

The Better Letter

JANUARY 10, 2025

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

Numbers Retail Pharmaceutical Government 100

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. The numbers are pretty bad. And they dismissed me. This is 1976.

Management 144

Management Numbers Investing Investments 144

Carson Wealth

APRIL 28, 2025

Those numbers could have bulls smiling later in 2025. Also, household and corporate balance sheets are in reasonable shape and not as leveraged as they were in 2007. Ultimately, if uncertainty continues, the risk premium on US assets is likely to go up. Two Huge Days The S&P 500 soared 9.5%

Marketing 78

Marketing Marketing Economy Manufacturing 78

Trade Brains

JUNE 16, 2025

CreditAccess Grameen Ltd Current price: ₹ 1,197 Target price: ₹ 1,420 Upside: 19% Time frame: 12 Months Why it’s recommended CreditAccess Grameen was founded in 1999 as an NGO in Bengaluru, and in 2007, the microfinance operations were transferred into an NBFC. Please consult your investment advisor before investing.

Retail 59

Retail Sales Portfolio Certification 59

The Big Picture

JULY 21, 2025

And so then I, I joined his firm, sorry, his team that was in early late oh six or early 2007. He was like the guy, like number one in ii right. So you can pretty much tell right away whether the number was good or bad or whatever else, right? And you have ongoing increases in like the number of discouraged workers, right?

Economics 157

Economics Economy Numbers Marketing 157

Random Roger's Retirement Planning

JANUARY 1, 2025

Keeping the same 25% in risk assets but going with ProShares Ultra S&P 500 (SSO) equates to 50% in equities plus then 75% in T-bills or The Vanguard Total Bond Fund (VBTLX). Actually, the lost decade up until the end of 2007 was pretty good for this concept using 25% into ULPIX instead of SSO.

Retirement 52

Retirement Portfolio Clients Assets 52

Wealth Management

JULY 18, 2025

Number 8860726. Over 57 million individuals are currently over age 65, and that number will climb to an estimated 88 million by 2060. 2 These individuals often face chronic conditions such as Alzheimer’s disease, which affects more than 6 million Americans, a number that’s projected to triple by 2050. Since 2007, the U.S.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

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. By then, we began to have meaningful assets in our savings/retirement accounts and the bear markets had a bigger economic impact on those finances.

Marketing 335

Marketing Marketing Economics Portfolio 335

Fortune Financial

OCTOBER 14, 2024

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities.

Asset Allocation 131

Asset Allocation Government Portfolio Financial Advisor 131

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investments Investing Numbers 119

Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets.

Banking 98

Banking Insurance Assets Startup 98

Truemind Capital

FEBRUARY 23, 2024

Thinking about all this, I felt I had read about this and observed it in 2007. During times of euphoria and bubbles, a huge number of retail investors want to invest in the stock market. However, I would insist on following an asset allocation plan with discipline, which is unaffected by the emotions of greed and fear.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, 2007, I came over to Citi.

Clients 293

Clients Wealth Management Banking Investments 293

Random Roger's Retirement Planning

SEPTEMBER 19, 2022

When I first was using a managed futures fund for clients, so talking 2007 or so, I stumbled into the idea that part of the past success came from interest earned on T-bills. Managed futures goes long and short some number of futures contracts that are collateralized by cash and cash equivalents like very short term T-bills.

Assets 74

Assets Clients Management Accounting 74

Validea

OCTOBER 12, 2023

This generation’s fortune-teller has been Michael Burry, who called the 2007-2008 housing bubble burst early on. Unlike a lot of pundits, Burry risked his own money on his 2007 housing call and other stock picks that delivered high rewards. His firm Scion bought puts on two popular index funds, betting on a looming downturn.

Marketing 52

Marketing Marketing Valuation Media 52

The Irrelevant Investor

OCTOBER 8, 2015

According to Morningstar , “Strategic Beta” now accounts for 21% of total industry (ETP) assets, up from under 5% in 2000. As assets have exploded, so too has the number of strategic-beta ETPs, which have grown from 673 to 844 in the past year, while assets grew 25% to $497 billion.

Assets 52

Assets Investments Investing Accounting 52

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. Automatic enrollment has tripled since 2007. These numbers are pretty encouraging. 18,500, $24,500 for people 50 or older) The chart below shows overall asset allocation in these plans.

Asset Allocation 52

Asset Allocation Retirement Accounting Distribution 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 157

Assets Investments Investing Valuation 157

Trade Brains

JULY 10, 2022

List of Best Blue Chip Companies in India: If you start counting the numbers, you’ll find that the stocks can be categorized into many groups. I know the rule of large numbers , Gaurav. Blue chip companies have survived a number of bear phases, market crises, financial troubles, etc. HDFC Asset Management Company Ltd.

Pharmaceutical 98

Pharmaceutical Manufacturing Insurance Food 98

Random Roger's Retirement Planning

FEBRUARY 7, 2023

I am too conservative on this front so don't take my advice on a number of months, but going with what makes you sleep easier, feel bulletproof is a good idea. The importance of an emergency fund, outside of a 401k or IRA can't be overstated. Forget about rules of thumb, three months or six months, go with what makes you comfortable.

Planning 73

Planning Management Investments Investing 73

Random Roger's Retirement Planning

JULY 8, 2023

Having that much in asset classes that are intended to not look like equities should mean that the long term result won't look anything like the stock market. Something close to a normal allocation to equities with smaller weightings to the other asset classes these portfolios own very well could get it done.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 144

Investments Investing Valuation Management 144

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Management 157

Management Investments Investing Portfolio 157

Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

Portfolio 75

Portfolio Accounting Numbers Taxes 75

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. A Lot Can Change in a Few Quarters So, why bring up a Fed statement from 2007?

Marketing 52

Marketing Marketing Economy Communication 52

Steve Sanduski

OCTOBER 1, 2024

Joe founded the firm in 2007 and it has grown to over $7 billion in assets under management and more than 6,000 clients. Compensation strategies and determining the right number of clients for each advisor. So you just back the numbers up. It’s just backing in the numbers.” How do we do that?’

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

Random Roger's Retirement Planning

JULY 15, 2024

Usually a replication strategy will build a portfolio based on reported hedge fund holdings filed on a 13f or in the case of managed futures will sample maybe the ten biggest futures markets believing they can get 90% (or some high number) of the full effect, do it for cheaper such that the cost advantage ends up being the difference in performance.

Asset Allocation 52

Asset Allocation Portfolio Assets Management 52

The Irrelevant Investor

FEBRUARY 15, 2017

Forget the first point, that the bull started at the lows in 2009, as opposed to 2013 when the 2007 highs were taken out. Below are some of the peak-to-trough numbers that support this idea. It's generally accepted that the current bull market began in March of 2009, which means that stocks have been running for 2002 trading days.

Marketing 52

Marketing Marketing Transportation Numbers 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investments Investing Government 130

The Irrelevant Investor

JANUARY 31, 2017

I believed this was due to the huge growth in hedge fund assets, with a corresponding expansion of statistical arbitrage programs." For all the talk of CalPERS and Harvard and investor redemptions, a recent CNBC article states that hedge funds just passed $3 trillion in assets for the first time ever , a 25 fold increase since 1997.

Assets 52

Assets Clients Numbers Investments 52

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Irrelevant Investor

JANUARY 5, 2021

tech in 2000, and more or less everything in 2007. He writes: The one reality that you can never change is that a higher-priced asset will produce a lower return than a lower-priced asset. It's hard to argue with Grantham when he says, "a higher-priced asset will produce a lower return than a lower-priced asset."

Valuation 52

Valuation Assets Marketing Marketing 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52