Walkner Condon Financial Advisors

FEBRUARY 6, 2024

jigawatts of investing power (and volatility)! The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. large cap stocks in 2003-2007 and underperformance in 2019-2023. Sounds unstoppable, right? large caps and ignoring foreign stocks entirely.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun.

Valuation 130

Valuation Investing Investments Assets 130

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. Well, what’s that’s set us up for is actually, I haven’t seen the bond market look this good probably since about 2007 or so. The post Bell Webinar: 2022 Market Review & 2023 Outlook appeared first on Bell Investment Advisors.

Marketing 52

Marketing Marketing Investing Investments 52

James Hendries

NOVEMBER 15, 2022

Since then, value has outperformed growth for the longest sustained period since 2003–2007. The monetary factor is the factor we are focused on, as the two periods of sustained value outperformance in the last 20 years (now, and 2003-2007) coincide with the last two periods when both market interest rates (measured by the 10-year U.S.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Outside of the pandemic, the rate of sales were close to sales rates in 2007 and 2008, when the economy was in the depths of a housing crisis [Figure 3]. Regional differences are profound.

Marketing 98

Marketing Marketing Sales Economy 98

The Big Picture

JULY 11, 2023

So this is a simple CRM system that’s just for the business of being a financial advisor. And if we can build that relationship with that advisor, then we feel like we can be a stickier partner. RITHOLTZ: How important is the registered investment advisor, the RIA space to Franklin Templeton.

Management 213

Management Investing Investments Assets 213

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52