Wealth Management

JUNE 20, 2025

Prior to his six years with WM , Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. now Pontera).

Wealth Management 177

Wealth Management Management Financial Advisor Clients 177

Wealth Management

JUNE 20, 2025

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest). now Pontera).

Wealth Management 137

Wealth Management Management Financial Advisor Estate Planning 137

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. Happy Retirement, Paul! RELX earned 16 percent, but the other three did poorly. ” There are 46 iterations of iPhone and about 1.4

Management 106

Management Marketing Marketing Economics 106

Random Roger's Retirement Planning

JANUARY 22, 2024

There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts. Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines.

Portfolio 75

Portfolio Accounting Clients Portfolio Management 75

Random Roger's Retirement Planning

AUGUST 12, 2024

Or you could look at the 2007 high which was within a few points of the 2000 high and say it took 12 years to double. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. From the high in 1968, it took 18 years to double which is a very long time of course.

Asset Allocation 52

Asset Allocation Portfolio Portfolio Management Assets 52

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Assets Investing Investments 130

The Irrelevant Investor

JANUARY 19, 2019

Walter Cabot, the new portfolio manager, wrote: Times change. Portfolio managers would no longer rapidly trade these growth stocks, instead they would invest in blue chips like IBM and Disney, and no price was too rich. With people living longer than ever, we need to expect and be prepared to fund a long retirement.

Assets 52

Assets Management Investing Investments 52