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Fed's Flow of Funds: Household Net Worth Decreased $1.6 Trillion in Q1

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP. Mortgage debt is up $2.78

Nonprofit 162
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Lawler: Federal Reserve Earnings Still Running Negative; No Remittances to Treasury for a While

Calculated Risk

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. release, and is available in the FRED database.

Assets 162
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Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management.

Taxes 147
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What Are the Best Asset Classes for Active Management?

Wealth Management

What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.

Assets 137
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Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization

Nerd's Eye View

For many financial advisors, a core part of the retirement planning process involves simulating whether the client's assets will last through retirement. That emotional connection supports confidence and increases the likelihood that the client will stick with their plan and stay committed through both good markets and bad.

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Fed's Flow of Funds: Household Net Worth Increased $0.2 Trillion in Q4

Calculated Risk

This includes real estate and financial assets (stocks, bonds, pension reserves, deposits, etc.) Household percent equity (as measured by the Fed) collapsed when house prices fell sharply in 2007 and 2008. The third graph shows household real estate assets and mortgage debt as a percent of GDP. in Q3, 2024. in Q3, 2024.

Nonprofit 162
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#FASuccess Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About, With David Bahnsen

Nerd's Eye View

billion in assets under management for 1,800 client households. David is the founder of The Bahnsen Group, an RIA based in Newport Beach, California, that oversees approximately $7.5

Clients 162