Remove 2008 Remove Assets Remove Economy Remove Ethics
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Bubbles and Crises: Twenty Years of Lessons Learned

Brown Advisory

We covered a lot of ground in a freewheeling conversation, but one question he asked me really got my attention: “What are the most important lessons you learned from managing through the technology bubble in 2000-01 and the financial crisis of 2008-09?”

Clients 52
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Bubbles and Crises: Twenty Years of Lessons Learned

Brown Advisory

We covered a lot of ground in a freewheeling conversation, but one question he asked me really got my attention: “What are the most important lessons you learned from managing through the technology bubble in 2000-01 and the financial crisis of 2008-09?”. LESSONS FROM 2008. Great Companies Survive.

Clients 52
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. billion in client assets. Ron Carson…need we say more?

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Transcript: Kathleen McCarthy

The Big Picture

She and her team manages over $565 billion in real estate assets. MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right?

Assets 157
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Transcript: Eric Balchunas

The Big Picture

That’s how good the economy was. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. Although he was a very loud prominent voice, but the assets really weren’t there until ….

Assets 167
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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

Clients 157
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March Madness: Final Four Investing Bracket 2023 

Dear Mr. Market

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. It first has to fend off #10 Turkey ( TUR ) whose economy is already vulnerable but also having to recover from a pair of massive 7.8 earthquakes.