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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines.

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Proactive, high-touch client experience: Communication and transparency.

SEI

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Overview Outsourced chief investment officer (OCIO) Proactive, high-touch client experience: Communication and transparency.

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

The top 10 weight today for the large value index (17.3%) is almost exactly half of its prior peak (34.5%) in late 2008. Data for Panel A and Panel B from 3/1/2008 12/31/2024. companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla.

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Are Bonds Safe During a Recession or Market Crash?

Darrow Wealth Management

But to illustrate the relative protection that bonds may be able to provide compared to stocks, heres what happened to the bond market in the 2008 great financial crisis and recession and 2020 market crash. The chart below shows what happened to fixed income (bonds) in 2008. Bond indices during the 2008 recession (gray).

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Strategy of the Week: The Peter Lynch P/E/Growth Investor Model

Validea

Lynch was also a gifted communicator. 26.9%) Bottom 3 Worst-Performing Years: 2008 : -33.6% (vs. During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% average annual return , nearly doubling the S&P 500s 15.8% over the same period. S&P 500 +23.5%) 2013 : +47.6% (vs.

Banking 80
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SPY vs. QQQ: Battle of the ETF Behemoths

Validea

Communication Services 9.6% 2008 Crisis -50.8% -49.7% This makes QQQ more susceptible to movements in a handful of mega-cap tech stocks. Sector Exposure Sector SPY QQQ Technology 32.9% Financials 13.9% Healthcare 9.6% Consumer Discretionary 10.8% SPY provides exposure across all sectors, including Financials, Energy, and Industrials.

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Multibagger to Multibegger: Stock crashes 99.8%, turning ₹1 lakh into ₹210; Check the stock now

Trade Brains

The Glory Days of Reliance Communications In the early 2000s, Reliance Communications , led by Anil Ambani, was a game-changer in India’s telecom industry. on January 11, 2008. By 2008, RCom was one of India’s top telecom players, and its stock price reflected this success. percent in just 2 years, surging from Rs.