Darrow Wealth Management

JUNE 27, 2022

Between 2000 – 2009, the cumulative total return for the S&P 500 was negative 9.1% Since trying to time regime changes is very difficult in real time without the benefit of hindsight, there are reasons to consider allocating both U.S. equities to an asset allocation. Valuations. These bouts can be significant.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

Brown Advisory

DECEMBER 2, 2015

We work with clients to create—either in writing or verbally—a “mission statement” detailing how they want their assets to serve their well-being in coming decades. This includes articulating a policy with regard to investment risk tolerance, long-term goals, cash flow needs and sector diversification.

Taxes 52

Taxes Clients Estate Planning Compliance 52

The Big Picture

MARCH 12, 2024

And what we figured out in 2009, really when we started buying homes is that we made the bet that it, I mean, it wasn’t a very exotic bet, but we made the bet that the subprime mortgage market wasn’t coming back at all. And so, so starting in 2009, we, we, there was no flip market. So it’s very long dated capital.

Banking 143

Banking Investing Investments Marketing 143