2009 Portfolio Management Retirement 
The Big Picture
JANUARY 21, 2025
And then on top of that, of course we ran straight into the 2008, 2009 great recession. And by the summer of 2009, they’d pulled the plug on this venture and suddenly, you know, I’ve thrown away my journalism career to join Citigroup. I realized I had enough to retire if I wanted to. You know this as well as I do.
The Big Picture
APRIL 29, 2025
00:08:50 [Speaker Changed] So how do you go from Altus to ING investing management? 00:08:57 [Speaker Changed] Well, in 2003, ING acquired Aetna’s financial businesses, and that was the life insurance, retirement and asset management businesses. 00:14:50 [Speaker Changed] Yeah, it was about the middle of 2009.
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The Big Picture
APRIL 8, 2025
We’re serving family offices, we’re serving institutions, we’ve done acquisitions in, in the stock plan businesses, in the retirement businesses. They want a financial plan, they want some advice, they want to think about whether it’s saving for a home or college or, or retirement. I do not believe that.
Wealth Management
JULY 15, 2025
Diversification is SO Back Diversification is SO Back The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again. Since 2009 there were long periods of time when the 10-year Treasury yield was below 2%. Is a Roth Conversion Worth It for All Clients?
Good Financial Cents
JUNE 11, 2023
In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. This is an excellent tool since most 401(k) plans don’t, any kind of investment management advice. The idea of wealth management means you need to have wealth to manage.
Brown Advisory
DECEMBER 2, 2015
In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.
The Big Picture
DECEMBER 6, 2022
It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. I mean, one of our first ETF was our China Consumer ETF that we launched in 2009.
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