The Big Picture

MARCH 10, 2023

Price stability and full employment seems to have taken a back seat to asset prices, discouraging speculation, and increasing Fed Chair “credibility.” Where the 2000s-era Fed ignored obvious recklessness among banks and leveraged asset managers, the current Fed seems to be overly concerned with asset prices and appearances.

Banking 342

Banking Assets Management Economy 342

The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. Catching the exact right moment when the crowd is mostly wrong goes against all of your instincts as a social primate.3 It’s utterly laughable. The less it matters, the easier it is to be bold and outside of the mainstream.4

Marketing 304

Marketing Marketing Math Retirement Planning 304

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Portfolio Investments 147

Validea

JUNE 2, 2025

At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin Dalio’s original concept. All Weather Portfolio: Asset Class Behavior Across Economic Regimes Asset Class Performs Well In Why It’s Included U.S. 2008 -0.4% -21.0%

Portfolio 52

Portfolio Investing Investments Economics 52

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investments Investing Numbers 119

The Big Picture

MARCH 6, 2025

And the reason it’s that is because part of buying a house is a financial asset. You’ve said you’ve turned 180 degrees on the inflation target questions since your initial thoughts in 2012. Okay, so in 2012 th there had been vague targets. In 2012, I believe, is when the Fed officially said, where you have a 2.0%

Economy 162

Economy Economics Food Banking 162

Mish Talk

DECEMBER 19, 2022

In March of 2009, the Fed suspended mark-to-market accounting of bank assets. On 26 July 2012, the President of the European Central Bank, Mario Draghi, delivered a speech at a conference in London that brought a crucial turnaround in the euro crisis. The stock market took off and so did gold. The Fed launched QE and so did the ECB.

Banking 187

Banking Accounting Marketing Marketing 187

Validea

OCTOBER 19, 2022

But investors may still want to consider layering in various other asset classes to help protect from this unexpected risk in the future. Take Apple as an example, in late 2011/early 2012, the stock traded at a P/E of 10. With future stock returns higher than they were at the start of the year and the U.S Source: [link]. Tool: [link].

Investing 128

Investing Investments Valuation Portfolio 128

Harness Wealth

APRIL 30, 2025

of individuals earning $10 million or more audited by the IRS between 2012 and 2020. Foreign accounts Failure to report foreign bank accounts, financial assets, or income can result in severe penalties and trigger an audit. As a result, the IRS will pay closer attention.

Compliance 52

Compliance Taxes Accounting Consulting 52

Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. Ten years is a reasonable time period but someone who bought in 2012 based on the previous ten years really got left behind.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Random Roger's Retirement Planning

OCTOBER 19, 2023

Here's the latest about Harvard from Bloomberg that included this chart of the asset allocation. It's not that someone could not copy the asset class exposure, just that the return streams would not look the same and often, various forms of sophistication replication does not really work in fund form. Is my opinion incorrect though?

Asset Allocation 73

Asset Allocation Portfolio Assets Accounting 73

Trade Brains

SEPTEMBER 19, 2023

Decentralised exchanges are autonomous bodies that work on distributed ledger concepts where users control their digital assets with more privacy. Top Cryptocurrency Exchanges #4 – Coinbase Coinbase is a crypto trading and investing platform established in June 2012 where users can buy, sell, trade and store cryptocurrencies.

Marketing 116

Marketing Marketing Accounting Engineering 116

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Assets 162

Assets Investments Investing Valuation 162

Validea

SEPTEMBER 23, 2022

Members of Congress are now required to disclose any trades of more than $1000 within 45 days, and while there have been proposals to update the 2012 law that governs financial disclosures, nothing has been passed. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Highest Rated Warren Buffett Stocks.

Planning 59

Planning Portfolio Management Portfolio Government 59

The Irrelevant Investor

JUNE 22, 2022

There's a reason why index funds have more than $10 trillion in assets. Facebook came public in 2012 and was one of the biggest winners of the next decade, peaking at a market cap of $1.078 trillion. Since coming public in the summer of 2012, Facebook has underperformed the Nasdaq 100. This blew my mind.

Assets 52

Assets Marketing Marketing Investments 52

Random Roger's Retirement Planning

AUGUST 1, 2022

Ages ago I wrote a couple of posts about Boston University professor Zvi Bodie and his belief that stocks actually get riskier the longer you hold them and his belief in allocating a lot to TIPS, with just a little allocated to risk assets. Here's a link from me from 2012.

Portfolio 75

Portfolio Retirement Assets Financial Planning 75

Darrow Wealth Management

AUGUST 29, 2022

Investors process the data, including bad news, and assets get repriced accordingly. However, between 2012 – 2021, the Nasdaq outperformed the S&P 500 by nearly 5.4% In the financial markets, the most extreme volatility is typically driven by bouts of uncertainty. Headlines vs returns. per year on average.¹.

Investments 105

Investments Investing CFP Wealth Management 105

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund are different from traditional investments and refers to privately pooled investment funds, that invest in alternative asset classes like hedge funds, private equity, venture capital, real estate, commodities, and other investment types. Alternative Investment Fund What is an Alternative Investment Fund?

Taxes 64

Taxes Investments Investing Retail 64

Discipline Funds

JUNE 27, 2023

Back in 2012 I wrote a short piece about how the ETF world was in the very early stages of eating up the mutual fund world. At that time the ETF world had just 12% of the share of the fund world’s assets (chart via Ben Johnson ). Since then the ETF trend has continued and as of May 2023 the total ETF share is 29%.

Retirement Planning 52

Retirement Planning Retirement Engineering Marketing 52

eMoney Advisor

DECEMBER 15, 2022

That’s because the advisors expected to retire control 40 percent of total industry assets, or roughly $10.4 Compensation for financial advisors can be challenging to calculate, especially because of the widespread model of being paid based on assets under management, which can fluctuate with the markets. Examining Median Pay.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Trade Brains

SEPTEMBER 28, 2023

Capacit’e Infraprojects Limited (Capacit’e), one of the top and most reliable companies in the construction sector, where leading real estate and governmental organizations in the nation use the project design, construction, and management services provided by Capacit’e Infra, which was founded in 2012.

Portfolio Analysis 115

Portfolio Analysis Portfolio Banking Government 115

Validea

OCTOBER 5, 2022

12/31/2012 2.0% 12/31/2012 29.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/29/2006 1.2% 12/31/2007 1.0%

CFP 59

CFP Valuation Economy Assets 59

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Economy 59

Economy Electronics CFP Government 59

Carson Wealth

MAY 9, 2024

Led by Managing Director, Partner and Wealth Advisor, Scott Ford RFC ® , the full-service financial planning firm focuses on serving entrepreneurs and manages $840 million in assets. Then, in 2012, when Carson first launched its partner network, Ford was the very first partner to join.

Clients 52

Clients Wealth Advisor Wealth Management Financial Planning 52

Good Financial Cents

DECEMBER 22, 2022

2012: 13.41%. Note that Fundrise requires a 0.15% annual advisory fee and an annual asset management fee of up to 0.85%. This asset class comes in many forms, including the website you’re reading. Assets and land sold in the metaverse. Here’s how this index performed in previous years: 2021: 26.89%.

Investments 108

Investments Investing Risk Tolerance Accounting 108

Brown Advisory

JUNE 26, 2018

The deal initially included provisions limiting bondholders’ recourse to asset sale proceeds, very liberal secured financing capacity, and essentially unlimited dividend capacity, although it should be noted that creditor pushback resulted in key amendments that strengthened the covenant package.

Distribution 52

Distribution Assets Clients Sales 52

Brown Advisory

JUNE 26, 2018

The deal initially included provisions limiting bondholders’ recourse to asset sale proceeds, very liberal secured financing capacity, and essentially unlimited dividend capacity, although it should be noted that creditor pushback resulted in key amendments that strengthened the covenant package. Letting Go of the Reins.

Distribution 52

Distribution Assets Clients Sales 52

SEI

AUGUST 2, 2022

Discussions covered a range of topics, including foundation operations, inflation and return expectations, processes for unspent distributions, asset allocation changes, and governance findings. Use of an OCIO has almost doubled in 10 years, from 32% in 2012 to 63% currently. 78% oversee special events (vs. 47% of $100-500M).

Asset Allocation 52

Asset Allocation Budgeting Nonprofit Education 52

Investment Writing

NOVEMBER 20, 2024

Use the Oracle of Omaha When I push for plain language, sometimes my asset manager clients say they’re worried they’ll be seen as “dumb.” He admits that the firm’s 2012 gains were “subpar.” I have made some updates and additions. ” That’s not justified.

Compliance 52

Compliance Communication Assets Investments 52

Brown Advisory

AUGUST 20, 2018

These four companies are traditionally viewed as “asset-light” business models, but more recently their capital expenditures have skyrocketed. For now, we see the growth in cap ex at these firms in a positive light, because the assets they are building are, in our view, essential components of their long-term competitive moats.

Assets 52

Assets Clients Investments Investing 52

Brown Advisory

AUGUST 20, 2018

These four companies are traditionally viewed as “asset-light” business models, but more recently their capital expenditures have skyrocketed. For now, we see the growth in cap ex at these firms in a positive light, because the assets they are building are, in our view, essential components of their long-term competitive moats.

Assets 52

Assets Clients Investments Investing 52

The Richer Geek

DECEMBER 15, 2021

And that changes the price dramatically” “What we real estate prices begin to go up and we saw the stock market begin to go up and here's the trick is printing money creates inflation, the problem but the issue is it doesn't create consumer price inflation, it creates asset price inflation.

Investing 52

Investing Investments Assets Banking 52

Brown Advisory

JUNE 11, 2018

In 2012, these lenders controlled nearly 90% of the subprime market, and since then they have kept a lid on default and delinquency rates. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Subprime auto is no different.

Clients 52

Clients Investments Investing Assets 52

The Irrelevant Investor

JANUARY 5, 2021

2012- Jeremy Grantham Warns 2013 Will Be A Dangerous Year For Stocks 2013- Much of everything else is once again brutally overpriced 2014- Big stock bubble will end badly in 2016 2015- GMO founder Grantham says markets ‘ripe for major decline’ in 2016 Okay, you get the point. You can’t have your cake and eat it.

Valuation 52

Valuation Assets Marketing Marketing 52

Trade Brains

SEPTEMBER 6, 2023

EMS IPO Review – About The Company EMS Limited previously known as EMS Infracon, incorporated in 2012, is engaged in the business of providing water and wastewater collection, treatment, and disposal services. The recently built Asset Monetization Pipeline will also monetize roughly ₹1,600 billion through highways.

Engineering 59

Engineering Government Budgeting Transportation 59

Trade Brains

JANUARY 24, 2024

It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. It was listed on Indian exchanges in 2004 and changed its name to Cigniti in 2012. The Company was founded by Mr. C V Subramanyam in 1998.

Insurance 59

Insurance Clients Engineering Management 59

Good Financial Cents

OCTOBER 20, 2022

This Fundrise competitor has also been around since 2012, and the company allows members to invest in well-leased properties. Yieldstreet is an alternate investment platform that gives investors access to many unique asset classes. The fees depend on the type of asset class that you’re investing in. RealtyMogul. Yieldstreet.

Investments 72

Investments Investing Portfolio Management 72