Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Economic growth in the U.S. Midyear Planning Tools for 2016.

Planning 52

Planning Taxes Assets Clients 52

Sara Grillo

AUGUST 26, 2024

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Carson Wealth

NOVEMBER 14, 2023

has the world’s deepest and most liquid financial markets, thanks to the following: The size of the U.S. That’s up from 56% in 2012. The Global Economic Model Is unlikely to Shift The Chinese could decide they don’t want extra dollars. economy The strength of the U.S. Network effects can be extremely hard to dislodge.

Economy 52

Economy Government Banking Economics 52

The Better Letter

JANUARY 19, 2023

More importantly, perhaps, the past 12 months have marked a generational shift for financial markets as the Fed repeatedly raised interest rates to try to contain the worst inflation in four decades. Foreign equities were not immune to macro headwinds driven by the difficulties in the American markets. percent from 2012 to 2021.

Banking 86

Banking Economy Marketing Marketing 86

The Big Picture

JULY 24, 2023

So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. 10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. In 2012 Facebook went public, the IPO flopped.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

APRIL 10, 2023

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

Investments 52

Investments Investing CFP License 52

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. If SS O F R is five plus percent, what do the private credit markets look like for a reasonable borrower, reasonable corporate borrower?

Banking 130

Banking Investments Investing Clients 130

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Instead, after the Great Financial Crisis of 2008, we entered a period of ultra-low interest rates from which we are only now emerging. The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012.

Economy 118

Economy Economics CFP Marketing 118

Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. About Scott Salaske.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. I mean, we had a global pandemic, a complete shutdown of global economic activity.

Numbers 147

Numbers Banking Marketing Management 147

The Big Picture

DECEMBER 26, 2023

I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets. It’s either 2012 or 16. We made comparisons with the Eurozone crisis in 2012, very similar to that.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. RITHOLTZ: Of course. RITHOLTZ: Yup.

Economics 147

Economics Economy Marketing Marketing 147