Sara Grillo

APRIL 10, 2023

In addition to the CFP ® mark, he also earned the Chartered Financial Consultant (ChFC ® ) and Chartered Life Underwriter (CLU ® ) designations from the American College of Financial Services. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year.

Investing 52

Investing Investments CFP Financial Advisor 52

Tucker Advisors

SEPTEMBER 27, 2021

As Time reported in 2008, insurance companies on the whole placed only about 10 percent of their investments in real estate and mortgages, risk categories that inflicted significant losses to banks that were more heavily invested in them. Forbes; June 1, 2012 [link]. Its insurance division remained solvent and protected.

Insurance 52

Insurance Banking Financial Advisor Investing 52

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. 2011 : “[T]he expected return/risk profile of the stock market has shifted to hard-negative.” percent), HSGFX did worse (1.64

Assets 103

Assets Valuation Management Investing 103

The Big Picture

AUGUST 15, 2023

You still had 2012 to 2017 to finish the bet. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.

Management 130

Management Investing Investments Government 130

The Big Picture

APRIL 18, 2023

And the total AUM of our private equity business, AUM assets under management is roughly $80 billion, $90 billion. Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012. We find great management teams.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? 2012 Watson beat Casper off at chess. So IBM’s been involved in AI for 50 years.

Taxes 268

Taxes Banking Clients Management 268