Brown Advisory

SEPTEMBER 3, 2015

While the budget outlook for U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. The investors’ losses spotlight a pitfall in the $3.6 Moreover, emigration has reduced the population to about 3.5

Transportation 52

Transportation Economy Government Asset Allocation 52

Discipline Funds

NOVEMBER 17, 2023

according to Siegel (2014). And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. As of last month the budget deficit is 6% of GDP. The worst narrative in finance is this idea that stocks generate 10%+.

Financial Planner 115

Financial Planner Budgeting Taxes Retirement 115

Truemind Capital

OCTOBER 17, 2023

debt from AAA to AA+ on August 1, citing rising deficits, a broken budgeting process, and political brinksmanship—echoing S&P’s downgrade after the 2011 debt limit episode. We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. Fitch Ratings downgraded U.S.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

The Better Letter

JANUARY 26, 2024

2014 : “What concerns us beyond valuations is the full ensemble of overvalued, overbought, overbullish conditions.” percent in 2014; HSGFX declined 8.50 ” That may have been a perfectly appropriate asset allocation for Professor Markowitz, of course, but his thinking was far more fear-based than analytically driven.

Assets 105

Assets Valuation Marketing Marketing 105

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. They got here a little late.

Math 146

Math Marketing Marketing Engineering 146

The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? But a lot of the rally in the dollar, say, from 2014, to, you know, up until recently, I mean, a lot of that was just growth differentials, right? DUTTA: Right, exactly. So what does that tell you about underlying demand?

Economics 146

Economics Economy Marketing Marketing 146