The Big Picture

MAY 5, 2023

From the perspective of an asset management and financial planning firm, the challenge is getting people to ignore the day-to-day noise in favor of thinking about where prices will be a decade hence. Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nerd's Eye View

MAY 15, 2024

In practice, the DoL's Final Rule means that financial advisers who advise clients about rolling over assets from an employee retirement account like a 401(k) plan into an IRA are now subject to ERISA fiduciary obligations.

Retirement 246

Retirement Commission Banking Financial Advising 246

Wealth Management

JUNE 10, 2025

In this episode of the RIA Edge Podcast, Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning, which have far more profound impacts on client outcomes than marginal tweaks to an allocation model or changes in asset managers and investment funds.

Wealth Management 139

Wealth Management Marketing Marketing Tax Planning 139

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

MAY 28, 2023

The commingling of these funds put client assets at risk by obscuring their whereabouts. Bryant was named 2016 American Banker ‘Innovator of the Year,’ He has been an advisor to the last three sitting U.S. But that became mainstream and influenced politicians at the highest levels. ( regulators said. presidents.

Accounting 299

Accounting Medical Numbers Assets 299

The Big Picture

JUNE 24, 2023

You need an understanding of how the different asset classes behave from a risk and reward perspective. Britons who want to rejoin EU at highest levels since 2016, survey finds Source: Guardian Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this.

Math 268

Math Advertising Financial Advice Assets 268

The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners.

Portfolio Management 173

Portfolio Management Portfolio Assets Banking 173

Mish Talk

DECEMBER 13, 2022

Q: Are any of the crypto exchanges using blockchain to keep track of assets? Blockchain's big promise was record keeping. FTX kept no records, of anything. A: No The crypto exchanges use paper ledgers or in the case of FTX, nothing at all for recording client funds. What a hoot!

Electronics 189

Electronics Distribution Government Assets 189

The Big Picture

MARCH 9, 2023

MiB: Women in Finance Dominique Mielle, Canyon Capital ( coming March 24, 2023) Maria Vassalou, Goldman Sachs Asset Management March 4, 2023 Jennifer Grancio, Engine No. economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P.

Wealth Management 162

Wealth Management Banking Management Investments 162

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

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016 achen Mon, 09/12/2016 - 07:07 In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

SEPTEMBER 12, 2016

Sustainable Investing Special Edition September 2016. Mon, 09/12/2016 - 07:07. By screening their portfolios, investors align their assets with their values and gain greater confidence in their long-term investment plans. By Michael D. Hankin, Chief Executive Officer ? Hankin, Chief Executive Officer ?

Investments 52

Investments Investing Portfolio Management Portfolio 52

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

The Big Picture

DECEMBER 16, 2022

The Wealth Effect : Jay Powell seems to be targeting assets prices, despite equities not being part of the dual mandate. Wealth Effect is a Bad Correlation Fantasy (April 25, 2016). Owners Equivalent Rent is the largest portion of the CPI Services sector. Behind the Curve, Part V (November 3, 2022).

Economics 312

Economics Banking Marketing Marketing 312

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investments 52

Investments Investing Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Taylor Graff, Head of Asset Allocation Research and Ed Chadwyck-Healey, Head of International Private Clients ? Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.

Investments 52

Investments Investing Asset Allocation Marketing 52

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

The Big Picture

AUGUST 28, 2024

His 2016 article “ How the Vanguard Effect Adds Up to $1 Trillion ” shocked the investment community. He has been covering the investing industry for nearly 2 decades. He is the author of The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions.

Assets 173

Assets Numbers Investing Investments 173

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 Chicago Financial Planner

JUNE 13, 2022

Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. As Aaron Rodgers told the fans in Green Bay after the Packers bad start in 2016, relax. You should continue to monitor your portfolio and make these types of adjustments as needed.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 5, 2022

Quoted in a Wall Street Journal article before the 2016 game, respected Wall Street analyst Robert Stoval said, “There is no intellectual backing for this sort of thing, except that it works.”. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Some notable misses for the indicator include: St.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Random Roger's Retirement Planning

OCTOBER 25, 2022

Both are multi-asset but PRPFX obviously allocates to precious metals and where you see the two funds diverge, those divergences coincide with big moves in gold. Then from about 2013 to 2016, gold struggled and so too did PRPFX. The ten year numbers are awful for PRPFX because gold went down for about 4 years from 2013-2016.

Portfolio 95

Portfolio Retail Accounting Numbers 95

Harness Wealth

APRIL 15, 2025

Find Your Wealth Advisor at Harness How Net Worth Is Changing in America From 2016 to 2022, the median U.S. According to Federal Reserve data , younger households are just beginning to build assets, while older households have had more time to accumulate and grow wealth. That shift may now be reversing.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 52

The Big Picture

JANUARY 27, 2024

political-media-industrial-complex : The silver lining of terrible media coverage of the 2024 elections: “Traffic to political coverage on digital news sites is down compared to the 2020 and 2016 presidential primaries. The digital investment advisor manages over $40 billion in assets for 800,000 clients.

Advertising 147

Advertising Media Food Investment Advisor 147

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. © 2016 Morningstar, Inc.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. Fri, 10/28/2016 - 11:25. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. S&P 500® sector characteristics using GICS Level 1 Sectors, as of 09/30/2016.

Asset Allocation 52

Asset Allocation Assets Valuation Banking 52

Validea

NOVEMBER 1, 2022

Without those lending resources, Guo has had to sell off many of his highly-prized assets at a discount, such as a 2% stake in Fosun Tourism, which owns Club Med, and its entire 60% stake in Nanjing Iron & Steel for $2.2 The post China’s “Warren Buffett” Rushes To Sell Assets appeared first on Validea's Guru Investor Blog.

Assets 52

Assets Insurance Retail Government 52

Mish Talk

DECEMBER 19, 2022

In March of 2009, the Fed suspended mark-to-market accounting of bank assets. In 2016 the Fed and ECB were both engaging in more QE and sovereign yields went negative in Europe and Japan. Gold took off thanks to Fed stimulus that culminated in a housing bubble and bust. Gold, like everything else sold off hard in that bust.

Banking 187

Banking Accounting Marketing Marketing 187

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Assets 89

Random Roger's Retirement Planning

JUNE 26, 2024

I stumbled into an old podcast from Resolve Asset Management that looked at the lack of differentiation from most factors and how to seek out "orthogonality" to get better diversification. In the 11 full and partial years we can see that Portfolio 2 lagged by a lot in 2016 and 2020.

Portfolio 95

Portfolio Management Numbers Taxes 95

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. Furthermore, it claims 59% in currency derivatives and 79% in interest rate derivatives in India, as of 2016.

Compliance 90

Compliance Banking Management Marketing 90

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. Gold was mostly in a downtrend from mid-2011 to early 2016.

Asset Allocation 75

Asset Allocation Portfolio Assets Numbers 75

Advisor Perspectives

MAY 3, 2023

Helios was founded in 2016 with the goal of equipping advisors with new and relevant tools that could drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley.

Assets 52

Assets Clients Management 52

The Big Picture

FEBRUARY 19, 2024

The same is true for whatever your approach is to managing your assets – it has to be good enough to achieve your objectives, but not so time-consuming, emotionally draining, and anxiety-inducing that it interferes with your ability to enjoy your life. Even God Would Get Fired as an Active Investor Wes Gray Alpha Architect Feb 2, 2016 3.

Investing 130

Investing Investments Portfolio Economy 130

Darrow Wealth Management

JULY 1, 2024

In 2016, it’s widely expected that the 2017 tax laws will revert. Optimize your investments with asset location If investors haven’t already been working to optimize their tax situation with asset location, now is the time. Due to the tax code changes, they estimate this figure fell to 200,000 in 2018.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Trade Brains

FEBRUARY 9, 2024

What pushed both companies to come together was the entry of Reliance Jio in the Indian market in 2016. Reliance Jio, launched in 2016, revolutionized the industry by offering affordable data plans and free voice calls, causing a seismic shift in consumer preferences. lakh crore.

Marketing 111

Marketing Marketing Government Assets 111

Trade Brains

NOVEMBER 4, 2023

More specifically, tradetron tech allows the user to trade in multiple asset classes like equities, forex, F&O, etc across multiple exchanges like NSE, NASDAQ, Bitcoin Exchanges, etc. Order management facility to keep track of different orders across multiple asset classes Access to live technical charts to facilitate algo trading.

Assets 111

Assets Planning Financial Market Retail 111