The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. My colleague Eric Unis wrote a column called the Vanguard Effect way back in 2016. Vanguard had to be a really interesting place. What was it like during that period?

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Clients Investing Investments Management 130

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts.

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The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. Before that, 2016, the energy crisis, same. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, my extra special guest is Dominique Mielle. But it was not a liquidity issue. ’08

Assets 285

Assets Investing Investments Management 285

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. Swedroe cites a study by Greg Richey from the Summer 2016 issue of The Journal of Investing. 2016, May). 2016, July 25). link] Richey, Greg.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

AUGUST 20, 2024

And if I’m gonna run through that language and, and help explain it, the single biggest contributor to that research was actually a 2016 paper by Lace Peterson, an A QR brilliant individual who wrote a paper called Sharpening the Arithmetic of Active Management. I’m gonna hold it in my portfolio. It goes so far.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The millennials started doing that in 2016. We’re suddenly realizing that early retirements wasn’t a thing and you know, people are coming back to the labor force. Like you know….

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. About John “JR” Robinson.

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CFP Financial Advisor Financial Planner Ethics 59

The Better Letter

JANUARY 2, 2025

William Priest, chairman, co-chief investment officer, and a portfolio manager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. When Sam Bankman-Fried was at Jane Street Capital (before he became famous for FTX and convicted of fraud), he built a system to get the 2016 U.S.

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Management Marketing Marketing Economics 103