The Big Picture

AUGUST 17, 2022

But that is not the same as becoming one of the most dominant asset managers in the world. Previously : Don’t Blame Morningstar for Our Own Shortcomings (October 26, 2017). For sure, ETF and fund fees compound over time, and whether or not they are passive or actively managed doesn’t matter. Russel Kinnel. Morningstar, August 9, 2010.

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Taxes Portfolio Management Investing 334

The Big Picture

OCTOBER 28, 2023

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2 trillion in client assets. Here on Earth, there was a 1.7 second signal arrival delay.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

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

JANUARY 15, 2025

At the Money: Lessons in Allocating to Alternative Asset Classes. Investors have lots of questions when allocating to these asset classes: How much capital do you need? How should investors approach these asset classes? He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name.

Portfolio 147

Portfolio Assets Investing Investments 147

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 Management 173

Calculated Risk

DECEMBER 26, 2022

However, it seems unlikely that inventory will be back up to the 2017 - 2019 levels. As expected, inventory hit new record lows early in 2022, and is finishing the year up significantly year-over-year - but not close to the 2017 - 2019 levels. Inventory is always something to watch!" This was correct. If so, how many times?

Economics 285

Economics Sales Banking Economy 285

Nerd's Eye View

APRIL 5, 2023

For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M

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Estate Planning Planning Taxes Clients 246

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

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 Investing 162

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 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

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) Here we are five years later, and while the idea + ticker are still great, the fund shut down due to lack of interest. for pennies on the dollar. appeared first on The Big Picture.

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Distribution Retirement Retirement Planning Taxes 325

Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Plan for the Expiration of TJCA 2017 The biggest change to the Tax Cuts and Jobs Act of 2017 is that the gift and state tax exemption amounts will revert to the 2017 level of $5 million plus inflation adjustments for 10 years.

Planning 143

Planning Retirement Planning Taxes Insurance 143

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

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.

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Assets Investing Investments Numbers 119

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

NOVEMBER 20, 2023

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. Oct 31, 2023) 4.

Taxes 195

Taxes Portfolio Investing Investments 195

Yardley Wealth Management

JUNE 11, 2025

In fact, since the early 1980s, there has been a greater than 5 percent drawdown in the S&P 500 Index every year but two (1995 and 2017)! 8 Asset allocation is an approach to help manage investment risk but it does not guarantee against investment loss. Going back to 1985, nine different asset classes have performed best in a year.

Investing 52

Investing Investments Portfolio Wealth Management 52

Cordant Wealth Partners

NOVEMBER 18, 2024

You can donate appreciated assets to your DAF, avoiding capital gains taxes and further lowering your tax bill. The donor receives a tax deduction in the year the contribution is made, and the donated assets continue to grow tax-free in the account until the donor gifts them to the qualified charities of their choice.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Darrow Wealth Management

JANUARY 13, 2025

The 2017 tax reform limited the mortgage interest deduction to loans up to $750,000 for all mortgages issued after 12/15/17. Get a securities-backed line of credit A securities-backed line of credit (SBLOC) or asset-based line of credit is essentially a bridge loan from your investment account. Closing costs.

Taxes 105

Taxes Sales Portfolio Accounting 105

The Big Picture

SEPTEMBER 18, 2023

The Guardian ) Be sure to check out our Masters in Business interview this weekend with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management. The Massachusetts senator explains why we need an FCC for Big Tech. (

Startup 130

Startup Government Retirement Investing 130

Nationwide Financial

AUGUST 29, 2022

The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. This means if Congress does nothing, we will revert to 2017 tax rules for the 2026 tax year. If the TCJA sunsets, the 2017 tax brackets will have to be indexed from 2017 numbers.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. The Tax Cuts and Jobs Act (TCJA) of 2017 was a sweeping overhaul of the U.S. How will the 2026 tax brackets be affected if the TCJA expires? million per person to pre-TCJA levels (likely under $5 million).

Taxes 52

Taxes Clients Insurance Distribution 52

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. I took the above picture in 2017. Bill Bengen, known for deriving the 4% rule sat for a podcast with Sam Dogen , a well known FIRE proponent and blogger. Listen to the podcast. Get ready to be very surprised.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment? Thu, 11/08/2018 - 09:35.

Assets 52

Assets Portfolio Investing Investments 52

Harness Wealth

JANUARY 10, 2025

Internal Revenue Code (IRC) allows businesses to deduct the full purchase price of certain depreciable assets, including vehicles, in the year of purchase rather than depreciating them over time. Cryptocurrency may be a relatively new way to earn or trade money, however, the IRS has clear rules that apply to digital assets.

Taxes 52

Taxes Assets Media Education 52

Harness Wealth

APRIL 16, 2025

Different acquisition structures (asset vs. stock) create distinct tax implications, requiring careful analysis to balance immediate tax impacts against long-term financial benefits. Asset deals In asset deals, purchase price allocation among asset categories is crucial, as each has its own tax implications.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It commenced operations on 1 February 2017. Ujjivan SFB is majorly into micro banking, providing small credit facilities with an asset base of 17,401 Cr.

Banking 126

Banking Assets Accounting License 126

Trade Brains

SEPTEMBER 19, 2023

Decentralised exchanges are autonomous bodies that work on distributed ledger concepts where users control their digital assets with more privacy. Top Cryptocurrency Exchanges #2 – BitForex BitForex is a Hong Kong-based centralised cryptocurrency exchange founded in 2017.

Marketing 116

Marketing Marketing Accounting Engineering 116

The Big Picture

MAY 27, 2025

He sold the company in 2017 or so for about seven and a half billion dollars. And but to be, to be clear, I sold Panera in 2017 and have not had anything to do with it since then. billion, literally in 2017. And I, I looked at her and I said, you know what, if I had any guts, I’d monetize every asset we have.

Food 130

Food Numbers Investing Investments 130

Harness Wealth

APRIL 16, 2025

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

Clients 98

Clients Insurance Financial Advisor Assets 98

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

Financial Services 105

Financial Services Banking Assets Management 105

Random Roger's Retirement Planning

JUNE 18, 2025

Dusting off an old one, quick, without looking, what did the S&P 500 do in 2017 and did you outperform or lag? Most of their funds they said offer a very basic asset class with an alternative added on top. Here's the one thing, with regard to portfolio outcomes, that matters most.

Portfolio 52

Portfolio Clients Retail Taxes 52

The Irrelevant Investor

JUNE 24, 2019

Let's say there was an asset that you thought had the potential to do really well. We're going to use Bitcoin as an example, which began its meteoric ascent in 2017. Just a 5% position in Bitcoin at the beginning of 2017 helped this hypothetical portfolio grow to an ending amount that was 40% more than a 60/40 portfolio alone.

Portfolio 52

Portfolio Numbers Assets Investing 52

Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue. Consequently, it wasnt unheard of for employees to decline equity compensation altogether because the tax risk was too great.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52