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 271

Wealth Management Financial Services Banking Management 271

The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. The firm can go decades where they don’t talk about value (Post-GFC to 2017), because most everything else they do was working. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management.

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The Big Picture

APRIL 11, 2024

They slowly accumulated some assets, but hardly moved the needle on Wall Street. It is not a coincidence that following the GFC, Vanguard and Blackrock soon crossed a trillion dollars in assets, then doubled in size, then doubled again. And even still, fund fees and taxes remained a major cost element.

Commission 350

Commission Taxes Management Electronics 350

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 154

Wealth Management Management Engineering Investing 154

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 Retirement 143

The Big Picture

SEPTEMBER 15, 2023

New York Times ) 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. ( BBC ) • Kevin McCarthy Dares GOP Critics to Try to Oust Him : House speaker is working to avert a government shutdown.

Wealth Management 257

Wealth Management Management Investing Investments 257

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 330

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 173

Management Medical Portfolio Management Economics 173

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

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Marketing Marketing Math Retirement Planning 296

The Big Picture

MARCH 12, 2023

Vehicles burning gas and diesel are unlikely to ever get back to the level reached in 2017 Source: Bloomberg Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this. An Idaho community college may never be the same. ( The post 10 Sunday Reads appeared first on The Big Picture.

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Media Government Assets Investing 242

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

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 227

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 327

Medicine Numbers Food Insurance 327

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 187

Taxes Portfolio Investing Investments 187

Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

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Government Assets Compliance Transportation 59

The Big Picture

AUGUST 8, 2023

I am not sure there are a lot of reliable and confidence-inspiring signals in these charts. 60 Years of Uncertainty Hites Ahir, Nicholas Bloom, Davide Furceri IMF, March 2020 _ 1.

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Distribution Economics Communication Media 246

Random Roger's Retirement Planning

APRIL 4, 2024

Along the lines of Taleb's barbell strategy of getting most of a portfolio's return from a narrow slice of the portfolio and putting the rest in very conservative holdings, I wanted to model in Daffy's 5-10% weighting idea to try to get a market equaling result with just a small allocation to risk assets.

Portfolio 83

Portfolio Assets Taxes Investing 83

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

Steve Sanduski

NOVEMBER 21, 2023

Guest: Eric Becker , the Co-Founder and Co-Chairman of Cresset Capital Management, an award-winning multi-family office with over $40 billion in assets under management. In a Nutshell: When your clients are facing a moment of truth at those intersections of life and money, are you their first call?

Clients 59

Clients Management Assets Marketing 59

Validea

AUGUST 5, 2022

With managers charging 1% of the assets they handle, profit margins can get up to 50%, and growth can skyrocket quickly. At Jordan Park, which he joined in 2017, Del Buono oversaw high-net-worth clients worth a cumulative $17.6

Management 59

Management Wealth Management Startup Engineering 59

Trade Brains

JANUARY 24, 2024

The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM). As of 2023, the industry boasts a staggering AUM (assets under management) of over Rs 39.4 of the Assets Under Management (AUM) originate from clients above Rs 50 Crores.

Wealth Management 59

Wealth Management Distribution Clients Assets 59

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.

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Clients Insurance Financial Advisor Assets 98

Carson Wealth

FEBRUARY 29, 2024

Giving and exchanging property and assets were once frequently used as a way to avoid taxes. Essentially, money-savvy wealth builders would gift and re-gift assets to shrink their tax footprint. The IRS doesn’t care when you give your assets away. After all, it’s yours! She’s gifted $2 million already, leaving her with $11.61

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Yardley Wealth Management

MAY 18, 2022

Following are some relevant examples: Global investing and inflation : In their 2021 analysis, “ US Inflation and Global Asset Returns ,” Wei Dai and Mamdouh Medhat of Dimensional Fund Advisors studied how bonds, stocks, industry portfolios, factor premiums, commodities, and REITs performed during periods of high and low U.S.

Investing 52

Investing Investments Economics Portfolio 52

Trade Brains

MAY 7, 2023

The company however found itself in trouble for asset liabilities mismatch. 50,000 crores in Assets under management in 2017 with deposits crossing Rs. The company successfully increased its gross loan assets to Rs. In Closing The growth in the housing financing sector has achieved an 18% growth rate between 2010 to 2017.

Banking 52

Banking Government Financial Services Assets 52

Trade Brains

DECEMBER 15, 2022

KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. The company provides comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate issuers across asset classes in India.

Compliance 52

Compliance Financial Services Assets Wealth Management 52

Validea

OCTOBER 5, 2022

12/29/2017 2.9% 12/29/2017 49.5% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4% 12/30/2011 1.5% 12/31/2012 2.0%

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CFP Valuation Economy Assets 59

Validea

AUGUST 9, 2022

But a statistic may have distorted that narrative, according to an interview in Institutional Investor with Andrew Wellington and Jeffrey Keswin, founders and CIO and CEO respectively of Lyrical Asset Management. during the same period.

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Financial Advisor Investing Investments Assets 59

Trade Brains

JULY 8, 2022

This will be done through the strategic sale of assets in its green energy business through billionaire industrialist Sajjan Jindal. If we take a closer look at the financials we see that the company’s revenues have suffered since 2017 from earning Rs. 303 cr in 2017 to making a loss every year after. 3405 in that year to Rs.

Manufacturing 81

Manufacturing Commission Government Investing 81

Random Roger's Retirement Planning

SEPTEMBER 3, 2022

I compare the portfolio to 100% in Vanguard Balanced Index Fund (VBAIX) and I sort of recreate client and personal holding Standpoint Multi-Asset (BLNDX) with a longer time frame in Portfolio 3. Risk free assets now have yield although the backtest of this portfolio was in a period where T-bills had no yield.

Portfolio 50

Portfolio Clients Assets Accounting 50

Trade Brains

JULY 31, 2022

Indian banks have been facing an asset crisis and in the fiscal year 2021, the value of non-performing assets(NPAs) of private banks across the country amounted to around 2 trillion Indian rupees. In FY21, total assets in the public and private banking sectors were US$ 1,602.65 2017 2018 2019 2020 2021. Axis Bank 3,953.03

Banking 52

Banking Retail Assets Financial Services 52

Trade Brains

FEBRUARY 15, 2024

10 Best Bond Brokers in India #1: GoldenPi Abhijit Roy and Samir Baran Pratihar co-founded the company in 2017, which was registered in Bengaluru. They offer services across multiple asset classes, including equity, gold, debt, and real estate. Zerodha backed the startup. They have a client base of more than 11 lakh.

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Government Retail Startup Investing 59

Dear Mr. Market

MARCH 17, 2024

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Betting on the right asset class or area of the world is usually going to bode better for you and also avoids having a collection of stocks that one has to follow.

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Investing Investments Portfolio Assets 105

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. I could have gone back further than 2018 but Bitcoin skyrocketed in 2017 so I wanted to take that out in case that sort of year never repeats again.

Portfolio 55

Portfolio Budgeting Assets Investing 55

The Big Picture

MARCH 18, 2024

There has been a lot of chatter about magazine covers lately; I thought I might clarify some of the with this post, originally published in Bloomberg on December 27, 2017, along with commentary from Ben and Josh addressing the sdame issue. The key takeaway: The value of the signal here is just about zero.

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Marketing Marketing Media Investing 334

Trade Brains

APRIL 11, 2023

It has a current ratio of 1.32, indicating that its current assets are higher than its current liabilities. It has a current ratio of 1.37, indicating that its current assets are higher than its current liabilities. It has a current ratio of 1.59, indicating that its current assets are higher than its current liabilities.

Retail 94

Retail Government Distribution Financial Services 94

Good Financial Cents

MAY 1, 2023

Diversification involves investing in a variety of asset classes, such as stocks, bonds, and cash, to spread out the risk and reduce the impact of market volatility. Rebalance their portfolio : Individuals should regularly rebalance their portfolio to maintain the desired asset allocation and minimize the risks.

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Risk Tolerance Taxes Retirement Retirement Planning 94