The Irrelevant Investor

JANUARY 7, 2020

Zero fee commissions Why there's little enthusiasm for this bull market JPM Guide to the Markets The middle class is slowly going away WeRamp Millennials have how much in their 401(k) The aging of America 74% of people have a budget, ya right People aren't driving as much as they used to Millennials approve of communism?

Commission 52

Commission Budgeting Marketing Marketing 52

Harness Wealth

MARCH 27, 2025

The SALT deduction cap The Tax Cuts and Jobs Act of 2017 imposed a $10,000 cap on the federal deduction for state and local taxes (SALT). Without judicious budgeting, businesses risk liquidity problems, which then hinders their ability to meet operational expenses. How does the Jobs Act relate to PTET?

Taxes 52

Taxes Compliance Consulting Financial Planning 52

Random Roger's Retirement Planning

AUGUST 2, 2023

What are your monthly expenses now, how will they change (like paying off your mortgage), how much should you budget for annual expenses (like property tax or homeowners insurance) and how much should you budget for unexpected one-offs (veterinary bills or new tires)? We went through this exercise recently. What are your numbers?

Retirement 75

Retirement Numbers Budgeting Taxes 75

The Better Letter

JANUARY 10, 2025

Even Buffett, whose BKB made the list, was about to buy (he bought into IBM in 2011, although the trade didn’t turn out well; he was out in 2017, having earned about 5 percent per year, including dividends). IBM’s return was fueled by growing earnings, growing dividends, and buying back stock at cheap valuations.

Retail 97

Retail Numbers Pharmaceutical Government 97

Carson Wealth

JANUARY 29, 2024

and 2017-2019 pace of 2.8%. Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession.

Marketing 97

Marketing Marketing Economy Government 97

The Irrelevant Investor

JULY 30, 2019

As a result, in 2017, the Board spent nearly $12 million of its $36 million budget on that campaign." Zweig and Fulleral dug up what can only be characterized as questionable practices from the board.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

Brown Advisory

SEPTEMBER 12, 2016

billion budget for 2015 equaled roughly 5% of gross domestic product, according to IISS. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year. increased its defense budget for the first time in eight years. Rearming democracies. In response, the U.S.,

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

billion budget for 2015 equaled roughly 5% of gross domestic product, according to IISS. From 2009 until 2015, China annually boosted its defense budget by $10 billion to $15 billion, spending $146 billion last year. increased its defense budget for the first time in eight years. Rearming democracies. In response, the U.S.,

Budgeting 52

Budgeting Communication Clients Commission 52

Good Financial Cents

JANUARY 4, 2023

between 2017 and 2022, according to the IBIS World report. Their duties include overseeing the budgeting and financial planning process, analyzing financial data to identify trends and areas for improvement, and developing strategies to optimize the company’s financial performance. Property Manager (Salary: $70,000 – $120,000).

Investing 89

Investing Investments Budgeting Management 89

Trade Brains

APRIL 14, 2023

Anyways, after the Union budget in 2001 was announced, the Sensex crashed by 176 points. At last, it was the Central Bank who determined Ketan Parekh to be the mastermind behind this scam and he was barred from trading in the Indian stock exchanges till 2017.

Marketing 98

Marketing Marketing Banking Retail 98

Trade Brains

APRIL 30, 2024

Allegations and Unraveling of Ketan Parekh Scam The SEBI and RBI started investigating Ketan Parekh Scam after the huge market crash of 176 points in a day in 2001 just one day post the budget was declared.

Marketing 105

Marketing Marketing Banking Portfolio 105

Walkner Condon Financial Advisors

MAY 27, 2022

The savings rate in 2020 was almost double that of 2019 and more than doubled the respective rates of 2016 and 2017. . Inflation is having a very real impact on household budgets. Personal savings rates in the United States skyrocketed in 2020. That’s changed over the last year.

Budgeting 52

Budgeting Financial Advisor Financial Planning Economy 52

Random Roger's Retirement Planning

JANUARY 14, 2024

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. I think this is constructive for the idea of trying to budget volatility and understanding that small allocations, in this case to Bitcoin, can have a big impact.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Carson Wealth

OCTOBER 30, 2023

Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. The actual reading blew past those expectations, with the economy growing 4.9% That added 1.3

Marketing 96

Marketing Marketing Economy Government 96

Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. In the Union Budget for FY25, the Government allocated Rs. 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.

Government 59

Government Assets Transportation Portfolio 59

Good Financial Cents

OCTOBER 20, 2022

HappyNest is a real estate investing platform aimed at investors of all levels that have been in business since 2017. since 2017. There are platforms for all budgets, so you can start for as little as $10. There are options for short durations and longer-term projects. The Final Word on Crowdfunded Real Estate Investments.

Investing 72

Investing Investments Portfolio Management 72

Carson Wealth

SEPTEMBER 30, 2024

One of my favorite charts is the one below, which compares Congressional Budget Office (CBO) pre-pandemic projections for growth to actual growth. over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. Here’s some perspective on that upward revision of 1.3%-points: Japan grew 3.0%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Brown Advisory

JUNE 26, 2018

According to Moody’s, cov-lite leveraged loans made up 80% of all issuance in 2017—a far cry from 2012, when cov-lite loans were in the minority, not the majority. Internal rate of return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.

Distribution 52

Distribution Assets Clients Sales 52

Brown Advisory

JUNE 26, 2018

According to Moody’s, cov-lite leveraged loans made up 80% of all issuance in 2017—a far cry from 2012, when cov-lite loans were in the minority, not the majority. Internal rate of return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments. Letting Go of the Reins.

Distribution 52

Distribution Assets Clients Sales 52

Trade Brains

JULY 23, 2022

In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Reduction in custom and import duties taxes on the raw materials and Capex investment push by Government in the budget 2022. In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Past performances. (In

Manufacturing 52

Manufacturing Government Investing Investments 52

Trade Brains

SEPTEMBER 12, 2023

Nifty 50 first hit 10,000 on July 26, 2017, and it took more than 21 years to double that number. 2020 – COVID lockdown The Union Budget presentation on February 1 caused a Nifty drop of more than 3% amid worldwide fears over the emerging COVID pandemic. This journey to 20,000 has taken a long time. 500 and Rs.

Numbers 59

Numbers Economy Economics Government 59

Trade Brains

SEPTEMBER 21, 2023

The government has taken several policy initiatives to support the growth of the steel industry, including the Make in India initiative, the National Steel Policy, 2017, and the production-linked incentive (PLI) scheme for specialty steel. In the Union Budget 2023-24, the government allocated Rs. 400 billion (US$ 5.37 crore (US$ 8.6

Manufacturing 59

Manufacturing Transportation Government Portfolio 59

Mr. Money Mustache

JULY 25, 2021

The film company doesn’t want me to talk about it much until they are ready to announce it, but suffice it to say that it is taking a lot of my time and energy, which comes out of what would otherwise be my blog-writing time budget.

Retirement 52

Retirement Financial Advice Budgeting Accounting 52

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! Expense ratio 0.40% Inception Date October 23, 2017 Exit Load 0.00% No. They are the folks who understand and effectively use financial skills to manage their money. 1-yr return 2.7

Healthcare 59

Healthcare Banking Retirement Investing 59

Trade Brains

DECEMBER 21, 2022

This includes the National Steel policy 2017 and allowing 100% Foreign Direct Investment (FDI) in the steel sector under the automatic route. It had allocated a budget of ₹ 6,322 crores for disbursals to be made to applicants who are selected under the scheme. In fact, it is attracting global players to enter the market.

Planning 52

Planning Manufacturing Distribution Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. This grows its return on capital.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Wed, 09/20/2017 - 16:43. Meanwhile, the company is deploying a steady capital budget. Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases. This grows its return on capital.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

AUGUST 1, 2018

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire is unusual among public companies.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, or have budgets and strategic plans at the parent company, though some of the subsidiaries do. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% Berkshire is unusual among public companies.

Assets 52

Assets Investing Investments Insurance 52

Harness Wealth

JUNE 30, 2023

The deduction can go as high as $1 million, or $500,000, if married filing separately, pending that the mortgage interest was incurred before December 16, 2017. You can use this guide from the IRS to help determine how much, if any, of your mortgage interest can be deducted from your taxable income.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Brown Advisory

MARCH 28, 2019

The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint. DEFINING RISK When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The first approach is to determine an acceptable level of risk—often termed a “risk budget”—and then seek to maximize potential return within that risk constraint. When it comes to managing institutional portfolios, most CIOs, committees and advisors adopt one of two philosophical approaches. FROM THEORY TO PRACTICE.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

JANUARY 1, 2023

Whilst advertising budgets are naturally cyclical, the return on investment from performance advertising spend often goes up in an economic downturn. We believe Alphabet delivers a great outcome to advertisers despite the cycles within their budgets and is taking share of ad dollars over time.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

OCTOBER 11, 2021

Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. The chart to the right shows the upper quartile, median and lower quartile returns according to the Cambridge Associates U.S.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

OCTOBER 11, 2021

Private Equity and Venture Capital benchmark from December 31, 2000 through December 31, 2017, which represents the most relevant recent data available. Liquidity management and a budget for allocating to private investments in a disciplined way. Brown Advisory data is not represented by Cambridge Associates benchmark data.

Assets 52

Assets Portfolio Asset Allocation Risk Tolerance 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. KHC’s share price has fallen from a high of over $90 per share in 2017 to about $30 recently.

Insurance 52

Insurance Investing Investments Management 52