The Big Picture

JULY 1, 2025

She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. What motivated the transition to full-time asset management?

Investing 144

Investing Investments Consulting Insurance 144

Carson Wealth

JUNE 9, 2025

The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. That’s well below the 209,000 average we saw back in December, and even below the 2019 pace of 166,000. Refinancings are down 65% from average 2019 levels.

Economics 69

Economics Marketing Marketing Economy 69

Wealth Management

JULY 10, 2025

We took a pause in the last year to acknowledge that, since our formation in 2019 , we have tripled in size and integrated more than nine firms. It has been an exciting time. We’ve just passed $30 billion in AUM. We have 375-plus employees and 26 offices as of today. formally launched Wealthspire 2.0 in summer 2024.

Wealth Management 151

Wealth Management Estate Planning Clients Planning 151

Meb Faber Research

JULY 20, 2025

Linkedin RSS Twitter Youtube Home About Books Data Resources Managed Assets White Papers Speaking Podcasts Contact Search Header style 1 --> Linkedin RSS Twitter Youtube Sign in Welcome! Log into your account your username your password Forgot your password? rara) Deploy mode: deploy uid: 687dca94d918f -->

Economy 52

Economy Assets Investing Investments 52

Random Roger's Retirement Planning

JUNE 2, 2025

Risk parity generally leverages up on bonds to even out the risk allocation of a multi asset portfolio. I built out the following, comparing the same portfolios with one using UPAR and the other using AQR Multi Asset (AQRIX) which used to be AQR Risk Parity. Over the weekend I thought about the Ultra Risk Parity ETF (UPAR).

Portfolio 59

Portfolio Assets Management Banking 59

Trade Brains

JULY 15, 2025

The shares of India’s largest private sector bank by assets rose ahead of a key board meeting scheduled for Saturday, July 19, where the lender will consider its first-ever bonus share issue and a special dividend. Synopsis: HDFC Bank shares rose over 1% to Rs 2021.90 The board will also review Q1 results. per share.

Banking 52

Banking Financial Services Sales Investment Advisor 52

Carson Wealth

JUNE 30, 2025

But inventory is still low relative to history—it’s down 12% from average 2019 levels. As of 2025 Q1, net worth as a percent of disposable income is 740%, up from 688% at the end of 2019. It was 101% at the end of 2019, and 137% just before the financial crisis in 2007. Real estate assets are now at 215% of disposable income.

Marketing 78

Marketing Marketing Investments Investing 78

The Big Picture

JUNE 23, 2025

They, they had a very, very complex asset. They still do, it’s a little bit different now all these years later, but they had a tremendous amount of interest rate risk in those servicing right assets, right? And then yes, you can have credit risk and other types of assets as well. So it’s all of that good stuff.

Portfolio 130

Portfolio Marketing Marketing Banking 130

Harness Wealth

APRIL 15, 2025

Thats because wealth at the upper end tends to be built not just through income, but through equity ownership, business interests, long-term investing, and real estate gains, assets that benefit from compounding, appreciation, and favorable tax treatment over time. That shift may now be reversing.

Wealth Advisor 52

Wealth Advisor Taxes Assets Retirement 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

Carson Wealth

APRIL 4, 2025

President Trump himself touted the USMCA as a great deal back in 2019 (the USMCA replaced NAFTA). Now, we did have a trade war in 2018 2019 and didnt see a big collapse in business investment but that time had two things going for it: 1) a huge corporate tax cut, and 2) a Federal Reserve (Fed) that started to reverse tight policy.

Manufacturing 106

Manufacturing Portfolio Assets Economy 106

Carson Wealth

APRIL 7, 2025

As shown in one of our favorite charts below, different assets may be the winners or losers across different years or even decades, but a diversified holding is a good starting point for avoiding extremes. President Trump himself touted the USMCA as a great deal back in 2019 (the USMCA replaced NAFTA). Thats not the case today.

Marketing 95

Marketing Marketing Investing Investments 95

Carson Wealth

MARCH 7, 2025

This is what happened in 2018 2019, but during the recent bout of high inflation (in 2021 2022), companies passed down costs and margins even expanded. At the same time, the Fed did cut rates back in 2019 when they thought elevated rates were hurting economic growth.

Economy 87

Economy Marketing Marketing Taxes 87

Carson Wealth

FEBRUARY 24, 2025

For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% of disposable income right now, below the 19802019 average of 12% and even below the 2019 average of 11.7%. Also remember that 2019 was the end of a decade of deleveraging. So, debt service running below 2019 levels is a huge positive.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

JULY 11, 2025

2016–2019: Profit growth surged thanks to rising fiscal deficits (on the back of the 2017 tax cuts), offsetting the increase in household savings. That’s a pretty significant boost: a 1%+ increase in the deficit is similar to the deficit increase we saw in 2018–2019. asset of choice for foreigners). assets at the margin.

Taxes 75

Taxes Marketing Marketing Government 75

Random Roger's Retirement Planning

APRIL 27, 2025

From March 9, 2009 through December 31, 2019 equities were up more than 498% and bonds returned 54% while cash alternatives realized little return. Do you want to increase your concentration in an asset class that historically exhibits great volatility in the search for return.

Taxes 52

Taxes Economics Portfolio Assets 52

Wealth Management

JUNE 11, 2025

Trusts Created Martin Griffin died on July 9, 2019, survived by his spouse, Maria Creel. The MCC Trust agreement included terms about the distribution of trust assets: 3.2. But the court allowed the marital deduction for a bequest intended to create a separate trust. Administration of Trust Estate for Beneficiary.

Taxes 151

Taxes Wealth Management Estate Planning Distribution 151

Trade Brains

JUNE 26, 2025

The company tried to sell assets, like its wireless business and towers, to reduce debt, but these efforts fell short. In 2019, RCom filed for bankruptcy under India’s Insolvency and Bankruptcy Code (IBC). Its assets, once worth billions, were sold at low prices. It failed to repay loans, and banks declared it a defaulter.

Communication 66

Communication Assets Investing Investments 66

Wealth Management

JULY 24, 2025

The first six months of 2025 featured 464 launches, according to Morningstar, covering manifold strategies and assets. Among them, however, are a handful brought to the market not by asset managers, but by financial advisory firms themselves. based asset management and sub-advisory firm. based hybrid RIA with $6.5

Wealth Management 204

Wealth Management Estate Planning Compliance Clients 204

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? Instead, heirs would inherit these assets with a basis as of Bill’s date of death. Submit a form.

Estate Planning 52

Estate Planning Taxes Planning Assets 52

Carson Wealth

FEBRUARY 6, 2025

Ongoing uncertainty for Fed members may start to increase the probability of no cuts at all in 2025, a potential headwind for risk assets. The economy is likely to see headwinds for housing and some cyclical sectors of the economy from elevated rates and business investment could be muted due to tariffs (as it was in late 2019).

Taxes 64

Taxes Manufacturing Economy Government 64

Random Roger's Retirement Planning

NOVEMBER 12, 2024

I used OVL for derivative income even though it's only been around since 2019. If Bitcoin is not the savior of the world, it is a speculative asset that frequently goes up a lot. The following chart might be difficult to read but you can play around with some of these categories yourself to try to look for any signal within the noise.

Numbers 59

Numbers Assets Marketing Marketing 59

Random Roger's Retirement Planning

MARCH 30, 2025

MCW also did great in 2021, 2020 and 2019. The prompt was a mention of the Cambria Global Asset Allocation ETF (GAA) somewhere and since the market has done so poorly, I though it would be worth revisiting. Occasionally of course, MCW gets pasted. It certainly has been valid the whole time.

Portfolio 59

Portfolio Asset Allocation Marketing Marketing 59

The Big Picture

JUNE 2, 2025

And, and look at where we’ve been here from, you know, raising it in 2018 to lowering it in 2019, to really lowering it in 2020, then to raising it again in 2022 and then lowering it again. 00:16:43 We saw that in 2019, as you referenced earlier. I mean, business sentiment feels to me like very tied to outcomes.

Economy 130

Economy Economics Numbers Banking 130

Trade Brains

JULY 22, 2025

Various projects such as the Metro Line has got North Bengaluru real estate a 57% rise in property prices since 2019, even though for now Doddaballapura has no confirmed metro line connection, the smaller city is catching up with the surge levels with a 22% to 27% hike since 2020, thanks to its prominence as a rising property hub.

Healthcare 59

Healthcare Economics Retail Manufacturing 59

Trade Brains

JUNE 24, 2025

The company raised $5 million in its seed funding round in 2019, led by Canaan Partners, and then a Series A funding raised $14 million in 2021, and this was led by Khosla Ventures, with ongoing participation from Canaan Partners. Fireflies has remained profitable since 2023, maintaining strong triple-digit year-over-year growth.

Startup 59

Startup Valuation Distribution Manufacturing 59

Trade Brains

JUNE 12, 2025

Notable Investments and Business Ventures Kusum Finserve: Shah’s 60% stake in this company is a significant asset, reflecting his focus on the financial sector. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth.

Wealth Accumulation 59

Wealth Accumulation Financial Services Valuation Assets 59

Trade Brains

JUNE 25, 2025

percent purity in 2019 and is one of the first few indigenous manufacturers of Pyrazosulfuron Ethyl technical, with a minimum purity of 97 percent in India. 11.94, with Net Asset Value (NAV) per share standing at Rs. It manufactured Spiromesifen technical with 96.5 10 per share, with a Basic EPS of Rs. 12 and Diluted EPS of Rs.

Manufacturing 52

Manufacturing Sales Retail Investing 52

The Big Picture

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She was named to CIO Magazone’s “40-Under-40” (2017) and received the Industry Innovation Award/Power 100 in 2019.

Assets 301

Assets Management Asset Allocation Retirement 301

Wealth Management

JANUARY 16, 2025

More than 100 continuation funds were raised between 2019 and 2021. Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values.

Assets 284

Assets 284

Wealth Management

OCTOBER 31, 2022

In spite of concerns over inflation and potential recession, as well as some lagging pandemic effects, hotel asset managers expect RevPAR levels to exceed 2019 figures.

Assets 246

Assets Management 246

The Reformed Broker

OCTOBER 3, 2022

Wait for it… Our story begins in 2019… It was the best of times, it was the best of times. The tail end of a decade of uninterrupted asset price appreciation for the top decile of. But you may not have reached the shocking conclusion that I have. At least not yet.

Assets 364

Assets 364

Wealth Management

JANUARY 11, 2023

The giant asset manager had nearly 20,000 employees at the end of September.

Planning 197

Planning Assets Management 197

Wealth Management

AUGUST 28, 2023

The former United Capital business, bought by Goldman in 2019, will bring Creative Planning’s total assets to nearly $275 billion.

Management 244

Management Planning Assets 244

The Big Picture

JUNE 22, 2023

It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ). Consider the chart at top, created by Invictus via FRED. That spread is currently just about as wide as its ever been.

Distribution 301

Distribution Assets Numbers Economics 301

The Big Picture

SEPTEMBER 9, 2023

Voleon, which manages $10 billion in client assets, has achieved great success applying these technologies to investing. Be sure to check out our Masters in Business next week with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management.

Engineering 322

Engineering Portfolio Management Assets 322

Abnormal Returns

DECEMBER 8, 2022

blog.validea.com) The questions for alternative assets: how much do you need to own to move the needle? 9to5mac.com) ESG Vanguard is leaving the Net Zero Asset Managers alliance. youngmoney.co) Why we can never go back to 2019. (morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.'

Financial Advising 245

Financial Advising Media Assets Economy 245