Cordant Wealth Partners
NOVEMBER 20, 2020
During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio. Of course, not all companies are created equal.
Cordant Wealth Partners
JANUARY 28, 2021
During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Shifts a concentrated equity position to a more diversified portfolio. Of course, not all companies are created equal.
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Brown Advisory
APRIL 6, 2020
In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.
Brown Advisory
APRIL 6, 2020
In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.
Sara Grillo
SEPTEMBER 12, 2022
A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time. 2019, July 30). & Lee L. 1139 (1988). Available at: [link]. Zweig, Jason, and Fuller, Andrea. Wall Street Journal. The post Should you cancel your CFP designation?
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