The Big Picture

JUNE 23, 2025

trillion in change and we think that number is gonna get to six by the end of the decade for the industry. So Steve, you just mentioned you think bond ETFs can reach $6 trillion by 2030. 00:15:23 [Speaker Changed] Yeah, it, and it’s a number of things and, and we’ve talked about these trends. Keep plugging away.

Portfolio 130

Portfolio Marketing Marketing Banking 130

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 144

Investing Investments Retirement Management 144

Random Roger's Retirement Planning

JULY 8, 2023

That is not guessing what markets will do, that is just managing asset allocation and cash needs. Corporates bought when yields were low that are due in the 2030's are down massively. Remember, the peak in the S&P 500 in October, 2007 was 1565. Then it more than cut in half but is now at 4400.

Asset Allocation 74

Asset Allocation Math Portfolio Assets 74

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Considering Climate within Portfolios. Mon, 10/04/2021 - 11:00.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

WiserAdvisor

DECEMBER 29, 2022

While there are a number of investment and personal finance formulas out there that can help you, it is recommended to start with the basics. A positive number reflects a healthy cash flow. The rule of 72 essentially calculates the number of years required to double the principal invested capital at a given rate of return per annum.

Investing 52

Investing Investments Financial Advisor Planning 52