WiserAdvisor

DECEMBER 29, 2022

This may come in the way of your basic savings and investment decisions. Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges. However, it may be advised to expand your understanding of some concepts to improve your overall financial standing. Cash flow.

Investing 52

Investing Investments Financial Advisor Planning 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. What led you to this area?

Clients 290

Clients Wealth Management Investing Investments 290

Brown Advisory

OCTOBER 22, 2019

Decisions about whether to start a family office, and how to structure such offices, are multilayered. The thought process should be driven primarily by the goals and desired outcomes of the family: What do they want to achieve? What skills and competencies are most important given their priorities?

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

Decisions about whether to start a family office, and how to structure such offices, are multilayered. The thought process should be driven primarily by the goals and desired outcomes of the family: What do they want to achieve? What skills and competencies are most important given their priorities? The 2017 Tax Act.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

Decisions about whether to start a family office, and how to structure such offices, are multilayered. The thought process should be driven primarily by the goals and desired outcomes of the family: What do they want to achieve? What skills and competencies are most important given their priorities? The 2017 Tax Act.

Taxes 52

Taxes Management Investing Investments 52

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. What led to an interest in insurance? DAVIS: 98.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

AUGUST 15, 2023

Perhaps he is best known for a bet he made on a Lark with this guy named Warren Buffett, which we spend a lot of time talking about, really a hilarious and amazing conversation about this delightful experience he had. But he spent most of his career allocating capital to various hedge funds, private equity, venture, etc.

Management 130

Management Investing Investments Government 130

The Big Picture

NOVEMBER 14, 2023

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. What happened? 00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company.

Math 130

Math Management Insurance Assets 130

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). We also share a few thoughts on what that means for our investment thinking.

Banking 90

Banking Economics Insurance Assets 90

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. This is what exposes you to possible AMT. By December, your CPA and financial advisor can help in developing a tax projection for the year.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

The Big Picture

SEPTEMBER 26, 2023

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio [ Ritholtz ] 00:00:07 This week on the podcast, what can I say? I wanna say it’s about $179 billion in client assets. I wanna say it’s about $179 billion in client assets. In the great financial crisis.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Joe Baratta is the Global Head of Private Equity at PE giant Blackstone, where he has worked since 1998.

Assets 154

Assets Investing Investments Valuation 154

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. In this podcast we are going to expose the truth about ESG investing. I am a CFA® charterholder and I used to be a financial advisor.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

DECEMBER 12, 2023

He’s crushed the Russell 2000, whatever benchmark you want to talk about. The low price stock fund now runs about $25 billion. You fell in love with investing as an 8-year-old. Tell us about that. Tell us a little bit about that experience. And I thought, I know this job, I know this company.

Management 259

Management Investing Investments Retail 259

The Big Picture

FEBRUARY 20, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:09 [ Barry Ritholtz ] This week on the podcast, what can I say? That’s how, 00:01:15 [Barry Ritholtz] Because that’s what I always hear you described as not a William.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. And my answer was, well, I get all my information about this from Nadig. Why don’t you speak to him?

Management 270

Management Assets Portfolio Investing 270

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. Tell us what that experience was like.

Numbers 143

Numbers Investing Investments Marketing 143