Discipline Funds

NOVEMBER 8, 2023

We’ve seen some signs of credit buckling earlier this year with the bank panic, but so far it’s remained mostly under control. The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

WiserAdvisor

MARCH 19, 2024

Rich individuals do not simply hoard their money in bank accounts. Instead, they strategically allocate their funds to investments that have the potential to generate high returns over time. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns.

Investing 59

Investing Investments Financial Advisor Taxes 59

Investing Caffeine

MAY 3, 2023

Is Silicon Valley Bank and First Republic Bank the beginning or the end of bank failures? Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation?

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. stocks) when money effectively earned 0% in the bank and close-to-0% in many fixed income securities (i.e.,

Marketing 52

Marketing Marketing Economics Accounting 52

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Sure, we have no shortage of problems or challenges, but where else are you going to put your life savings?

Government 52

Government CFP Investing Investments 52

The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So they’d give individual asset allocation to people and they’d go invest their money. Tell us a little bit about the magnetar CDO bet from the financial crisis.

Banking 141

Banking Portfolio Assets Investing 141

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. Source: Bloomberg.

Investing 52

Investing Investments Assets Economics 52

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. Consumer wallets and balance sheets remain flush with cash as employment remains near record-high levels. More specifically, as you can see in the chart below, the net worth of U.S. households has reached a record $154.3

Economics 52

Economics Economy CFP Government 52

Investing Caffeine

FEBRUARY 1, 2022

As I have discussed numerous times in the past, money goes where it is treated best, which is why interest rates, cash flows, and valuations play such a key role in ultimately determining long-term values across all asset classes. Normally, mathematics teaches us the lesson that more is better when discussing financial matters.

Math 52

Math Assets Investing Investments 52

Investing Caffeine

JANUARY 2, 2024

You may have witnessed some fireworks on New Year’s Eve, but those weren’t the only fireworks exploding. The last two months of 2023 finished with a bang! More specifically, over this short period, the S&P 500 index skyrocketed +13.7%, NASDAQ +16.8%, and the Dow Jones Industrial Average +14.0%.

Economy 98

Economy CFP Economics Accounting 98

The Irrelevant Investor

JULY 19, 2016

Smith taught me how much the market, and even more so the investor, are influenced by psychology. Here he is, from his 1967 classic: A stock is for all practical purposes, a piece of paper that sits in a bank vault. It's the assets you have to worry about. By definition, everybody can't beat the market.

Investing 52

Investing Investments Asset Allocation Assets 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. stocks after trimming exposure to U.S. Without a Script. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

Investing Caffeine

APRIL 1, 2022

If interest rates rise dramatically, all else equal, then that will be challenging for all asset pricing. They certainly could, but valuations remain attractive given where interest rates currently stand. In the meantime, what are companies doing with this flood of growing cash?

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

JANUARY 23, 2024

We will delve into a comprehensive market update. Unlock valuable insights at our upcoming webinar: The Keys to ’23 & What’s in Store for ’24! Tuesday, January 30th at 12:00 PM Join us by registering here: [link] Don’t miss out on the latest trends and expert discussions. Register now!

Marketing 52

Marketing Marketing Asset Allocation Banking 52

Investing Caffeine

JANUARY 19, 2024

Drawing from professional and personal life lessons, Wade shares his knowledge about navigating market trends, building investment strategies, and also discuss the books he has authored.

Management 52

Management Investing Investments Marketing 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Source: BLOOMBERG. .

Management 52

Management Marketing Marketing Clients 52

Investing Caffeine

JULY 5, 2023

Throughout history the prominent Wall Street mantra has been, “Don’t fight the Fed.” In essence, the credo instructs investors to sell stocks when the Federal Reserve increases its Federal Funds interest rate target and buy stocks when the Fed cuts its benchmark objective.

Accounting 52

Accounting CFP Investing Investments 52

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banking 141

Banking Assets Investing Investments 141

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. And I had a professor give me a little sort of hint. It wasn’t the case.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

JANUARY 31, 2023

And so at that point, I was kind of scrambling and I was, like, I need to get into the financial industry because I’m in New York, I have a passion for finance. So a lot of the investment banking analysts had already lined up their gig. DUTTA: We sort of cleared out our banking system. But it was kind of late. DUTTA: Yes.

Economics 141

Economics Economy Marketing Marketing 141