Carson Wealth

JULY 16, 2025

Asset allocation, ETFs, yield curves…What does it all mean? This glossary of investment terms to know can be your cheat sheet for spotting red flags (and opportunities) in your portfolio, talking shop with your advisor, and making investment decisions based on understanding, not just gut feelings. Risk tolerance and asset allocation?

Investing 52

Investing Investments Marketing Marketing 52

Harness Wealth

APRIL 17, 2025

When you contribute to a DAF, you relinquish legal ownership of your assets but maintain advisory privileges that allow you to recommend grants to qualified charitable organizations of your choosing. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes 52

Taxes Tax Planning Distribution Assets 52

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. The growth of the portfolio takes care of that. And a personal note, Walker Fire needs to replace it's Type 1 engine. Listen to the podcast. Their conversation was very illuminating.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

The Big Picture

APRIL 29, 2025

This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Jenison launched way back in 1969 as a growth equity shop.

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WiserAdvisor

JUNE 17, 2025

Analysts expect ESG assets to soar to between $35 and $50 trillion by 2030. Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. This has massive implications for how you invest and manage your portfolio.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

Random Roger's Retirement Planning

MAY 4, 2025

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. People used to view bonds, particularly long-end interest rates, as the ballast for and protection engine in a portfolio.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Trade Brains

JUNE 9, 2025

Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. crores, the share of Azad Engineering Limited has reached an intraday high of Rs. Here are the 2 stocks in which promoters offload stakes Azad Engineering Limited With a market capitalization of Rs. lakh shares.

Engineering 72

Engineering Manufacturing Sales Wealth Management 72

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? I had a few a, p and L.

Investing 144

Investing Investments Consulting Insurance 144

The Big Picture

FEBRUARY 25, 2025

And modern portfolio theory was kind of just coming around. However, if you’re an electrical engineer, it’s not a pejorative. And because indexing was created by a group of electrical engineers and mechanical engineers, they just used what they thought was the sensible terminology. Is That right?

Investing 157

Investing Investments Management Engineering 157

Trade Brains

JUNE 30, 2025

Here are the three stocks in which the promoter sold its stake: 360 ONE WAM Limited 360 ONE WAM Limited is a leading Indian wealth and asset management company headquartered in Mumbai. The company serves high-net-worth individuals, family offices, and institutional clients. 8 per share.

Engineering 59

Engineering Sales Wealth Management Manufacturing 59

Trade Brains

JUNE 15, 2025

Investing directly in defence company stocks can be tough, especially because many of them are expensive, and it’s hard to build a well-balanced portfolio. This index fund currently has a Net Asset Value (NAV) of Rs. As of April 30, 2025, the fund manages assets worth Rs. Check your portfolio today!

Portfolio 59

Portfolio Electronics Assets Investments 59

The Big Picture

MAY 20, 2025

Let, let’s, for people who may not be familiar with the firm and your background, let’s start with how your interesting and unusual career BS in engineering, ba in philosophy from Swarthmore. You, you were pretty early to computer modeling and statistical methods as a research engineer at MAT, this is the late 1970s.

Management 130

Management Numbers Transportation Accounting 130

Trade Brains

JUNE 18, 2025

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Its attractions include asset appreciation, leverage, and repeat income in the form of rents. Real Estate & Construction Bricks and mortar still makes billionaires—literally.

Manufacturing 52

Manufacturing Healthcare Pharmaceutical Retail 52

Validea

APRIL 26, 2025

Further Research Top Benjamin Graham Stocks Benjamin Graham Portfolio About Benjamin Graham The post Ten Top Benjamin Graham Stocks | April 2025 appeared first on Validea's Guru Investor Blog. BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0 3.3% -5.4% CRI CARTER’S INC 100 $33.87 $1,220 6.6 IMKTA INGLES MARKETS INC 100 $61.12 $1,161 14.7

Valuation 52

Valuation Assets Engineering Investments 52

The Big Picture

MARCH 4, 2025

And at the same time, we are often working with our asset management colleagues when companies have, you know, large cash balances that they need to invest and our private banking colleagues. So bankers on my team, on the innovation economy team are serving those portfolio companies, right? Sarah Livesey is my audio engineer.

Banking 130

Banking Economy Startup Marketing 130

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

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. And suddenly you could buy index funds that cover all of the major asset classes. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified.

Investments 144

Investments Investing Retirement Management 144

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. Rather than me babble. Rich Bernstein.

Numbers 144

Numbers Investments Investing Economics 144

Trade Brains

JULY 10, 2025

Despite revenue growth and expanded lending, asset quality deteriorated, though tax-saving 54EC bond approval offers fundraising support. A major factor behind the deterioration in asset quality was the recognition of its loans to Gensol Engineering, which were close to Rs 730 crore, as NPA. per share, decreasing around 4.45

Government 52

Government Taxes Assets Engineering 52

Indigo Marketing Agency

MAY 13, 2025

The Top 1% Dont Hope for GrowthThey Plan for It The most successful advisors treat client acquisition like a diversified investment portfolio. These relationships dont happen overnight, but when nurtured properly, they can create a consistent referral engine. You cant scale your business hoping the phone will ring.

Financial Advisor 52

Financial Advisor Clients B2B Estate Planning 52

The Big Picture

FEBRUARY 4, 2025

And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. White paper was about asset backed finance. It hurts those who have debt and it helps those who have assets. Sarah Livesey is my audio engineer. 01:05:08 [Speaker Changed] Huh, really, really fascinating.

Economy 253

Economy Banking Economics Taxes 253

Random Roger's Retirement Planning

JANUARY 30, 2025

Parker also manages the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN). TRTY is a quadrant sort of permanent portfolio inspired idea. It really is important to understand that while the CAGR and other portfolio stats look outstanding over a period of years, the portfolio would likely cause frustration in more years than not.

Engineering 52

Engineering Portfolio Management Taxes 52

Steve Sanduski

JANUARY 7, 2025

A typical client at the firm when I arrived was much older, around $5 million in investable assets. Are they tech engineers? And if you are a marketer, you should be managing your portfolio of not just your marketing budget, you should also be allocating across various tactics. We had this at Bingham, Osborn & Scarborough.

Clients 59

Clients Numbers Marketing Marketing 59

Trade Brains

JULY 17, 2025

The company provides quay and marine, crane and engineering services, low-carbon logistics projects, storage and warehousing, used port equipment sales, and more. It is owned by APM Terminals, one of the world’s largest container terminal operators. In comparison to FY24’s revenue of Rs 987.6 It generated 3.46

Investments 59

Investments Investing Certification License 59

The Big Picture

JUNE 16, 2025

Let me start managing assets. So you’re a proponent of modern portfolio theory and the efficient market hypothesis. 00:08:16 [Speaker Changed] So speaking of apocryphal times, you have said investors should build their portfolios for the worst 2% of market conditions rather than normal times. Tell us about that transition.

Math 130

Math Numbers Investments Investing 130

The Big Picture

MAY 13, 2025

This is a fascinating conversation if you’re at all interested in what it’s like to be part of a fast growing organization that is racking up trillions of dollars in assets, what it’s like to create new initiatives. It’s part of our whole, you know, portfolio construction methodology. Am I wrong?

Clients 130

Clients Investments Investing Management 130

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. You let your son Patrick take over as CEO of, of Shawnessy Asset Management.

Management 144

Management Numbers Investing Investments 144

The Big Picture

APRIL 7, 2025

Institutional Investor ) I Quit Google Search for AIand Im Not Going Back : Ads and search-optimized junk made a mess of the go-to engine. Fidelity and GSAM are among the managers using an emerging approach to active that could be as disruptive as BlackRocks deal for iShares. Bright headlights can make it easier for drivers to see the road.

Budgeting 208

Budgeting Asset Allocation Wealth Management Engineering 208

Trade Brains

JUNE 17, 2025

Futures and Options (F&O) are financial contracts that allow traders to buy or sell assets like stocks, commodities, or indices at a predetermined price on a future date. F&O contracts provide traders and investors with an opportunity to hedge, speculate, and leverage their positions in the market.

Retail 52

Retail Banking Manufacturing Electronics 52

Trade Brains

JULY 8, 2025

The shares of the Navratna PSU company, specializing in project management consultancy, engineering procurement & construction, and real estate development, are in focus after Elara Capital initiated a Buy Target with an upside potential of 43 percent. With a market capitalization of 31,347.00 percent, making a high of Rs. percent to Rs.

Engineering 52

Engineering Consulting Management Investments 52

Trade Brains

JULY 22, 2025

The stock hit the 5 percent upper circuit following the announcement of an engineering consultancy contract for a large pumped storage project in Maharashtra, sparking strong investor interest. percent, and Return on Assets (ROA) of 15.8 The total contract value stands at Rs. crore, inclusive of GST. percent.

Engineering 52

Engineering Consulting Sales Investment Advisor 52

Random Roger's Retirement Planning

NOVEMBER 24, 2024

The TLDR is in low rate regimes, in the context of a 60/40 portfolio, they found 55% equities, 35% fixed income and 10% trend to be optimal. 10% may not be enough to be a core holding (debatable) but 20% into a strategy or asset class makes it a core holding, not a diversifier. Here's a story about successful aging from Walker Fire.

Engineering 40

Engineering Management Insurance Taxes 40

The Big Picture

FEBRUARY 17, 2025

And to round out your background, you spend time at Alliance Bernstein, JP Morgan Asset Management and Morgan Stanley. Which was interesting because I actually started my career at JP Morgan Asset Management in the high yield and investment grade credit research team. So to me that was the definition of uncorrelated asset.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MAY 6, 2025

In other words, people had these models that would give you one volatility exposure across the entire portfolio. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. You’ve been managing outside capital across a variety of asset classes and strategies.

Risk Management 144

Risk Management Banking Portfolio Distribution 144

Trade Brains

JUNE 23, 2025

EIGL offers project engineering services for designing, installing, and commissioning tonnage air separation units, as well as medical gas pipeline solutions and medical equipment supply. and a net asset value (NAV) per share of Rs. Comprehensive Product Portfolio, Catering to Diverse End-use Industries. for FY2025.

Medical 52

Medical Investment Advisor Sales Investments 52

The Big Picture

SEPTEMBER 9, 2023

We discuss his career in machine learning, from Amazon’s recommendation engine to using AI to manage portfolios. The firm applies machine learning to a four step process of data assembly, Prediction Engine, Portfolio Construction, and Execution.

Engineering 322

Engineering Portfolio Management Assets 322