The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. New York is number one. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii.

Assets 141

Assets Management Portfolio Investing 141

Advisor Perspectives

DECEMBER 17, 2023

Mutual Series sees an increasing number of investment opportunities in real assets.

Assets 52

Assets Numbers Investing Investments 52

Wealth Management

OCTOBER 18, 2023

New new assets gathered in the wealth management division were down 60% sequentially, but CEO James Gorman said these numbers tend to bounce around.

Assets 58

Assets Wealth Management Numbers Management 58

Nerd's Eye View

APRIL 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting (..)

Financial Planner 239

Financial Planner CFP Financial Advisor Retirement Planning 239

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 194

Financial Planner Certification CFP Financial Advice 194

Abnormal Returns

OCTOBER 8, 2023

investmenttalk.co) How major asset classes performed in September 2023. insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." (awealthofcommonsense.com) Why simplicity in investing can help reduce errors. cbsnews.com) Why younger generations watch TV with subtitles on. latimes.com)

Numbers 272

Numbers Assets Investing Investments 272

Validea

AUGUST 4, 2022

Our economy has transitioned from one dominated by tangible assets like buildings and equipment to one dominated by intangible assets such as brands and intellectual property. We speak to Sparkline Capital founder Kai Wu about how he looks at intangible assets and the machine learning based methods he uses to value them.

Assets 59

Assets Economy Numbers Investing 59

Nerd's Eye View

DECEMBER 8, 2023

Also in industry news this week: In a new whitepaper, industry consultant Mark Hurley predicts that the environment for wealth management firms will grow much more competitive amid higher interest rates and greater PE funding of advisory firms, although opportunities exist for RIAs that can successfully attract and serve younger clients at scale According (..)

Financial Planner 184

Financial Planner Numbers Clients Wealth Management 184

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. bloomberg.com) How immigration is affecting the jobs numbers. novelinvestor.com) Growth and value performance flip-flopped in March 2024. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 240

Financial Advising Economy Media Economics 240

MazumaBusinessAccounting

MAY 1, 2021

What are Business Assets? When it comes to your business, assets can come in a few different forms. Our short list of business assets and what category they fall in (tangible vs. intangible) is as follows: copyrights or trademarks (intangible). Breaking Assets Down By Type. So let’s break it down.

Assets 52

Assets Accounting Insurance Taxes 52

Nerd's Eye View

FEBRUARY 16, 2024

Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.

Financial Planner 209

Financial Planner Fee Only Compliance CFP 209

Nerd's Eye View

JANUARY 25, 2024

It also doesn't hurt that advicers can earn a good living, and can also build their practices in any number of ways that fit their personal preferences, needs, and goals!) It's no wonder, then, that the profession attracts individuals who are highly service-minded and enjoy helping others. (It

Financial Advice 184

Financial Advice Clients Financial Planning Numbers 184

The Big Picture

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. Despite interest rates climbing at warp speed, a select number of big tech names have maintained, or even expanded their influence on the index over the last year. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Accounting 258

Accounting Numbers Assets Marketing 258

Pacifica Wealth

FEBRUARY 20, 2022

The frequency of lawsuits is shocking, but despite the numbers, no one believes it will happen to them. The purpose of protecting your assets from frivolous lawsuits is to safeguard what you’ve worked your life to achieve. Protecting your assets using liability insurance is entirely legal, ethical, and even affordable.

Assets 52

Assets Insurance Ethics Wealth Advisor 52

Pacifica Wealth

FEBRUARY 20, 2022

The threat is real – six billion in assets are lost each year to fire. Your asset protection plan needs to guard against the threat of aggressive lawyers as well as physical threats such as fire and theft. The first number is a measure of the maximum temperature the inside of the safe will reach. Asset Inventory (copy).

Assets 52

Assets Certification Insurance Banking 52

Nerd's Eye View

MAY 3, 2024

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

Financial Planner 186

Financial Planner Healthcare Retirement Financial Advisor 186

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Financial Planner 219

Financial Planner Clients Numbers Assets 219

Validea

SEPTEMBER 25, 2023

We look at the number of stocks a portfolio needs to be diversified, the importance of factor diversification, whether a portfolio with only stocks and bonds can be considered properly diversified and why rebalancing is an essential part of diversification. But the details behind how to do that can be much more complicated.

Assets 52

Assets Portfolio Numbers Financial Planner 52

Nerd's Eye View

JANUARY 31, 2024

First is that the underlying vehicle is a Charitable Remainder UniTrust (CRUT), which pays a fixed percentage of the trust's value for either a specified number of years (not to exceed 20) or through the lifetime of the beneficiary. Second is that the CRUT is testamentary (i.e.,

Financial Advisor 212

Financial Advisor Estate Planning Nonprofit Financial Planner 212

Abnormal Returns

APRIL 23, 2023

wealthmanagement.com) Short duration assets, like CDs, look good right now, but they do have risks. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. (abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! awealthofcommonsense.com) International stocks are leading markets higher.

Taxes 243

Taxes Numbers Assets Investing 243

Abnormal Returns

SEPTEMBER 22, 2023

podcasts.apple.com) Zeke Faux Joshua Brown and Michael Batnick talk with Zeke Faux author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall." youtube.com) Aaron Lammer, Max Linsky, and Evan Ratliff talk with Zeke Faux author of "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall."

Financial Advice 228

Financial Advice Numbers Management Assets 228

Nerd's Eye View

AUGUST 18, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 215

Financial Planner CFP Assets Clients 215

The Big Picture

APRIL 8, 2023

He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.” ” Damodaran wants the verbal half of the class to use the numbers intelligently, while the more mathematically inclined need to put those numbers into a narrative that is understandable.

Valuation 293

Valuation Insurance Numbers Portfolio Management 293

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. capitalspectator.com) The drop in bond yields reversed a lot of market trends. wsj.com) Crypto Coinbase ($COIN) is the 'last man standing' in the crypto space.

Media 241

Media Financial Advising Retail Economy 241

Abnormal Returns

NOVEMBER 6, 2023

craincurrency.com) Bankrupt FTX has assets to sell. econbrowser.com) Global economic growth numbers don't tell us much. (mrzepczynski.blogspot.com) Five benefits of higher rates on cash, including no drag on holding an emergency fund. whitecoatinvestor.com) Crypto SBF's conviction doesn't really change much for crypto.

Financial Advising 227

Financial Advising Media Economy Economics 227

Calculated Risk

FEBRUARY 28, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or on nonaccrual status (i.e., The FDIC reported the number of problem banks decreased to 39. The number of FDIC-insured institutions declined from 4,746 in third quarter to 4,706 this quarter. billion to $47.5

Banking 144

Banking Insurance Numbers Assets 144

Nerd's Eye View

OCTOBER 31, 2023

Jon is the Founder and CIO for Echo45 Advisors, an independent RIA based in Walnut Creek, California, that oversees $163 million in assets under management for more than 180 client households. My guest on today's podcast is Jon Henderson.

Financial Advisor 204

Financial Advisor Estate Planning Clients Education 204

Random Roger's Retirement Planning

OCTOBER 30, 2022

If it is looking like you might be pinched a little to make your retirement numbers work and you'll need some sort of part time, active income then you'll have more options by still being able bodied. Not spending that extra $1500 per month on healthcare stuff will make a big impact at just about any non-one-percenter level.

Assets 71

Assets Healthcare Insurance Medicine 71

The Big Picture

JUNE 22, 2023

It shows “Share of Total Assets Held by the Bottom 50% ( red line ) versus the Share of Total Assets Held by the Top 0.1% ( green line ). I suspect most people don’t have any idea about these numbers, and imagine the various starts to be closer together in dollar amounts than they actually are.

Distribution 294

Distribution Assets Economics Numbers 294

A Wealth of Common Sense

JANUARY 18, 2024

This question was in response to my recent piece on the historical returns for stocks, bonds and cash: There are typically a fair number of requests for other asset classes whenever I post this kind of data. As luck would.

Retirement 125

Retirement Numbers Assets 125

The Big Picture

NOVEMBER 30, 2023

My morning train WFH reads: • Owners Keep Zombie Malls Alive Even When Towns Want to Pull the Plug : Aging malls often take a long time to expire, but they can remain valuable assets. The private equity firm with manages $27 billion in client assets. The post 10 Thursday AM Reads appeared first on The Big Picture.

Education 258

Education Assets Economics Numbers 258

MarketWatch

MARCH 17, 2023

billion in new assets. A number of Schwab’s executives and directors have put their money where those beliefs come from, as they have bought a total of nearly $7 million worth of shares over the past week.

Assets 75

Assets Financial Services Banking Accounting 75

Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Financial Planner 215

Financial Planner Tax Planning Taxes Clients 215

Abnormal Returns

JULY 12, 2023

(rogersplanning.blogspot.com) Five mistakes any investor can make including asset mis-location. genyplanning.com) An inheritance raises a number of questions, and opportunities. morningstar.com) Personal finance There's no shortcut to financial health. tonyisola.com) Preparing for the unexpected is more than just an emergency fund.

Risk Tolerance 232

Risk Tolerance Estate Planning Retirement Planning 232

Fortune Financial

JANUARY 30, 2023

trillion in assets, according to a report by Capitalize. How to Find a Lost 401(k) Plan Start by locating any previous plan statements you may have, as it will provide your account number and the plan administrator’s contact information. You’re not alone — Americans forget approximately 24.3 million 401(k) plans with approximately $1.35

Assets 52

Assets Retirement Accounting Financial Advisor 52

Abnormal Returns

MARCH 20, 2024

morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. Strategy Ten things to know about building a diversified portfolio. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 190

Financial Advising Startup Valuation Economy 190

Nerd's Eye View

JUNE 2, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that advisory forms working with a younger client base tend to have relatively stronger growth in assets under management and revenue over time.

Financial Planner 206

Financial Planner Risk Tolerance Clients Financial Planning 206