Good Financial Cents

JULY 21, 2022

Ad Invest as little or as much as you want with a Robinhood portfolio. With Robinhood, you can build a balanced portfolio and trade stocks, ETFs and options as frequently as you want, commission-free. Instead, it’s a robo-advisor that lets you choose your own investments and provides automated management for your portfolio.

Accounting 98

Accounting Commission Investing Investments 98

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

The Big Picture

MAY 30, 2023

BRYANT: And so when this guy told me that we’re, at that time, 10,000 banks, hundreds of thousands of bankers, 100,000 banks. RITHOLTZ: Were there banks in your neighborhood or were you an unbanked … BRYANT: Well, I mean, it was so few you knew where they were, put it that way, right? Oh, of a bank account.

Banking 141

Banking Economics Economy Business Planning 141

Good Financial Cents

JULY 8, 2022

Options trading is becoming increasingly popular, especially as investors look for new and different strategies to improve retirement portfolio performance. Options trading is a higher-risk activity than other types of investing, but it can be profitable if you are knowledgeable and understand those risks. Ads by Money.

Commission 53

Commission Accounting Financial Services Investing 53

Good Financial Cents

SEPTEMBER 2, 2022

Investing in real estate can be lucrative and a great way to diversify your portfolio. There are three crucial factors to consider before deciding how to invest in an apartment building: Your risk tolerance. Can you handle the risk involved with investing in an apartment building? How much risk can you manage?

Investing 98

Investing Investments Budgeting Management 98

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. RITHOLTZ: There’s always risk involved with counterparties …. BITTERLY MICHELL: Always risk. It wasn’t even question.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

NOVEMBER 14, 2023

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. It was Mass Financial Services. Didn’t really think about going into financial services. That is p gm.

Math 130

Math Management Insurance Assets 130

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. LAYTON: Yeah. LAYTON: Yeah. LAYTON: Yup.

Clients 141

Clients Investing Investments Assets 141

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Managed investment options through Charles Schwab Intelligent Portfolios.

Investing 93

Investing Investments Commission Risk Tolerance 93