Validea

NOVEMBER 29, 2023

” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market. .” ” I think for most investors their degree of optimism and pessimism l ikely fluctuates with the performance of their investments and the overall market.

Investing 64

Investing Investments Risk Tolerance Financial Advisor 64

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. When a client experiences an unexpected loss, their emotional response can go from feeling concerned to feeling threatened. People have strong reactions to any loss.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. For those of you who are new to my blog, my name is Sara.

Financial Advisor 59

Financial Advisor Assets Management License 59

The Big Picture

JULY 24, 2023

Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. MIAN, FOUNDER AND MANAGING EDITOR, STRAY REFLECTIONS: Pleasure being here, Barry. And I looked up to you as “The Big Picture” blog. Welcome to Bloomberg.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Jonathan Miller, welcome to Bloomberg.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 2, 2023

And it’s turned into a $100 million business with incredible investors and just a huge brand on the internet. How do you go out and find investors? Let’s talk a little bit about how a blog becomes a business. 2008, you launched a blog after you leave UBS in the midst of the financial crisis.

Retail 161

Retail Insurance Advertising Numbers 161

Aleph

DECEMBER 31, 2022

It may give me an idea for a blog post when I see them categorized. ” Credit Trends The worst year for equity bulls since 2008 will also be remembered as one when the predominant investment strategies veered from one another by the most in 21 years [link] 2022 key: “immunize yourself from interest-rate sensitivity.”

Government 59

Government Banking Taxes Advertising 59