The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

Investments

Truemind Capital

JULY 18, 2025

Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises.

Financial Market

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Actual economic or market events may turn out differently than anticipated.

Marketing

The Big Picture

APRIL 29, 2025

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. We learned everything, you know, across from accounting to auditing to, to tax and valuation. And as a result, I got hired away by one of Anderson’s clients, which was Aetna.

Management

Nerd's Eye View

JULY 2, 2025

In this guest post, James Liu, CEO and founder of Clearnomics, offers an analysis of nine key questions that could be relevant for upcoming client conversations, from the potential economic and market impact of tariffs to the Federal Reserve's views on interest rates and their future direction. While the U.S. So far, though, the U.S.

Clients

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession.

Marketing

Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Eligibility: Typically requires accredited investor or qualified client status due to regulatory restrictions. Their valuations can be uncertain since they are not traded on public markets.

Taxes

The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And I think it partly depends on the economic comfort in which you grew up. 00:09:30 [Speaker Changed] So that’s an interesting thesis.

Investing

Investing Caffeine

DECEMBER 2, 2024

Combined, these negative side effects have the potential of significantly dampening economic growth. Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% Time will tell. Subscribe Here to view all monthly articles.

Marketing

The Big Picture

APRIL 8, 2025

But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. I knew that I wanted to work with clients. And, you know, she had kind of gone to bat very controversially asking the bank to protect clients on, on some of the products that had gone bad.

Asset Allocation

The Big Picture

JULY 15, 2025

But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And a friend of mine who had gotten fired from this economic consulting firm, got a job at Chase Econometrics, IDC, and said, you have to come over here. Barry Ritholtz : I’m, I’m thrilled to have you. I got the job.

Numbers

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economy

Trade Brains

JULY 3, 2025

indicating premium valuations, while the debt-to-equity ratio remains comfortable at 0.34, reflecting a stable balance sheet. Profit for the quarter stood at Rs. crore, sharply lower by 90.1 percent YoY and 88 percent QoQ, compared to Rs. crore in Q4FY24 and Rs. crore in Q3FY25. The stock trades at a P/E of 55.2,

Valuation

The Big Picture

MARCH 25, 2025

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. Valuations tended to crash and burn very, very cheap valuations tended to do well. So, the reason I am an economics, I have a degree in economics. Right, right.

Management

Truemind Capital

APRIL 11, 2025

Any attempts to reduce quantitative easing lead to stock market tantrums and economic slowdown. Have exposure to Gold: We have been investing 15-20% of all our client’s portfolios in Gold since 2018 (when quantitative tightening was reversed to easing) 2. Focus on valuations.

Asset Allocation

Truemind Capital

APRIL 18, 2025

Equity Market Insights: And It All Falls Down… Over the past few quarters, weve consistently shared our view that a valuation reset was overdue in India, particularly in the mid and small-cap segments. As anticipated, mid and small-caps corrected more sharply due to frothy valuations.

Financial Market

Trade Brains

JUNE 12, 2025

Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. This shift is boosting the credibility, valuation and the investor confidence. Sustainable scaling is requiring revenue growth with a healthier unit of economics.

Startup

Investing Caffeine

AUGUST 1, 2025

The nearly 900-page legislation spans a broad range of economic issues including tax reform, healthcare, energy policy, and national security. In this momentum environment, the market should continue its productive juggling, but if the frothy or economic winds worsen, investors should be prepared for a dropped ball.

Valuation

Trade Brains

JUNE 6, 2025

billion in 2025, is pivotal to economic growth, encompassing roads, power, and urban development. This strong order pipeline indicates robust future revenue visibility and potential for re-rating, reflecting investor interest despite the company’s modest current valuation. India’s infrastructure sector, valued at USD 223.59

Marketing

The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

Investments

Nerd's Eye View

OCTOBER 4, 2023

And when conditions are this uncertain, it often makes sense to dive deeper into the factors driving the economy to better understand the risks – and opportunities – that clients may face. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation.

Valuation

Nerd's Eye View

APRIL 3, 2024

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics

Nerd's Eye View

MARCH 6, 2024

An assumed rate of return is needed, for example, to illustrate how much a client might need to save for retirement, how much savings they'll have when they do retire, and how long their savings will last after they stop working. The good news, however, is that there are ways for advisors to address the current issue of high U.S.

Valuation

Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e.,

Economics

Abnormal Returns

SEPTEMBER 17, 2023

Finance Goldman Sachs ($GS) want to sell HNW clients a piece of a sports franchise. frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week.

Financial Advising

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. and global investments.

Valuation

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. How advisors can approach working with ultra-wealthy clients, who are increasingly focused on building dynastic wealth. Read More.

Financial Planner

The Big Picture

DECEMBER 1, 2022

I have been fairly vocal that inflation has peaked , the Fed has already overtightened, and they run the risk of doing too much economic damage fighting a demon that has already been exorcised. But my job is not to give the Fed policy advice, it is instead to provide clients with insight and investment advice. 50% chance ).

Economy

Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households.

Financial Advisor

The Big Picture

JUNE 20, 2024

In response to repeated inquiries from BofA clients, Savita looked at numerous indicators that collectively suggest markets are topping. The table above shows the major market peaks going back to 1990.

Marketing

Abnormal Returns

AUGUST 15, 2022

kitces.com) Daniel Crosby talks with Melina Palmer is founder and CEO of The Brainy Business, which provides behavioral economics consulting to businesses of all sizes from around the world. investmentnews.com) Advisers What is happening with RIA valuations? riabiz.com) DFA is a case study in being slow to recognize industry shifts.

Financial Planning

Nerd's Eye View

AUGUST 19, 2024

Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. metrics like revenue, profit, impact, clients, or team size), and a timeline for when the goals should be achieved.

Planning

The Big Picture

JULY 24, 2023

My back-to-work morning train WFH reads: • The Problem with Valuation. I have an issue with valuation models in general. Because basically all the valuation metrics tell the same story—U.S. An aging population that values its free time set the stage for economic stagnation. But its success is hard to replicate. (

Valuation

Abnormal Returns

JUNE 11, 2023

(vulture.com) The co-working business is diversifying its client base. wsj.com) How a seed investor approaches valuation discussions. axios.com) The economic schedule for the coming week. axios.com) How the Apple Watch saved the luxury watch industry. om.co) Twitter really hates paying its bills.

Financial Advising

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust .

Estate Planning