FMG

DECEMBER 22, 2022

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? I couldn’t pass up on the one-click compliance! I’m very excited about what 2023 has in store.

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

The Big Picture

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? I don’t have — coming from a family business, we say we don’t have portfolio theory. KLINSKY: — as well as they had expected. And so these things went from $15 billion to zero. KLINSKY: Yeah.

Investing 257

Investing Investments Numbers Banking 257

The Big Picture

FEBRUARY 13, 2023

But you know exactly how they’re going to interplay within a portfolio, hugely powerful. You know, it’s not the equity market, and I run some big equity portfolios, you know, different. But, you know, it’s been in a portfolio for a long time. Last year, it’s in our tactical portfolios.

Economy 141

Economy Numbers Portfolio Marketing 141

Sara Grillo

MAY 8, 2023

BOBBY SAMUELSON: Which is what the financial advisors typically see is just a forward projection of this monthly cycle recurring over and over and over, over again. Excuse exactly. SARA GRILLO: But that is a total return… Not a price return. SARA GRILLO: I do. They find that publication.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 16, 2023

They kept the reputation intact by communicating with their investors. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. So this is the math that I applied. So think about this, do the math. And now it’s a different world. RITHOLTZ: Right.

Media 278

Media Investing Investments Valuation 278