Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. sambowman.co) Japan has started to increase retirement ages. washingtonpost.com) Economy The Citi U.S. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? That's why homebuilders are booming.

Planning 158

Planning Food Financial Advising Startup 158

Abnormal Returns

FEBRUARY 9, 2024

aswathdamodaran.blogspot.com) Strategy Moira O'Neill, "Whatever your means, if you’re approaching retirement aiming to fill a pensions black hole by trading, stop it now." blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan. ft.com) A valuation analysis of the Magnificent Seven.

Financial Advising 247

Financial Advising Media Valuation Economy 247

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy. It is a “scale economies shared” business model where customers, the company and shareholders can all win.

Investing 52

Investing Investments Valuation Clients 52

Aleph

JANUARY 14, 2023

Jan 10, 2023 The California Public Employees’ Retirement System is making a $1Bn wager that small private equity firms can boost the pension giant’s returns and clout [link] CALPERS has a knack for being late… adding money to two small private equity shops now? Jan 10, 2023 CFP?

Math 59

Math Assets Government Engineering 59

AdvisorPR

OCTOBER 29, 2020

In nationwide surveys of investors and their view on the election, some see maintaining the current political leadership as a positive for the economy and markets while others see a continuation of the presidential office to have dire consequences for their financial future. Step Five – Prepare for Both Outcomes.

Communication 52

Communication Clients Planning Financial Services 52

The Big Picture

NOVEMBER 15, 2022

My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. The advice part of being a financial adviser is the hard part. NADIG: Yeah. But you had that, you had ETFs.

Management 270

Management Assets Portfolio Investing 270

The Big Picture

NOVEMBER 14, 2023

My Two-for-Tuesday morning train reads: • Higher Contribution Limits Are Coming for 401(k) Retirement Plans : But, financial advisers note, most people cannot afford to set aside the maximum amount. This is a system geared for high earners,” one expert said. ( New York Times ) see also The U.S.

Financial Advising 130

Financial Advising Retirement Planning Retirement Assets 130