Talon Wealth

JULY 12, 2021

Overall, the economy is well-positioned to continue recovering from pandemic lockdowns. Markets were mixed this week as investors continue to assess the state of the global economy. Demand is still low compared to early 2020, but as global economies are continuing to open up, oil consumption is recovering rapidly. Stay tuned.

Economics 40

Economics Risk Tolerance Economy Portfolio 40

Clever Girl Finance

MAY 12, 2023

The FI formula How to FI: 5 Steps to reach financial independence Expert tip Understanding your financial independence number Determining your years to FI How many years until reaching your goal? The first step in how to reach FI is figuring out your FI number and how long it’ll take you to reach it. What is FIRE?

Retirement 59

Retirement Numbers Insurance Accounting 59

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. Continually assess where you stand today against your current financial and generational plans.

Planning 52

Planning Taxes Clients Strategic Planning 52

Good Financial Cents

MARCH 20, 2023

Although brokerage accounts don’t offer any upfront tax advantages, you get the chance to invest in any number of stocks, ETFs, and more. You can also invest in any number of real estate platforms, or in Real Estate Investment Trusts (REITs). The best place to invest 200k would depend on your individual goals and risk tolerance.

Investing 98

Investing Investments Risk Tolerance Retirement 98

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. Different risk tolerance and different business plan. Number one, a school district is a business. Those things are different.

Banking 143

Banking Economics Economy Business Planning 143

The Big Picture

DECEMBER 28, 2022

You’re not allowed to do anything in investment management, and then allow it to do anything in sales. The mutual fund business is all about sales and investing. And second, there’s no sales. And the crowd of funds that I’m managing are basically going downhill because redemptions are larger than new sales.

Management 180

Management Investing Investments Clients 180

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. BITTERLY MICHELL: … obviously, the United States, the global economy. BITTERLY MICHELL: Sure.

Clients 290

Clients Wealth Management Investing Investments 290

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. Considering Climate within Portfolios. Mon, 10/04/2021 - 11:00.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? You sit on the board of directors on a number of portfolio companies.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. You’re actually crunching a lot of numbers. So it’s very long dated capital.

Banking 143

Banking Investing Investments Marketing 143

James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

Marketing 52

Marketing Marketing Valuation Economy 52