The Big Picture

JULY 11, 2023

And as a CEO today, I have to say that period of my career running the auto finance business was probably the most significant. Within a year, you couldn’t be more than 10% of the fund. JOHNSON: …for most assets. And I got to tell you, we then spun out an auto financing business. RITHOLTZ: Sure. RITHOLTZ: Right.

Management 213

Management Investing Investments Assets 213

The Big Picture

AUGUST 29, 2022

Eric Balchunas is someone I’ve known from both the ETF industry and Bloomberg for, I don’t know, a decade or two, and we hang out in a lot of the same circles. There are a few people in the world who know as much about ETFs indexing, Vanguard, Jack Bogle. He is the Senior ETF Analyst for Bloomberg News. Time to start.”

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

SEPTEMBER 7, 2022

You have to keep 2,400 listed companies up and running, trading as much as a billion shares a day. RITHOLTZ: So when you say technology, it’s the technology at the New York Stock Exchange, as well as the technology at all the companies that are trading? MARTIN: Yeah. RITHOLTZ: How do you go from the Commodore 64 to that?

Communication 294

Communication Engineering Marketing Marketing 294

The Big Picture

OCTOBER 19, 2022

We had some great performance from some of our active funds early days, Windsor fund, John Neff superstar fund manager that helped, you know, really talking about indexing. We’re taking on high cost funds, active managers, sort of the industry, trying to bring transparency and low costs to the industry. So that was helpful.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

DECEMBER 6, 2022

 . Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below. They are a $40 billion thematic ETF shop that have some of the most interesting ETFs that are out there. LUIS BERRUGA, CEO, GLOBAL X ETFS: Thank you for having me, Barry.

Clients 152

Clients Investing Investments Management 152

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The reason we’re providing 10 is because there’s no single investment strategy that’s right for all investors, and in all investment environments. Below is our list of the 10 best long-term investment strategies for 2022.

Investing 108

Investing Investments Retirement Planning Risk Tolerance 108

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. The future is rarely the same as the past.

Investing 52

Investing Investments Portfolio Accounting 52

Good Financial Cents

JULY 13, 2022

The examples below highlight some of the types of digital real estate people can use to earn both active and passive income. #1: You can also use this website to buy property in Upland, which Metaverse Property explains as “the Earth’s metaverse where you buy, sell, and trade virtual properties mapped to the Real World.”

Investing 78

Investing Investments Accounting Media 78

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S. Manager Characteristics.

Investing 52

Investing Investments Portfolio Management 52

Good Financial Cents

DECEMBER 9, 2022

Whether you are an active investor or an aspiring one, it’s crucial that you understand how compounding works. 10) Alternative Investments . 9% divided by 72 = 8 years 10% 7.27 10% divided by 72 = 7.2 But do you know exactly what it is and how it can benefit your investments? Best Compound Interest Investments .

Investing 103

Investing Investments Accounting Certification 103

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? We have stuck to the same valuation framework since launch that uses a 10% annual return hurdle but with inflation rising we started to question once again if our hurdle was high enough. Source: Factset.

Investing 52

Investing Investments Valuation Clients 52

Good Financial Cents

JULY 26, 2022

In the past, inflation has been caused by factors such as wars, natural disasters, and oil shocks. Consumers often feel inflation the most when they go to the grocery store and find that the prices of their favorite items have increased. Most were able to adjust their budgets accordingly but still felt the impact. last month.

Investing 69

Investing Investments Certified Financial Planner Financial Planner 69

Good Financial Cents

OCTOBER 5, 2022

Public.com lets you invest in stocks, ETFs, and crypto with any amount of money. There may be other fees associated with trading. Not only can you make money from your investing activities, but some investing apps will pay you in free stock just to open an account. Ads by Money. We may be compensated if you click this ad.

Accounting 98

Accounting Budgeting Investing Investments 98

The Big Picture

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

JUNE 2, 2016

April is the cruelest month"—the sentiment of poet T.S. Prolonging a two-year trend, investors seeking both limited risk and high yields pushed up the S&P 500 Utilities Index this year by 10% through May 23, compared with a 0.5% Google (whose parent is Alphabet) fell 10% intraquarter and has risen 4% from that low.

Marketing 52

Marketing Marketing Management Communication 52

Trade Brains

JULY 4, 2023

As a matter of fact, many of such discount brokers are able to outrank the well-determined and big ‘conventional’ trading firms. Discount brokers offer low brokerage, high speed, and a fast platform for trading in stocks, commodities, and currency derivatives. which charge hefty commissions on each trade.

Accounting 98

Accounting Planning Clients Investing 98

Good Financial Cents

FEBRUARY 17, 2023

The apps are free to join, and you can purchase everything from individual stocks and mutual funds to ETFs and REITs. With most apps, you can invest as little as $10. You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs).

Accounting 69

Accounting eCommerce Investing Investments 69

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. At six months, let’s see — let’s see how this goes.”. And so, I said, “All right.

Clients 286

Clients Wealth Management Investing Investments 286

Carson Wealth

APRIL 24, 2023

The recent Bank of America Global Fund Manager Survey showed the most underweight stocks relative to bonds since the global financial crisis. According to the latest CNBC All-American Economic Survey , 69% of those surveyed held negative views about the economy now and in the future, the most pessimistic levels ever.

Marketing 52

Marketing Marketing Economy Sales 52

Carson Wealth

MAY 22, 2023

Meanwhile, tech stocks continue to perform well, with the NASDAQ-100 setting a new 52-week high for the first time in nearly 18 months. Stocks have gained during May in nine of the past 10 years. May marks seven months without a new low, which greatly improves the odds that stocks have bottomed and higher prices are coming.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. We do know that reacting strongly to short-term fears about the unknown is most often a mistake.

Clients 52

Clients Economy Banking Investing 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Instead, we’re looking 10, 20 or 30 years ahead—a long enough horizon to smooth out short-term fluctuations resulting from variables such as economic cycles, changes in interest rates and geopolitical events.

Investing 52

Investing Investments Portfolio Assets 52

Dear Mr. Market

MARCH 11, 2023

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. A perfect ETF (exchange traded fund) to accomplish this is the #9 seeded First Trust Rising Dividend Achievers ETF ( RDVY ).

Investing 105

Investing Investments Portfolio Assets 105

The Better Letter

JANUARY 11, 2024

As Daniel Kahneman, the world’s leading authority on human error, has carefully explained , “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.” What someone else is willing to pay for it is based on what they believe – about the past, present, and future.

Economy 94

Economy Economics Math Banking 94

The Big Picture

MARCH 26, 2024

She gets to see a huge amount of activity from the inside, and she, on a regular basis, speaks to investors, speaks to advisors, speaks to institutions. And that combination of her unique perch and perspective and her deep experience, a as either a fund manager or a strategist for the past 38 years unparalleled in the world of investing.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

And I think, you know, the way you can tell when equities are expensive is by the investment banking activity, because nobody sells a company when it’s cheap. And so, the investment banking activity started to explode. Also, how quantitative was it in 2009 and ’10? They wanted to hear a bear story post 2009. BERNSTEIN: No.

Economy 152

Economy Investing Investments Portfolio 152

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is active income. Passive income is a long-term choice that requires short-term tradeoffs.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

APRIL 8, 2024

He helps keep them on the right side of the trade, and he’s really just one of these legends and gems on, on Wall Street. I, I’ve been really lucky in my career and I, I listen to your show all the time, and most people will say that, right? Ed Hyman is much more practical than most economists. His clients adore him.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

00:01:10 [ Bill Dudley ] Great to be here, Barry. 00:03:10 [Speaker Changed] It’s real money. 00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

APRIL 25, 2023

I know Brian for, I don’t know, a dozen years, maybe longer, but I’ve really gotten to know him over the past couple of years. Other firms have launched in the past as affiliates or related companies to law firms. For most of the clients that come to us for startup work, right? We sold our house. RITHOLTZ: Second.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

NOVEMBER 15, 2022

Dave is really a fascinating person, with an incredible depth of knowledge about, well, he’s probably best known as the ETF guy. And then, of course, all the folks who were coming in from the Amex like Nate Most. And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. I found our conversation to be absolutely fascinating.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 12, 2024

He came to public attention for shorting, probably most famously, Lehman Brothers, about eight months before the company went bankrupt. And then after that, eventually I could, I could figure out how to answer most of the questions. 00:07:10 [Speaker Changed] We didn’t. And ultimately I just learned how to do that.

Management 282

Management Investing Investments Economy 282

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Numbers 141

Numbers Investing Investments Marketing 141

The Better Letter

JANUARY 12, 2023

The most storied management consultants in the world were wrong by a factor of 100 (and then some). As Daniel Kahneman, the world’s leading authority on human error, has carefully explained , “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”

Economy 115

Economy Economics CFP Management 115