Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Strong household balance sheets and solid income growth have led to a resilient economy. The takeaway?

Marketing 96

Marketing Marketing Economy Investing 96

The Big Picture

JANUARY 24, 2023

What made you pursue that? RITHOLTZ: So you do a senior thesis about what was then the newly emerging field of private equity, which school did you do the thesis for? And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. So I thought, well, what an interesting idea.

Investing 259

Investing Investments Numbers Banking 259

The Big Picture

FEBRUARY 21, 2023

So let’s talk a little bit about what we have going on right now. BUCKLEY: It’s been a learning time, and it’s been a growth time is what I would say, Barry. I think everyone in the audience agree, it’s been a tough few years for investors and that’s the time to rally. How’s it going?

Clients 271

Clients Investing Investments Retirement 271

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. Investors seem fixated on the timing of the first increase.

Valuation 52

Valuation Economy Banking Economics 52

Harness Wealth

JUNE 9, 2023

In this article, we’ll go into detail on what to think about when it comes to financial planning, as well as a step-by-step process of how to build a sample financial plan that aligns with your personal goals and needs. Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Financial Planning Planning Financial Planner Wealth Management 52

Cornerstone Financial Advisory

JUNE 27, 2022

Declining energy and food prices and falling bond yields signaled a potentially improving inflation outlook, buoying investor sentiment. Stocks turned a bit choppy mid-week as investors digested Fed Chair Jerome Powell’s Senate appearance but resumed their momentum on Thursday and rallied Friday as rate-hike expectations eased.

Marketing 52

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The Irrelevant Investor

DECEMBER 7, 2016

Anecdotally I can confirm that investors are indeed worried about how bonds and bond funds will behave if rates continue to rise. The sense I get is that they're not just worried about their fixed-income returns falling short of expectations, they're freaking out about a full blown meltdown.

Portfolio 52

Portfolio Government Retirement Planning 52

The Big Picture

AUGUST 29, 2023

I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. What led to an interest in insurance?

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Portfolio Investing Investments Numbers 130

Yardley Wealth Management

MAY 18, 2022

Investing in Uncertain Times After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Investors scared off by the likelihood of rising rates suffered for betting against the collective wisdom of the market.”

Investing 52

Investing Investments Economics Portfolio 52

The Big Picture

FEBRUARY 13, 2023

 The transcript from this week’s, MiB: Rick Rieder, BlackRock’s CIO of Global Fixed Income , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, Rick Rieder runs fixed income at BlackRock. Was fixed income always in the cards? He helps to oversee $2.5

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Economy Numbers Portfolio Marketing 143

Brown Advisory

MARCH 30, 2020

Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.”

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Mon, 03/30/2020 - 16:04.

Management 52

Management Marketing Marketing Clients 52

Mr. Money Mustache

MAY 20, 2022

Which has in turn triggered the more skittish stock investors to run for the exits and completely change their view of our economic future, flooding the financial news with red ink and scary headlines. the current blowup) -20% so far What’s your guess? What do you think will happen to your monopoly?

Marketing 57

Marketing Marketing Retirement Investing 57

Bell Investment Advisors

MARCH 15, 2023

But what’s interesting about that, though, is that if you look at this green line, you’ll see it was much better. What the green line is representing is the same index of those international stocks, but instead of measuring the performance in U.S. investors here, looking abroad, we still felt that effect.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

APRIL 1, 2016

After several years of relative calm, investors have had renewed reason to worry about protecting their portfolios. Looking back, it was these very factors that drew investors to riskier, more volatile asset classes, setting the stage for an inevitable return to risk aversion. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

WiserAdvisor

APRIL 25, 2023

Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. What is 401(k) rebalancing? Rebalancing a 401(k) refers to adjusting the asset allocation of your investment portfolio back to its original target percentages. Click to compare vetted advisors now.

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Risk Tolerance Asset Allocation Financial Advisor Portfolio 99

Brown Advisory

MARCH 27, 2023

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). We also share a few thoughts on what that means for our investment thinking.

Banking 90

Banking Economics Insurance Assets 90

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. What is it?

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Marketing Marketing Taxes Economics 98

The Big Picture

JUNE 7, 2023

Transcript after the jump… We have an amazing group to discuss what it’s like to launch a hedge fund in the current environment and some of the things you need to know about becoming an emerging manager. Frame what’s going on in today’s environment and what’s it like managing a fund in this sort of circumstance?

Management 270

Management Investing Investments Economics 270

Brown Advisory

OCTOBER 18, 2019

Five Sources of Alpha in an Aging Market Cycle ajackson Fri, 10/18/2019 - 10:30 For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., Further, U.S.

Marketing 52

Marketing Marketing Valuation Numbers 52

Brown Advisory

OCTOBER 18, 2019

For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., During this period, those who owned public equities and fixed income as the core of their portfolios were generally rewarded.

Marketing 52

Marketing Marketing Valuation Numbers 52

The Big Picture

JULY 24, 2023

Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. RITHOLTZ: So let’s talk a little bit about what Stray Reflections is today and who your clients are. I can be deeply reflective about what’s going on.

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Marketing Marketing Economy Valuation 130

The Big Picture

JULY 18, 2023

Just a fascinating approach to understanding value investing, understanding how to allocate Capital and take risks. And I said, “What is this business that this gentleman is in and how do I get involved?” And I was like, what am I torturing myself for? RITHOLTZ: Not too shabby. WAGNER: Not too bad. WAGNER: It was indeed.

Investing 130

Investing Investments Assets Insurance 130

WiserAdvisor

FEBRUARY 19, 2024

To mitigate this risk, you must invest in health insurance and long-term care insurance. What sets the HSA apart is its dual-benefit system. Contributions to an HSA are tax-deductible, meaning you can reduce your taxable income with an immediate financial benefit. Health insurance is a viable option.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

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. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

MARCH 27, 2023

What made you decide to write a memoir about your decades in the hedge fund industry? And two was that I had never really taken time to think about the lack of women in the business, and that there really wasn’t a voice to tell the story of female investors. RITHOLTZ: What did you do with Lehman Brothers that you grew to hate?

Assets 277

Assets Investing Investments Management 277

The Big Picture

SEPTEMBER 5, 2023

There are few people more knowledgeable about what’s going on in the state of real estate, why it got to where it is today, how it’s changing, and what you should know about prices and supply in the near future than Jonathan. Tell us what that means. RITHOLTZ: What was that transition like? MILLER: Yeah, yeah.

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Sales Numbers Taxes Marketing 130

The Big Picture

MARCH 21, 2023

I liked what they did. I said, how do I do what you’re doing? Because, you know, there’s this constant fight in academia, if you believe something works, does it work because markets are efficient in its compensation for risk, or for behavioral reasons? I was an undergrad studying business and engineering. ASNESS: Yeah.

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Valuation Investing Investments Numbers 164

The Big Picture

JUNE 27, 2023

Not only did he serve on the Brady Commission looking at the ’87 crash, but his history of investing and trading and public service, both at the Fed and the Chicago Board of Trade and Treasury Department, really unparalleled, as well as just a pretty amazing track record as an investor and trader. RITHOLTZ: Doing what?

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Math Risk Management Management Marketing 143

Good Financial Cents

APRIL 26, 2023

Investing well is about balancing risk and reward. The unprecedented challenges facing the world economy have many savers looking to reduce their exposure to risky investments and move towards those with lower risk. The Top 15 Best Low-Risk Investments With The Highest Returns: Zero Risk Investments Seriously, this is free money.

Investing 98

Investing Investments Insurance Certification 98

Sara Grillo

FEBRUARY 13, 2023

Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge. Source: Standard & Poors, Yardeni And guess what else! link] Richey, Greg.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

FEBRUARY 20, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:09 [ Barry Ritholtz ] This week on the podcast, what can I say? That’s how, 00:01:15 [Barry Ritholtz] Because that’s what I always hear you described as not a William.

Economy 143

Economy Banking Marketing Marketing 143

The Big Picture

APRIL 11, 2023

What can I say about his breadth and depth of expertise? 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.

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Valuation Education Government Numbers 289

Brown Advisory

MAY 16, 2016

after Apple, Alphabet (aka Google), Microsoft and Exxon, and is just ahead of Amazon and Facebook. Buffett described the table as showing what Berkshire is all about—trying to grow the normalized operating earnings power every year on a per-share basis. Berkshire is the fifth most valuable company in the U.S.

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Insurance Investing Investments Banking 52