The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investing Investments Assets 130

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch. 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

ClearMoney

JANUARY 4, 2022

For investors worried about the impact of inflation on their portfolios, it is important to remember that US stocks since 1991 have generally provided returns that outpaced inflation. Another market curiosity arose in early 2021, when individual investors and others helped bid up shares of videogame retailer GameStop, as Exhibit 3 shows.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

JULY 11, 2023

And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. And then unbelievable managers in ClearBridge and Martin Currie and Brandywine.

Management 213

Management Investing Investments Assets 213

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

DECEMBER 6, 2022

And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S. We have financial advisors. We have retail clients. Is that the clients you’re aiming for? BERRUGA: Yeah.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

NOVEMBER 14, 2022

If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk. Salaske agrees that many advisors don’t do a great job. Salaske says this isn’t right from a longevity standpoint and that is should instead be managed on a total return basis.

Insurance 59

Insurance Financial Advisor Retirement License 59