The Big Picture

JANUARY 21, 2025

But yes, I was given my own column and by that point, having seen all these star managers come and go, you know, I had become an index fund devotee, and in column after column I banged the drum for index funds to the point where my editors were asking me, Hey, could you write about something else? And a, a number of things happened.

Investments 144

Investments Investing Retirement Management 144

The Better Letter

JANUARY 2, 2025

To BNY Mellon Wealth Management, it was to be “a healthy and welcome slowdown.” “Bonds have their moment,” BNY Mellon Wealth proclaimed. Gandalf was fired in July. Bloomberg cast a wider net , looking at more than 650 market calls. “Tilt to fixed income,” insisted Franklin Templeton.

Management 106

Management Marketing Marketing Economics 106

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. She, she absolutely has a unique background and a unique perch on, on wealth management and what’s going on in the world.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. There’s just a ton of movement in wealth management, which I think is exciting and hopefully is good for investors.

Clients 130

Clients Investments Investing Management 130

Trade Brains

DECEMBER 7, 2023

The topics covered are personal finance math, retirement problems, introduction to mutual funds, the concept of fund & NAV, equity schemes, debt funds, investing in bonds, index funds, rolling returns, Exchange-traded funds(ETF) and basics of macroeconomics. You can enroll in the course here.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry.

Assets 293

Assets Clients Investments Investing 293

The Big Picture

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. And you’re a professional wealth manager, you talk to investors, they will say that underpinning it is some basic fundamentals of corporate analysis and management. RITHOLTZ: Right.

Retail 130

Retail Government Economy Economics 130