Carson Wealth

JANUARY 2, 2024

Source: FactSet 12/18/2023 Yields Back Where They Started Barry Gilbert, VP and Asset Allocation Strategist Nothing tells the story of the 2023 markets like yields, and the 10-year Treasury yield is a great reference point. economy, despite the skeptics. However, this may be changing.

Marketing 86

Marketing Marketing Economy Manufacturing 86

The Big Picture

JUNE 6, 2023

SETHI: Well, everybody thought they were a genius including me in 1999, 2000. And they do that for 35 years tweaking numbers I go you won, you won the game. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Number two is travel.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. DAVIS: So when we think about how those teams are evaluated, it’s a three-year number. So how did you perform?

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

JUNE 21, 2017

The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The term “active share” measures the degree to which a portfolio’s holdings differ from those of its benchmark, taking into account the number of stocks in the portfolio but not in the index and the difference in weightings of those stocks held in common. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

AUGUST 20, 2024

The problem is that model, the wisdom of crowds actually requires everybody to have what’s called equal endowment or the same number of votes. And so that incentive where prices get pushed off, if I am the same size and I have the same number of votes as everybody else, I can guide the market back to that.

Assets 170

Assets Management Portfolio Taxes 170

Brown Advisory

APRIL 1, 2015

Several potentially worrisome signs are beginning to appear on the horizon, but they don’t appear particularly disturbing at this point, as we’ll see: The NASDAQ Composite recently crossed 5000 for the first time since March 2000. If stocks with no earnings were included, the P/E ratio in 2000 would have been much higher than shown.)

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Optimists point out that every recession in the last 45 years was preceded by either a large financial bubble (technology stocks in 2000, U.S.

Investing 52

Investing Investments Clients Portfolio Management 52

The Big Picture

JULY 11, 2023

It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. ” Who are the number one users of TurboTax? And you see that in the numbers, right? You have half the number of public companies that you had in 2000.

Management 220

Management Investing Investments Assets 220

The Big Picture

NOVEMBER 8, 2022

RITHOLTZ: 2000, right? Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. I don’t know.

Banking 146

Banking Valuation Economy Investing 146

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. So obviously, we’re seeing some relief in the commodity sector, but more broadly it’s, you know, whether or not how quickly are we going to see that number come down. So derivatives were a part where I was very intimidated.

Clients 296

Clients Wealth Management Banking Investing 296

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact. This projection, however, assumes that participation, currently 63.0%, will continue its decline from its peak of 67.3%, reached in early 2000—a view that strikes many economists as overly conservative.

Investing 52

Investing Investments Economy Assets 52

The Better Letter

JANUARY 26, 2024

” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. Despite exceptional early returns, the fund is barely above water since its 2000 inception (+0.55 I replied, “Which one?”

Assets 103

Assets Valuation Management Marketing 103

The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. There’s Saunders is not spelled with a z There’s no numbers added to it. I went out and bought a bunch of QQQ calls and spider calls just to play around and Russell 2000 calls, spiders did well, Russells did nothing. He is just, he’s just bearish all the time.

Marketing 146

Marketing Marketing Investing Investments 146

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. RITHOLTZ: That whole irrational exuberance era from ’96, from the speech to 2000, that could be the best four-year run in market history. BERNSTEIN: It was crazy. It was really crazy.

Economy 159

Economy Investing Investments Portfolio 159

The Big Picture

MARCH 12, 2024

And that’s, that’s the predecessor to Amherst, which we bought in 2000 and had been running it since then. So think about 2003 home prices had gone up a lot from 2000. So mortgage position in 2000 were way more valuable in 2003 than they were when they originated because they weigh less credit risk. Anything else?

Banking 146

Banking Investing Marketing Marketing 146

The Big Picture

OCTOBER 6, 2024

Highly dependent on precise phrasing of questions That’s just about basic market, economic, and asset allocation questions. Landlines: In 2000, 95% of American households still have a landline phone. Unless you are expecting a call from someone whose number you don’t have – delivery, contractor, doctor, etc.

Media 362

Media Asset Allocation Economics Numbers 362

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. I mean, when we had that first employment number that sort of knocked the lights on, everyone was kind of surprised because we were all keying off the initial claims data, right? It’s a giant number. DUTTA: — and he still is.

Economics 146

Economics Economy Marketing Marketing 146