The Big Picture

FEBRUARY 21, 2023

And certainly for us, that has been a time to show up and answer the bell for our clients. I mean it was a company owned by its clients with a clear purpose to really give them a fair shake and provide them with a better future. We looked at client success, it was defined by the funds they hold, but also by the advice they got from us.

Clients 279

Clients Investments Investing Retirement 279

Integrity Financial Planning

JULY 20, 2022

Brian shares what he tells clients about investing and retirement planning. For instance, Tom Brady, the greatest of all time, was 199 th pick when he was drafted in 2000. Brian shares about a client who was heavily invested in one stock, Netflix. What are the risks of making emotional decisions when it comes to your money?

Investing 98

Investing Investments Retirement Retirement Planning 98

NAIFA Advisor Today

MARCH 31, 2023

Kathleen Owings is the Principal and Financial Advisor of Westbilt Financial Group , an independent financial advisory firm providing comprehensive planning for clients wanting to achieve personal goals. Kathleen graduated from the United States Military Academy at West Point in 2000.

Engineering 84

Engineering Financial Services Financial Advisor Insurance 84

Walkner Condon Financial Advisors

AUGUST 18, 2022

2000. $ 3,000.00 . $ 4,000.00 . 2000. $ 4,000.00 . $ 3,000.00 . 2000. $ 5,000.00 . $ 2,000.00 . 2000. $ 6,000.00 . $ 1,000.00 . 2000. $ 7,000.00 . $ – . You would have a total capital gain of $10,000. # Cost Basis. Capital Gain.

Planning 98

Planning Taxes Certification Financial Advisor 98

Random Roger's Retirement Planning

SEPTEMBER 16, 2022

Also charted are two funds I use for clients, one that has done better than IGBH and one that has done worse. The advisor said it had no interest rate risk which doesn't appear to be exactly right per the chart but clearly the hedging softened the blow relative to most plain vanilla bond funds. It's been down about half as much as the AGG.

Planning 98

Planning Portfolio Investing Investments 98

Random Roger's Retirement Planning

SEPTEMBER 20, 2023

We've looked at these a couple of times over the years, back in the 2000's I accessed the space through a closed end fund that had a high yield, higher than what the space typically offers, thanks to the leverage inherent in the closed end universe. BTAL is a client and personal holding. And the results.

Portfolio 96

Portfolio Clients 96

Walkner Condon Financial Advisors

OCTOBER 18, 2023

Financial advisors spend the majority of our careers understanding the financial aspects of retirement; has the client saved enough to sustain through the remainder of their lives, is there a risk that they may “overspend” their plan, and what unforeseen risks may come their way as they navigate the next 20-40 years of their lives.

Retirement 105

Retirement Financial Advisor Retirement Planning Clients 105

Advisor Perspectives

APRIL 4, 2024

Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? Finally, we will address the complexities advisors face in investment management, client growth, and retention. The economy, inflation, interest rates and market valuations drive the key questions facing advisors.

Valuation 64

Valuation Retail Banking Economy 64

Trade Brains

SEPTEMBER 26, 2023

Top Indian Stocks Held By Morgan Stanley : With more than 29 years of experience in India, Morgan Stanley offers both domestic and foreign clients a range of services. Key clients including Power Grid Corp., It employs over 2000 individuals and also has 6 manufacturing units, 3 FDA units, and 3 cutting edge R&D centers.

Portfolio Analysis 111

Portfolio Analysis Portfolio Pharmaceutical Manufacturing 111

Trade Brains

JANUARY 22, 2024

KPIT has dedicated over 2000 engineers to the Honda Project. The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

SEPTEMBER 17, 2023

Top Indian Stocks Held By Goldman Sachs : Goldman Sachs has been serving clients in India since the 1980s and established an onshore presence in Bengaluru, in 2004, Mumbai, India in December 2006 and a new office in Hyderabad opened in 2021 following a ten-year joint venture. 370 crore to Rs. Market Cap (Cr.) EPS (TTM) 7.83

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

BlueMind

DECEMBER 23, 2022

You will Like: How Advisors Deal With High Net Worth Clients. Deciding to chase after bigger commissions and targeting high net worth clients, he begins his own firm selling penny and IPO stocks. Boiler Room (2000). Cash should not be exchanged between client and advisor. The Wolf Of Wall Street (2013). Final Remarks.

Financial Advisor 98

Financial Advisor Commission Clients Management 98

The Big Picture

MARCH 4, 2025

I literally sat next to the, the managing director that I worked for and would listen in on all the client calls and sort of, you understand much more quickly how to handle specific situations. So that has definitely driven a lot of activity overall and something that we spend a lot of time talking about with our, with our clients.

Banking 130

Banking Economy Startup Marketing 130

Nationwide Financial

JUNE 14, 2023

Clients participating in this year’s tech-stock rally could benefit from a portfolio review and diversification check, as this appreciation may have thrown many allocations off balance. For example, small caps have lagged the NASDAQ 100 this year, with the Russell 2000® Index of small-cap stocks down nearly 10% year.

Valuation 52

Valuation Portfolio Assets Clients 52

Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index Source: Furey Research Partners. return in the first quarter of 2020), U.S. All investments involve risk.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JUNE 16, 2021

returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% Exhibit 6: Dispersion in sector returns, Russell 2000 ® Index. The Russell 2000® Index measures the performance of the small-cap segment of the U.S.

Valuation 52

Valuation Investments Investing Government 52

Brown Advisory

JANUARY 19, 2023

Dot-com hangover/9-11 October 2000 December 2001 -16.5% To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. 9/21/2001 12/31/2001 52 18.9%

Clients 98

Clients Economy Economics Marketing 98

Brown Advisory

NOVEMBER 22, 2021

The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Clients 52

Clients Taxes Investing Investments 52

Validea

AUGUST 5, 2022

Bear markets can induce panic-selling in investors who would do better to focus on their long-term goals, and financial advisors need to foster constructive conversations with their clients to see them through these rough times, contends a piece in ThinkAdvisor. There are have been 26 bear markets in the U.S. months to recover.

Marketing 59

Marketing Marketing Clients Financial Advisor 59

The Big Picture

FEBRUARY 25, 2025

So the combination made us a consequential investment client for Wall Street as Wall Street was just coming into doing serious research on individual companies and industries. One is that I knew from my own personal experience, I had no ability to get my clients to tell me what I was doing right or wrong. I have to graduate.

Investing 162

Investing Investments Management Engineering 162

Trade Brains

JUNE 3, 2024

The company started its journey in 2000 as a partnership venture named “M/s Sky Gold” with Mr. Darshan Chauhan and Mr. Mahendra Chauhan. As a company they work across 14 different product categories with 2000 – 2500 designs which are being floated every month. Net profit (in crores) 18.61 crores as compared to 785.7

Retail 59

Retail B2B Manufacturing Clients 59

Truemind Capital

JULY 5, 2024

A client said – I understand market valuations are expensive but it doesn’t seem that it will correct much. During the IT bubble in 2000, the majority believed that nothing could go wrong and we are entering a new millennium. There is nothing to worry about. Many are shocked when any of these risks raises its ugly head.

Asset Allocation 64

Asset Allocation Marketing Marketing Valuation 64

The Big Picture

SEPTEMBER 3, 2024

00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And I think a lot of investors have figured out how to effectively make money for their clients with shorter term time horizons, otherwise they wouldn’t be doing it. Tell us a little bit about that.

Investing 147

Investing Investments Management Valuation 147

Trade Brains

SEPTEMBER 23, 2023

The company has a strong managerial team that ensures compatibility and reliability with the clients servicing its needs and requirements efficiently. The minimum investment required and the Minimum/Maximum lot size for this IPO is ₹118,000 (2000 shares). Cr Fresh Issue ₹21.23 What do think the future holds for the company?

B2B 64

B2B Media Advertising Investing 64

Random Roger's Retirement Planning

DECEMBER 10, 2022

A long time ago as kind of a rumor mill sort of thing I heard that iShares created many of its post-WEBS, single country ETFs at the request of a large client. I've owned one of the publicly traded exchanges for clients more often than not for a long time. I think it's a great exposure.

Risk Management 75

Risk Management Assets Clients Government 75

Investing Caffeine

FEBRUARY 1, 2023

Over the last 25 years, we have arguably experienced three 100-year floods (2000 Tech Bubble, 2008 Financial Crisis, and 2020 COVID pandemic), so investors have been bracing for another enormous financial hurricane. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (Feb.

Economy 59

Economy Economics CFP Investing 59

Dear Mr. Market

JULY 8, 2023

Understanding things could change, we’re feeling confident that we made the right decision to let clients know that, while we’re not out of the woods yet, there would be a recovery and this year is showing us exactly that so far. Without mocking any bright or successful minds…let’s just see how his predictions end up.

Economics 111

Economics Economy Media Marketing 111

Brown Advisory

NOVEMBER 29, 2016

We believe that this structure enables our clients to contain risk while meeting their long-term objectives for returns. small-cap funds outperformed the Russell 2000® Index for the five years ending Sept. The Russell 2000® Growth Index measures the performance of the small-cap growth segment of the U.S. equity universe.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

The Irrelevant Investor

OCTOBER 28, 2016

One message that John West, head of client strategies at Research Affiliates and a co-author of the report, hopes people will take away is that the high returns of the past came with a price: lower returns in the future." Since the top in March 2000, the S&P 500 has outperformed risk-free assets by just 2.7% year period since 1958!

Valuation 52

Valuation Investing Investments Numbers 52

Random Roger's Retirement Planning

SEPTEMBER 18, 2022

The article is fine, I suppose I agree as I bought a couple of short term things for clients in Q2 yielding 2.4x% and then again this past week I bought a year treasury yielding 3.8x%. Barron's had an article about the recent attractiveness of short term debt after the recent jump in interest rates.

Portfolio 75

Portfolio Clients Management Marketing 75

Truemind Capital

MAY 14, 2024

A client of mine asked me if we could invest in infrastructure funds, given the strong focus of the Government on the infrastructure sector. The sector is undoubtedly expected to do good, but is it a good investment right now? Most probably not! Why is that so? Because it has been a popular narrative for quite some time.

Investing 52

Investing Investments Valuation Government 52

Brown Advisory

JUNE 14, 2023

At the same time, market leadership thus far in June (since the effective end of the debt ceiling drama) has shown a broader trend with the Russell 2000 Value Index substantially outperforming the Russell 1000 Growth Index. The Russell 2000® Value Index measures the performance of the small-cap segment of the U.S. AMZN), Alphabet Inc.

Marketing 52

Marketing Marketing Clients Communication 52

Trade Brains

JANUARY 1, 2023

It was originally incorporated as Tejas Networks India Private Limited on April 24, 2000, in Bengaluru. Domestic businesses from the government and private sector clients contributed to 64% of their net revenues as compared to 60% in FY21. Let’s begin! About The Company. Tejas Networks is a Tata Group Company.

Government 141

Government Manufacturing Engineering Electronics 141

Trade Brains

SEPTEMBER 22, 2023

Some of the clients are BEML, HAL, Mazagon Dock Shipbuilders, Mahindra First Choice Services Limited, Godrej & Boyce Manufacturing Co. The minimum investment required and the Minimum/Maximum lot size for this IPO is ₹1,40,000(2000 shares). Arabian Petroleum IPO Review : Key IPO Information Particulars Details IPO Size ₹20.24

Manufacturing 59

Manufacturing B2C B2B Distribution 59

Trade Brains

SEPTEMBER 9, 2023

billion, respectively, between April 2000 – September 2022. Cr outstanding debt which increases the vulnerability to risk and may have adverse affect on the business Another weakness of the company is that it may be significantly impacted by delays in collecting receivables from its clients. billion and US$ 28.95

Government 59

Government Budgeting Investing Investments 59

Investing Caffeine

AUGUST 2, 2024

The lesson of the year 2000 technology bubble bursting taught a generation of investors that getting overly concentrated in a single sector of technology stocks can be seriously dangerous to your wealth and financial well-being. down -17% for NVDA since the June peak), diversification benefits are pushed to the forefront.

CFP 52

CFP Investments Investing Economy 52

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. John was one of our managers that we had, you know, our clients invest in.

Management 305

Management Assets Risk Management Marketing 305