Carson Wealth

MARCH 11, 2024

Retirement funds had been demolished and there was very little hope. Definitional issues around labor force participation (how the unemployment rate is calculated) and demographics (an aging society, with more people retiring every day) is why I prefer the prime-age (25-54 years) employment-population ratio. That went up from 80.6%

Marketing 97

Marketing Marketing Economy Retirement 97

Trade Brains

APRIL 17, 2023

He was able to turn the company around, but the company eventually collapsed during an economic slowdown. One of the first reforms he put in place was setting a retirement age. According to this policy, the retirement age for directors was set at 70 and senior executives at 65.

Retirement 98

Retirement Engineering Manufacturing Ethics 98

Carson Wealth

MAY 6, 2024

So, it is likely that markets will continue to focus on the economic resilience and business resourcefulness that have been clearly demonstrated. The prime-age employment population ratio rose in April to 80.8% — that’s only slightly below the high from last summer and above anything between 2001 and 2019, when it peaked at 80.4%.

Marketing 97

Marketing Marketing Economy Numbers 97

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. Now that we’ve covered the background, we can get into some better news: This is all a normal, healthy part of the economic cycle.

Marketing 53

Marketing Marketing Retirement Investing 53

Carson Wealth

SEPTEMBER 9, 2024

The good news is that the preponderance of economic data clearly tells us we’re not in a recession right now. That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). It’s correctly indicated every recession since 1970. The bad news is that the Sahm Rule triggered in July and remains triggered in August.

Marketing 67

Marketing Marketing Economy Economics 67

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets 162

Assets Investing Investments Valuation 162

Mr. Money Mustache

SEPTEMBER 4, 2023

The one thing all sides seem to agree on is that we are “experiencing hard economic times” and that “the country is headed in the wrong way”. I remember paying $600 for a fancy-at-the-time undermount sink and $400 for a faucet for my first kitchen remodel in the year 2001. All hail the true world currency of Bitcoin !!!

Economy 83

Economy Banking Budgeting Investing 83

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. You know, we look at these economic busts or these market crashes, and it’s obvious in hindsight what spectacular opportunities there they were. And she did a plan for me personally and answered the questions, can I retire? Nobody believed the bust had happened.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

JUNE 7, 2023

They have economics. And 70 percent of the economics of the alpha that has been generated will flow to the investors and 30 percent will accrue to the manager. You’ll retire a happy person, your kids. Then we get into the setting up an economic structure which is going to be attractive to your investment staff.

Management 277

Management Investing Investments Economics 277

The Big Picture

MARCH 27, 2023

So it was a pretty different situation from 2001, where the whole dot-com bust, but more importantly, the telecom implosion. So you retire in 2018. since the ‘80s regarding economic mobility, that there used to be a huge ability to move up, or at least be in a better situation than your parents were.

Assets 285

Assets Investing Investments Management 285

The Big Picture

JULY 26, 2022

When you launched in 2001, you started with $50 million, $55 million, something like that? It might be a management team that wants to retire, or exit. It’s always the transaction that the seller wants to do is they want to retire. And so I made every mistake you can imagine. RITHOLTZ: And it still worked out.

Consulting 298

Consulting Numbers Management Investing 298

Getting Your Financial Ducks In A Row

MAY 22, 2023

Qualified Reservist – If you were called to duty after September 11, 2001 and served for at least 6 months, you are allowed to make a withdrawal from your IRA during your active duty period without penalty. And lastly, here are a few additional ways that you can withdraw your IRA funds without penalty: 14.

Distribution 77

Distribution Medical Accounting Taxes 77

The Big Picture

JULY 24, 2023

MIAN: So when people compare the current sort of bear cycle to 2001 and 2008, the reason I think that’s flawed is because that was in a secular bear market. 10 years ago you had the top economics, economists, investors in America writing a letter to the Fed in 2010 saying, “Hey, stop QE. ” RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 24, 2022

So I leave the Bureau of Labor Statistics and I move into economic consulting. The managed portfolio business began in 2001. And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. That’s very funny. NORTON: Right. RITHOLTZ: I remember that. RITHOLTZ: Oh, sure.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. RITHOLTZ: You made my retirement …. RITHOLTZ: Interesting.

Assets 173

Assets Management Marketing Marketing 173

The Better Letter

JANUARY 12, 2023

The contracts were based upon Summers’ macro-economic forecast, which turned out to be wildly wrong. Obviously, economic forecasting skill eludes even Nobel laureates and other eminent economists. These experts made a living “analyzing” and pontificating on political and economic developments. “In 6.1

Economy 117

Economy Economics CFP Management 117

Cordant Wealth Partners

AUGUST 25, 2021

Next, if you’re regularly withdrawing money from your portfolio, as you will in retirement, higher volatility means a lower withdrawal rate. It fell 15% in just three days 107 different times, it has lost 6% in a single day 199 times, and it fell 95% from December 1999 to October 2001. We’ll look at two examples.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Big Picture

APRIL 11, 2023

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. I mean, I think if you think about it as an economic proposition, it probably doesn’t make sense for 95 percent of people to go — RITHOLTZ: That much, 95.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

OCTOBER 5, 2024

You, you graduate western Kentucky in 2019, triple major financial management, economics and business data analytics. Yeah, I didn’t even know you could major in economics till I got to college. Like the fact that I didn’t know economics was a major until I got to college. I didn’t. You did not.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

JULY 15, 2024

And that’s when we started to create the, the team that, you know, Dan was on, I was on Elaine Stokes, everybody’s retired except for me off that original team. Economic data, GDP data, employment data, bond prices, auction, I, I have auction, you know, data going back on a spreadsheet back to the 2000.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

MARCH 17, 2025

Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. You get a bachelor’s, a BA and a BS in Economics and Business at California Sacramento, then University of Cambridge, master’s in Philosophy and Economics, then a PhD in economics at the New School. I happened to pick that one.

Taxes 147

Taxes Economy Government Budgeting 147

David Nelson

OCTOBER 10, 2023

Five of the world’s largest oil producers are now part of the economic bloc. Bloomberg Data After surviving the dot com bubble, the recession of 2001, the financial crisis, COVID and a debt crash in 2022, I’ve concluded that most problems first surface in bond markets. Bloomberg Data It isn’t lost on U.S.

Government 52

Government Numbers Budgeting Marketing 52

The Big Picture

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. And so that can cause the impulse of the economic news to be filtered into financial conditions much more, more quickly. Let, let’s talk a little bit about your background.

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

JULY 22, 2024

So it’s not a great story, you know, as you on the show… 00:02:05 [Barry Ritholtz] I hear people saying, well, you know, economics business was my backup. The first is pretty straightforward, director of fixed income and economic research. That’s the beauty of economic theory oftentimes. On inflation itself.

Portfolio 147

Portfolio Economy Investing Investments 147