Carson Wealth

OCTOBER 7, 2024

That’s higher than anything we saw between 2001 and 2019 (when it peaked at 80.4%). A diversified portfolio does not assure a profit or protect against loss in a declining market. The prime-age employment population ratio was unchanged at 80.9% in September.

Marketing 96

Marketing Marketing Economy Economics 96

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

Carson Wealth

MAY 6, 2024

As mentioned previously, the prime-age (25-54 years) employment-population ratio gets around definitional issues that crop up with the unemployment rate (a person is counted as being unemployed only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 97

Marketing Marketing Economy Numbers 97

Mr. Money Mustache

MAY 20, 2022

Even Mr. Money Mustache, as a person who retired 17 years ago, is still in this boat for the simple reason that my retirement income from dividends and hobby businesses is still greater than my annual living expenses (which still hover around $20,000 per year). (It’s Everything else is just silly noise.

Marketing 53

Marketing Marketing Retirement Investing 53

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MARCH 28, 2017

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. Of course, investors do not all share the same values, and screens are used to exclude a wide variety of businesses, activities and behaviors from their portfolios. High Stakes.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 67

Marketing Marketing Economy Economics 67

Trade Brains

JUNE 9, 2023

The company started as a joint venture in 2001 with Abrdn Investment Management, after registering with SEBI in 2000. The company provides various investing services to clients like portfolio management, real estate, and alternative investment funds. The AMC has ₹4.4 trillion rupees in assets under management (As Of Mar 31, 2023).

Certification 52

Certification Assets Sales Management 52

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. And she did a plan for me personally and answered the questions, can I retire? If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. Nobody believed the bust had happened.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

MAY 9, 2023

And then I was the beneficiary of the TMT bubble bursting in 2001. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. So the whole sector that I was covering went bankrupt. RITHOLTZ: Really intriguing.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. 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. But it was not a liquidity issue. ’08 RITHOLTZ: Really interesting.

Assets 285

Assets Investing Investments Management 285

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

JULY 16, 2023

I first got interested in this idea in 2001 when I bought the book Multiple Streams Of Income by Robert Allen. We've explored this countless times in the context of trying to add at least one other income stream in retirement beyond Social Security and portfolio withdrawals. The idea list on this one is endless.

Certification 75

Certification Retirement Numbers Planning 75

The Big Picture

JUNE 7, 2023

And what they want is uncorrelated alpha and you take that concept, but then you look at the traditional long, short hedge fund and they are running portfolios of less than 30 percent Indio, which means that those returns are highly dependent on macro factors, very unpredictable factors that that you’ll be subject to. You have to be.

Management 277

Management Investing Investments Economics 277

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. WEAVER: 52.

Consulting 298

Consulting Numbers Management Investing 298

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military. Screening can also help investors to better know what they own, or gain a richer understanding of the components in their portfolio.

Clients 52

Clients Portfolio Distribution Communication 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. 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. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

AUGUST 29, 2022

Especially, he wrote a rant about the 2008 crisis, and he wrote a rant about 2001 in Enron. of that fund had to call himself a portfolio administrator. RITHOLTZ: You made my retirement …. It’s going to be the core of most (inaudible) portfolios because it’s just too — too good of a deal. RITHOLTZ: Unvarnished (ph).

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

SEPTEMBER 28, 2023

The police finally caught Telgi in November 2001 while he was on a religious pilgrimage at Ajmer, Rajasthan. Commissioner Sharma was also arrested after his retirement for allegedly protecting Telgi. Police Interrogation of these Men led to multiple raids conducted across Bengaluru, in which the officials seized an estimated Rs.

Government 59

Government Taxes Numbers License 59

Cordant Wealth Partners

AUGUST 25, 2021

We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio. What is Portfolio Diversification? But they don’t know how to start.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Better Letter

JANUARY 12, 2023

And, over its full life, Jim Cramer’s Action Alerts Plus portfolio badly underperformed the market. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p. Stiglitz insisted , “the inflationary impacts will be at most negligible.”

Economy 118

Economy Economics CFP Management 118

The Big Picture

APRIL 11, 2023

But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. DAMODARAN: — idea behind all of modern portfolio theory. DAMODARAN: You get rid of those low profile stocks in your portfolio.

Valuation 298

Valuation Education Numbers Government 298

The Big Picture

OCTOBER 5, 2024

Plus, if your home prices appreciate dramatically, hey that’s great for your retirement. And I think also because people are living longer and, you know, staying in jobs longer, taking longer to retire, there isn’t maybe as up as much upward mobility as there used to be. And they feel like that’s happening.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

JULY 15, 2024

Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. I don’t, I don’t know what else to say other than there are a few people in the world that understand running a fixed income portfolio on behalf of institutional or retail clients, a as well as Matt Egan does.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

JULY 22, 2024

00:00:16 [Barry Ritholtz] This week on the podcast, another extra special guest, if you are at all interested in fixed income in cross asset management, in intermarket analysis, in understanding the many moving parts that go into putting together a near trillion dollar fixed income portfolio will then strap yourself in.

Portfolio 147

Portfolio Economy Investing Investments 147

The Big Picture

FEBRUARY 20, 2024

Not only were they late to start tightening in, in 2001, they they 2021, they were late to recognize inflation peaked in 22. Early retirements have been taking place a giant uptick in new business formation. But we had a very mild recession in 2001. We’ve reduced legal immigration for, for jobs dramatically.

Banking 147

Banking Economy Marketing Marketing 147