The Irrelevant Investor

JULY 16, 2019

Of more than 3,000 studies published from 2003 through 2017 in JAMA and the Lancet.more than one of 10 amounted to a “medical reversal”: a conclusion opposite of what had been conventional wisdom among doctors. There was an article in the New York Times that highlighted the reversal of previous findings in medicine.

Medicine 52

Medicine Medical Retirement Investing 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S.

Clients 162

Clients Investing Investments Management 162

Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Scott has been serving families for 29 years in the financial services space. She obtained her CFP designation in 2003. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

NOVEMBER 15, 2022

I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. My theory is post great financial crisis, mom and pop said, “You know, we’re done playing this game.”. NADIG: Yeah. But you had that, you had ETFs.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. She was based out in Los Angeles. That’s amazing leverage.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

SEPTEMBER 10, 2024

I didn’t think I would be necessarily doing what I’m doing today, but I knew that I was gonna be interested in financial markets of some kind, and I think I probably ended up in the right place. I don’t even know what it’s going to be yet, but I mean, I’m not retiring. So I, I went to school.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 24, 2023

So you’ve seen this dynamic where millennials are increasingly taking participation in financial markets and home ownership. Legal immigration has been trending lower since the Gulf War in 2003. MIAN: Wakeup call and you want to — and money’s a proxy for safety. And that’s going to continue to increase.

Marketing 130

Marketing Marketing Economy Valuation 130