Random Roger's Retirement Planning

MARCH 26, 2024

Going from 2003, forward which strips out the internet bubble and recovery, PRPFX still lagged by 60 basis points annually and surprisingly, had a higher standard deviation. For the last ten years, 60/40 has blown away PRPFX and the standard deviation numbers for PRPFX in that time were only so so. This period is noteworthy.

Portfolio 93

Portfolio Management Banking Financial Planning 93

Steve Sanduski

OCTOBER 23, 2024

Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services. Writing books does not make you money.

Financial Planning 59

Financial Planning Clients Retirement Planning 59

Trade Brains

APRIL 14, 2023

A huge number of investors started investing their money in the stock market to make quick money. 2) Ketan Parekh Scam After the Harshad Mehta scam, a Chartered Accountant named “ Ketan Parekh ” had similar plans of arranging comparable securities scam. This corporate scandal was carried on from 2003 till 2008.

Marketing 98

Marketing Marketing Banking Retail 98

Random Roger's Retirement Planning

DECEMBER 3, 2023

The basic mechanics of CEFs is they are exchange traded but unlike ETFs which create or redeem shares based on money coming and going, CEFs have a fixed number of shares so open market buying and selling can cause the market price of the fund to deviate widely from the net asset value (NAV), the actual value of the holdings.

Portfolio 75

Portfolio Accounting Numbers Management 75

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. I was employee number 10.

Clients 162

Clients Investments Investing Management 162

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. military banking facilities; certain bank-to-bank settlements; accounts owned by certain retirement plans.

Accounting 52

Accounting Compliance Taxes Banking 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. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investments 52

Investments Investing 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. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investments 52

Investments Investing Portfolio Management 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JANUARY 1, 2021

So we need to plan ahead for bad times and have a process to override our survival system. Leaders Tend to Stay Leaders 83% of companies with a ROIC of greater than 25% in 2003 had a 25% or higher ROIC a decade later Chart reproduced with permission from McKinsey & Company Inc. We need to override our brain’s override!

Investments 52

Investments Investing Valuation Economics 52

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. What can I say about Julian Salisbury? You begin in audit practice at KPMG.

Assets 299

Assets Clients Investments Investing 299

The Big Picture

NOVEMBER 22, 2022

Number one, and I think they both reflect strong leadership at the firms. Number one, you had, you know, somewhat of a groundswell from within the firm, certainly at leadership that said we need to figure out a way to do something. Key brands, number one, Coca-Cola Bottling is the company that really helped to jumpstart the city.

Recruitment 147

Recruitment Engineering Banking Investments 147

The Big Picture

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

Trade Brains

JUNE 14, 2024

Yes bank received banking licence from RBI in 2003. After that Rana kapoor took incharge of Yes bank, being an ambitious man Rana kapoor wanted to make Yes bank the number 1 private bank in India. Future Plans Of Yes Bank Yes bank has aimed to open 150 branches IN FY 24 and they have opened around 110 branches as of now.

Banking 105

Banking Retail Accounting Assets 105

The Big Picture

JULY 4, 2023

What were your early career plans? RITHOLTZ: So you launch your own firm IDW in 2003. And number two, it may interest you to know, here are four or five different funds in the same situation. These are big numbers. And I realized I have his home number. What did you want to do with your life? RITHOLTZ: Wow.

Management 147

Management Recruitment Numbers Banking 147

Steve Sanduski

AUGUST 8, 2023

On the one hand, your job is to help clients grow and protect their wealth, while at the same time, you have to caution them from getting so caught up in “their number” that they lose sight of “their life.” How much is not a number. Enough is not a number. As an advisor, it’s a bit of a catch-22.

Numbers 98

Numbers Retirement Clients Planning 98

Good Financial Cents

AUGUST 12, 2023

As emphasized by many financial experts, including those mentioned in “ The Intelligent Investor ” by Benjamin Graham (2003), careful planning and consistent monitoring of your passive income sources can lead to greater financial freedom and control over your time.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

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. I have lots of different ways I can get that number to go up. It’s still a fairly small number. You can make smaller bets that are lower Kelly number.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

SEPTEMBER 10, 2024

Was investing always the career plan? So that’s, that’s number one. Well, I mean, so I, I find that, you know, this, and this goes back to, you know, 2003 with Regulation fd, that’s when everything kind of changed. Because the claims numbers were better. MBA from Kellogg at Northwestern. Is low, right?

Valuation 162

Valuation Clients Investments Investing 162

The Better Letter

NOVEMBER 2, 2023

Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed. That said, over the past 20 years (2003-2022), the S&P 500 delivered a 9.80 ” This week’s blessing is the most famous of them all, from Numbers 6:24-26. percent from 1965 through 2022, compared with 9.9

Certified Financial Planner 96

Certified Financial Planner Investments Investing Portfolio 96

The Big Picture

JULY 24, 2023

RITHOLTZ: You had 1987, you had 1997, you had 1998 there were a number of really substantial. Because obviously fundamental underpinning to the secular bull market, you know, number one is the fact that households are in better financial conditions than they have been since, you know, the GFC. RITHOLTZ: Right.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

NOVEMBER 8, 2022

And so, Crispin and I were having lunch in late 2003. So, you’ll see that in this sort of what you might call a proto capitalistic society, interest is serving a number of different important functions. Even if you have a Soviet planned economy, you need to allocate resources across time. And I said, “Yes, I agree.”

Banking 147

Banking Valuation Economy Investments 147

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. And so, I was doing that in 2000, 2002, 2003, 2004. I — I couldn’t believe the numbers. RITHOLTZ: So — so they, at one point in time, were the number one fund in a lot of specific categories.

Assets 173

Assets Management Marketing Marketing 173

The Better Letter

OCTOBER 6, 2022

“The plan in that situation was to stay away with every pitch,” according to A’s catcher Ron Hassey. ” But Didier was right – after 17 straight fastballs away, the A’s didn’t stick to the plan. Gather 10 people and show them a jar that contains equal numbers of $1, $5, $20, and $100 bills.

Math 68

Math Management Numbers Planning 68

The Big Picture

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And the division that I was in was below plan. And 00:28:03 [Speaker Changed] That’s an amazing number. And the value line has all these statistical patterns. That was real money.

Management 264

Management Investments Investing Retail 264

The Better Letter

JANUARY 12, 2023

Forecasting Follies 2023 In September of 2021, as President Joe Biden’s Build Back Better plan was being considered by Congress, many worried about the inflationary pressure of injecting an additional $2.4 Thanks for visiting. trillion into the economy in addition to the $4.1 trillion previously committed in response to the pandemic.

Economy 118

Economy Economics CFP Management 118

The Big Picture

MARCH 12, 2024

So that little detour was in 2003. 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. You’re actually crunching a lot of numbers. So it’s all institutional investors.

Banking 147

Banking Marketing Marketing Investments 147

Carson Wealth

FEBRUARY 24, 2025

President Eisenhower once said, Plans are useless, but planning is everything. Have a plan for the next time things are bad out there. Or will you use it as a time to follow your plan? For perspective, here are the numbers for 2019: Overall household debt grew by 4.4% Are you going to panic? Its the opposite.

Marketing 84

Marketing Marketing Economy Planning 84

Sara Grillo

SEPTEMBER 12, 2022

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. Robert will be on the “for” team. JR will be on the “against” team.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Random Roger's Retirement Planning

MARCH 27, 2025

There was carnage in 1994 and 1999, June/July 2003 left a mark, PPT fell 31% in 2008 and MIN fell 15% in 2022. The fund charges 98 basis points per cefa.com but a Google search gives a lower number and I didn't see it on the BRW page. And while waiting for that to happen, the fund trades with bond-like volatility. Ok, yes.but.

Asset Allocation 52

Asset Allocation Assets Taxes Retail 52

The Big Picture

JULY 15, 2024

Was finance always the career plan? I wasn’t really that interested, but I gutted through it and I started interviewing for the first internships, and I started, you know, I had a number of them. I had a number of other things as well. And that persistent until about 2003. Matt Eagan. Oh, that’s interesting.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 321

Government Banking Numbers Investments 321

The Big Picture

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. So number one on the New York Times list? 00:22:23 [Speaker Changed] Not number one, but it was in the top f whatever it made the list. Time, it, it seemed like a big number at the time, 787 billion. Barry Ritholtz :Why a dentist? And collects 5.2

Taxes 147

Taxes Economy Government Budgeting 147

The Big Picture

NOVEMBER 19, 2024

Really quickly, what were the career plans? Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. And number theory was just too mind blowing, you know, for me. So when you say people, are you planning to vote? Oh yeah, I’m planning to vote. That’s a lot of school.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. It was not our plan. And it was a 2003 and we lived in Paris. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And this has raised a number of important questions in financial markets.

Economy 257

Economy Banking Economics Taxes 257