The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? But I will tell you, I mean, when I first moved to Chicago from Spain, it was 2003, which is crazy, it’s like already 20 years ago. BERRUGA: This is 2003.

Clients 163

Clients Investing Investments Management 163

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade.

Assets 300

Assets Clients Investing Investments 300

Good Financial Cents

AUGUST 12, 2023

By investing in a diverse array of income-generating opportunities tailored to your risk tolerance and financial goals, you can create a resilient and sustainable revenue stream. READ MORE: How to Make $1,000 Per Month in Dividends Tax Considerations Tax implications for passive income differ from those of active income.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 148

Banking Marketing Marketing Investing 148

The Big Picture

AUGUST 23, 2022

BROWDER: I just gone the risk management committee. And he came up with a plan in late 2003 to solve this problem with the oligarchs and what he did was there was one oligarch in particular who was the richest oligarch. It was the largest tax refund in the history of Russia. RITHOLTZ: Wow. This is unbelievable.

Government 322

Government Banking Numbers Investing 322