Random Roger's Retirement Planning

APRIL 16, 2024

When I first joined the department in 2003, there were "older" guys who set the same example for me that I am trying to set that example forward. We had a 2003 and upgraded to 2023. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Retirement 75

Retirement Planning Food Investment Advisor 75

Trade Brains

APRIL 12, 2023

RVNL) was formed in 2003 under the National Rail Vikas Yojna to expand the rail infrastructure capacity and mobilize more budgetary resources for SPV projects. Equitas SFB posted a profit after tax of Rs 170 crore in Q3FY23 taking it’s trailing twelve months (TTM) net profit to Rs 503 crore against Rs 281 crore in FY22.

Banking 97

Banking Retail Communication Assets 97

The Big Picture

APRIL 4, 2024

And they kept it there all the way to 2004, and the joke was in 2003 and 2004 was an emergency rate when there was no clear emergency. And you’re right, the first example of emergency policy was after 9/11, when they cut rates down to the unfathomable level back then, of around 1%. Can you beat the course?

Portfolio 162

Portfolio Management Assets Banking 162

Trade Brains

SEPTEMBER 28, 2023

This is a form of indirect tax charged by the government of the respective state. In 2003, Social Activist Anna Hazare filed a Public Interest Litigation (PIL) with the Bombay High Court, alleging the then Commissioner of Mumbai Police R.S. In the AY1996–97 alone, the Tax Department evaluated his income to be Rs.

Government 59

Government Taxes Numbers License 59

Random Roger's Retirement Planning

DECEMBER 3, 2023

Some historical examples include June/July 2003, the Taper Tantrum in 2013 and of course now we can add 2022 to this list. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 75

Portfolio Accounting Numbers Management 75

Trade Brains

FEBRUARY 9, 2024

Its roots trace back to two separate journeys: Vodafone India, a global telecom giant that entered the Indian market in 2003, and Idea Cellular, a domestic powerhouse established in 1995. over the previous year and the net loss after tax of Rs 29,301.1 However, the percent decline in the last few years has been slightly less.

Marketing 111

Marketing Marketing Government Assets 111

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. A common tax obstacle faced by many of our U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

Random Roger's Retirement Planning

JANUARY 28, 2024

There was some sort of spike in interest rates in June/July 2003 that wrecked the space. The Robinson Tax Advantaged Income Fund (ROBNX) is a 5 star fund with around $250 million in AUM. The ROBNX investment objective includes "emphasis on providing income, a substantial portion of which will be exempt from federal taxes."

Taxes 40

Taxes Distribution Investments Investing 40

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. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. She was based out in Los Angeles.

Assets 173

Assets Management Portfolio Marketing 173

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. You can read more about here about how passive income is taxed.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Investments 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." 25%) companies typically stay high-ROIC companies and do not have their excess economicscompeted away.

Management 52

Management Valuation Financial Services Investments 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 299

Assets Clients Investments Investing 299

Trade Brains

FEBRUARY 13, 2024

Company Overview Rail Vikas Nigam Limited (RVNL) was incorporated in January 2003 as a pivotal arm for executing railway projects. Well, let’s dive deep into the business to understand. The company has so far established an expansive footprint, extending to 24 locations and 30 operational project implementation units (PIUs).

Commission 59

Commission Government Budgeting Transportation 59

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 162

Clients Investments Investing Management 162

Carson Wealth

JULY 5, 2022

I remember doing an interview with CNN Money and I actually had a picture from 2003 of my budget,” Ogden explained. . At that time, he was bringing in – after taxes – about $40,000 a month. So, he knew to create a budget while he was in the NFL that accounted for his rent, his car, his gas, and his food. . “I

Financial Planning 52

Financial Planning Planning Strategic Planning Accounting 52

Brown Advisory

JUNE 21, 2017

We understand and appreciate this approach, which is particularly common among endowments, foundations and retirement plans for which tax considerations are not relevant. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

We understand and appreciate this approach, which is particularly common among endowments, foundations and retirement plans for which tax considerations are not relevant. pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Government 52

Government Commission Economics Distribution 52

Trade Brains

JUNE 2, 2023

In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. The bank engaged in capital market services, foreign currency and derivatives, cross-border commerce, correspondent banking services, and tax collection. It is India’s third-largest private sector bank by market capitalization.

Banking 52

Banking Financial Services Retail Assets 52

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. BALCHUNAS: … a couple trillion stuck in there because of taxes. RITHOLTZ: Super tax-efficient …. So the question is if — if the mutual fund was introduced as a new product today, would that pass SEC muster versus the dominant ETF with its tax efficiency?

Assets 173

Assets Management Marketing Marketing 173

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Please read the prospectus before investing.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In 2008, Kelly began working directly with clients as a financial planner.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

NOVEMBER 8, 2022

And so, Crispin and I were having lunch in late 2003. Well, the way I see negative rate is it’s a tax on capital, which is instituted by an unelected — RITHOLTZ: Central bank. Crispin said — we were talking about what was going on in the markets and in world. And Crispin said, “It’s really all about credit.”

Banking 147

Banking Valuation Economy Investments 147

The Big Picture

SEPTEMBER 6, 2022

Does it make sense that current sentiment readings are worse than: 1980-82 Double Dip Recession, 1987 Crash, 1990 Recession, 9/11 Terrorist Attacks, 2000-2003 Dotcom implosion, 2007-09 Great Financial Crisis, 2020 Pandemic Panic. ( Wall Street Journal ) but see Is Partisanship Driving Consumer Sentiment? Financial Times ). • New York Times ).

Economics 173

Economics Government Taxes Clients 173

Validea

MARCH 21, 2025

The top performing Zweig-inspired portfolio on Validea is the 20 stock, tax efficient portfolio. Since 2003, this portfolio has returned 1,113.1% , outperforming the market by 642.2%. Over its history, the Zweig Growth Investor Model has delivered some standout years.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

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. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 93

Portfolio Management Banking Financial Planning 93

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. Barry Ritholtz : Most people rarely hear it described that way. And this is proprietary data.

Banking 147

Banking Marketing Marketing Investments 147

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. It yields about 13%, $0.085 per month which implies that at least some of it might be ROC which I don't think is a bad thing in terms of taxes. And while waiting for that to happen, the fund trades with bond-like volatility.

Asset Allocation 52

Asset Allocation Assets Taxes Retail 52

Sara Grillo

SEPTEMBER 12, 2022

In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme. Return of organization exempt from income tax [Form 990]. The designation has its roots in the insurance industry. Certified Financial Planner Board of Standards, Inc. Public Disclosure Copy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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. NADIG: Because the ETF structure is inherently more tax fair, and that sounds like a weird — RITHOLTZ: No, it’s a 100% true. RITHOLTZ: Tell us why.

Management 278

Management Assets Portfolio Investments 278

The Big Picture

JULY 15, 2024

And that persistent until about 2003. And some of them have, you know, the terms that say, Hey, well this is gonna convert at this low price when the prices up here, it’s a win-win other than having to pay the taxes. It’s like, no, no, no, I want to maximize that because I wanna capture this yield for as long as possible.

Portfolio 147

Portfolio Banking Management Portfolio Management 147

The Big Picture

JANUARY 29, 2025

He’s editor in chief of the Stock Traders Almanac since May 2003. Barry Ritholtz : Plus it does take a little while for things like fiscal spending and tax cuts to make its way through the economy. To help us understand all of this and its implications for your portfolio, let’s bring in Jeff Hirsch. Part of it.

Investing 147

Investing Investments Economy Government 147

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. And it was a 2003 and we lived in Paris. And even before we’ve talked about Trump policies and tariffs and restrictions on immigration and lower corporate taxes. And this was in 2005.

Economy 257

Economy Banking Economics Taxes 257

The Big Picture

AUGUST 23, 2022

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. And they said as a result of them earning zero, the $230 million of taxes that was paid in the previous year is paid in error and we’d like that money back.

Government 321

Government Banking Numbers Investments 321

Calculated Risk

MAY 22, 2023

C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off. 3) The 2001 and 2003 Bush Tax Cuts. See: The Failed Promises of the 2017 Tax Cuts and Jobs Act (TCJA). 2) The 2001 recession.

Budgeting 363

Budgeting Taxes Economy Economics 363

Calculated Risk

MAY 21, 2024

C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off. 3) The 2001 and 2003 Bush Tax Cuts. See: The Failed Promises of the 2017 Tax Cuts and Jobs Act (TCJA). 2) The 2001 recession.

Taxes 321

Taxes Budgeting Economy Economics 321