2004 Portfolio Management Retirement 
Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?
Trade Brains
FEBRUARY 14, 2023
They are the folks who understand and effectively use financial skills to manage their money. Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! Expense ratio 1.74% Inception Date August 16, 2004 Exit Load (o to 12 months) 1.00% No.
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The Big Picture
DECEMBER 19, 2023
There are about 13 different portfolio managers each focused on a different sub-sector. 00:06:36 [Speaker Changed] So in, in 2004, I joined Morgan Stanley equity research. He, he had retired, retired, but he was still active. You have 13 portfolio managers plus including you and Carl. That was great.
Random Roger's Retirement Planning
AUGUST 17, 2023
If you build a reasonably diversified portfolio of individual stocks and you do some decent work on stock selection, I think odds are you'll hit a couple of monster winners if you can hold over the long term. I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.
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. So sometimes that crosses my mind today, when people are watching the CPI. NORTON: Yeah. NORTON: Yeah.
The Big Picture
APRIL 11, 2023
Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. They match up.
Random Roger's Retirement Planning
JANUARY 14, 2025
In the earliest days of my blogging at the original URL, I would occasionally describe the blog as a look over my shoulder at how I navigate market cycles and learn more about portfolio construction and management. The Type 1, the new green one, is a 2004 with very low miles and very low hours on the pump.
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