Darrow Wealth Management

FEBRUARY 9, 2025

If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. You’ll receive the same $40,000 in dividend income and the value of your portfolio drops to $1.5M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 70

Retirement Asset Allocation Taxes Portfolio 70

The Big Picture

MAY 30, 2023

Different risk tolerance and different business plan. And I want to own all of these affordable housing homes that are in the institutional portfolios. BRYANT: And institutions that did not really think this was a sweet spot for their portfolio. BRYANT: Because small business starts stalled in 2004.

Banking 147

Banking Economics Business Planning Economy 147

The Irrelevant Investor

DECEMBER 4, 2019

In 2004, Jonathan Clements wrote: With the formula that Dalbar uses, stock-fund investors don't earn the full monthly return on any money that they invest during that month. The main culprit for the portfolio gap is cash, which we spoke about with Morgan Housel recently. The fully invested 60/40 portfolio would have done 9.4%

Portfolio 52

Portfolio Risk Tolerance Accounting Retirement 52

The Big Picture

FEBRUARY 20, 2024

And I think, you know, if you look at the 2004, 2007, eight period, boy, it would’ve been really good if we’d done something about subprime mortgage lending, about mortgage underwriting standards. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that. Try, try that.

Banking 147

Banking Economy Marketing Marketing 147