Tucker Advisors

NOVEMBER 3, 2021

That tops the inflation fears that surged in 2008, just before the financial crisis, and a previous peak in early 2005, when the housing market was out of control.” . That’s the foundation of any retirement plan: Identify the portion of your portfolio that needs to pay you in retirement, and therefore, isn’t exposed to catastrophic losses.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

Trade Brains

MARCH 31, 2023

Vijay Mallya had roped in Yana Gupta ( featured in the video) for this purpose) After its launch in 2005, Kingfisher Airlines soon became synonymous with Five Star Air Travel. He planned on expanding the airline globally. This was almost a two-fold increase in comparison to the 2005 – 2010 average of $72.68. 934 crores.

Banking 52

Banking Transportation Taxes Ethics 52

The Big Picture

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. So I applied and was hired as an ETF analyst in 2005. And so Morningstar coverage was really just getting started on ETFs, right in the 2005, period. NORTON: So 2005-2006 timeframe. And like all things, it took longer, was more complex. NORTON: No.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

SEPTEMBER 5, 2023

So that I wasn’t planning on asking you a climate change question, but it certainly raises a question, at what point does these like wildfires and persistent heat and water shortages, and I’m not asking this as a left or right argument, at what point does this affect property values? MILLER: A lot hotter. Just revised the cover.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? This was the era, 2005, 2006, all of my friends were looking to get banking roles. Would you license these models to me? Let’s talk a little bit about your background. Corey Hoffstein : Absolutely not really. It was not. Oh yeah, for sure.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. RITHOLTZ: So let’s talk a little bit about succession planning, and there were a couple of things that really stood out. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259