Random Roger's Retirement Planning

SEPTEMBER 30, 2024

Eddy Elfenbein and Cullen Roche came a long shortly after me, sometime in 2005 I believe and Tadas Viskanta from Abnormal Returns also started in 2005. I started to contribute posts to them in 2005, the first article there was about TIPS ETFs. The first one was writing for TheStreet.com from 2005 to early 2014.

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Numbers Taxes Investing Investments 81

NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

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Financial Services Financial Planner Retirement Planning Financial Advice 52

BlueMind

FEBRUARY 15, 2023

Studies by the American College of Financial Services show that 90% of special needs family members and caregivers admit that caring for their loved ones is more important to them than planning for their own retirement. Related: How Financial Advisors Should Engage With Female Clientele?

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Random Roger's Retirement Planning

SEPTEMBER 9, 2022

I've owned NEE for clients since 2004 or 2005 when it was still FPL Group which stood for Florida Power & Light. Of course there's a story there that becomes pretty apparent once you look under the hood which is that XLU's largest holding is Next Era Energy (NEE). Here's the above chart with NEE added in.

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Random Roger's Retirement Planning

JULY 22, 2022

We were mortgage free from 2005 until we bought our current place in 2012 (two more payments on the current house and we'll be mortgage free again). In a way we've been retired since 2002. We bought our current cabin in 2012 and sold the first one in 2014.

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Investing Investments Taxes Retirement 75

Mr. Money Mustache

NOVEMBER 2, 2023

– The thing that drew me to early retirement is freedom , and that’s still the best part of it. Back in 2005, the primary reason for this freedom-seeking was being able to devote my best hours to being a Dad – I had a feeling my career in tech would be too demanding to sustain once the full-time job of raising children kicked in.

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Retirement Food Planning 79

Tucker Advisors

NOVEMBER 3, 2021

While the market remains strong, how does this news affect the savings of retirees or those about to retire? . 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.” . bond market’s prediction of U.S.

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Random Roger's Retirement Planning

OCTOBER 2, 2024

Part 1 took a look the evolution of the blog and for Part 2, I want to try to look at how portfolio process has evolved and track how I view life milestones as related to things like retirement. On Christmas Day, 2005 I wrote about alternatives including a look at the Merger Fund (MERFX). On a personal level, not much has changed.

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Portfolio Clients Retirement Portfolio Management 52

Carson Wealth

MAY 6, 2024

As mentioned previously, the prime-age (25-54 years) employment-population ratio gets around definitional issues that crop up with the unemployment rate (a person is counted as being unemployed only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

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Marketing Marketing Economy Numbers 97

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

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Marketing Marketing Economy Economics 67

Mr. Money Mustache

FEBRUARY 3, 2024

Over my retirement I’ve seen it: written off as just a phenomenon of the lucky winners of the 2000 Tech Boom declared obsolete after the 2009 Financial Crisis dismissed as a temporary fluke of the spectacular stock market of the 2010s and explained away as a Covid-era side effect that came from the taste of freedom that people got from remote work.

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License Engineering Budgeting Manufacturing 91

The Big Picture

APRIL 18, 2023

I think because the private equity investing model has been really good for our clients, which are state pension plans, sovereign wealth funds, you know, ensuring the retirement safety of many — tens of millions of people. BARATTA: I think it was 2005, when we started to look at in China and in India, in particular, and also Japan.

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Random Roger's Retirement Planning

JUNE 23, 2022

There are two ETFs that target capital markets broadly, the SPDR S&P Capital Markets ETF (KCE) and the iShares US Broker-Dealers & Securities Exchanges ETF (IAI) that came out in 2005 and 2006 respectively. My initial reaction to these was not enough exchanges exposure.

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Commission Portfolio Marketing Marketing 52

Mr. Money Mustache

AUGUST 4, 2020

She had more than enough to retire , twenty years ago! Since 2005 I made “being a Dad” my primary goal in life, quitting my career to do so. To many people who are less fortunate, the present situation would still sound like great fortune, and in some ways, it is. Parenting and Kids: Enough (an A+!)

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Medical Engineering Math Planning 52

The Irrelevant Investor

JANUARY 19, 2019

In 2005, at a Boston Security Analysis Society even, the great Paul Samuelson said: I rank this Bogle invention along with the invention of the wheel, the alphabet, Gutenberg printing, and wine and cheese: a mutual fund that never made Bogle rich but elevated the long-term returns of the mutual-fund owners. It means having a pro- cess.

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The Big Picture

JULY 19, 2022

Those types of excess savings were sort of the culprit for the conundrum in 2005 or whatever it was. And I think that story still has some legs but sort of the key culprit then became demographics and retirement savers and the latest story now is in the sort of the one percent.

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The Irrelevant Investor

DECEMBER 2, 2020

Kleinfeld was coked out of his mind" Sexy Beast, 2000 An ex-hitman tries to retire, but his boss won't let him. The Squid and the Whale, 2005 Divorce is seen through the eyes of two brothers in 1980s Brooklyn. Thank You For Smoking, 2005 A day in the life of a lobbyist for the tobacco industry. It's not what you're saying.

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Good Financial Cents

AUGUST 1, 2022

Because retirement accounts are tax-sheltered, it makes little sense to include municipal bonds in those accounts.). Prosper, which has managed $20 billion in P2P loans since 2005, claims a historical average return of 5.7%. In general, growth stocks work best for retirement plans.

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The Big Picture

NOVEMBER 15, 2022

Let Mr. Market do his thing and we’ll find out how we did when we get ready to retire. We have mutual funds now; they’re not going to go anywhere because they’re baked into our retirement system. NADIG: — in 2005 is probably wrong. NADIG: Yeah. RITHOLTZ: We’re just going to put our money.

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The Big Picture

OCTOBER 24, 2022

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 he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. RITHOLTZ: — back then.

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Portfolio Management Assets Investing 130

Random Roger's Retirement Planning

OCTOBER 25, 2022

I thought I first bought it a day or two after it started trading but in researching old blog posts for this one, it is possible I actually bought it in November, 2005. GLD started trading on November 18th, 2004. Either way, I've been holding it for 17 or 18 years. I did have a fairly lucky, partial sale in 2011.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. In contrast, Emerging Markets over the 2003-2012 period provided investors with Doc Brown’s requisite 1.21 jigawatts of investing power (and volatility)! Sounds unstoppable, right?

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Assets Investments Investing Marketing 59

The Big Picture

APRIL 25, 2023

Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And so, I joined the Coast Guard Auxiliary when I bought a boat back in 2005. It’s a group of largely retired service men and women who get together to help support the U.S. RITHOLTZ: No clue.

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Compliance Clients Wealth Management Management 162

Trade Brains

SEPTEMBER 28, 2023

Commissioner Sharma was also arrested after his retirement for allegedly protecting Telgi. In 2005, a tax demand of Rs 120 crore was levied on Telgi, which was one of the highest tax liabilities imposed on an individual at the time. In the AY1996–97 alone, the Tax Department evaluated his income to be Rs. 4.54Cr, of which Rs.

Government 59

Government Taxes Numbers License 59

Brown Advisory

JULY 5, 2022

Having owned MSFT in Flexible Equity since 2005, when the stock was trading at around $20-$25 per share, both the company’s performance and its buybacks—which have reduced its total share float by roughly 30% since our stake was initiated—have contributed meaningfully to total shareholder return.

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Investing Investments Insurance Portfolio 52

The Big Picture

AUGUST 29, 2022

And I think that’s maybe part of my legacy if there is one here is to — I was — in 2005’-‘07, I was like, oh, my god, I was like kicking the tires on ETFs, and I’m like, “These things are going to take over.” RITHOLTZ: You made my retirement …. Did we put a lot of resources into them? Not really. They’re too good.

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Assets Management Marketing Marketing 173

The Better Letter

JANUARY 12, 2023

Between 2005 and 2014, the average cost of delivering one megabyte of data, the equivalent of about 150,000 words, dropped from about $8 to pennies. The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012. By 2020, common 4G phone networks were more than 3,000 times faster. trillion annually.

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Economy Economics CFP Management 118

The Big Picture

SEPTEMBER 5, 2023

And it’s literally, “Are You Missing the Real Estate Boom” was 2005, and then the 2006 edition, Same book, different cover, “Why the Real Estate Boom Will Not Bust” and “How You Can Profit From It Now” and then the 2007 version of the exact same book, “All Real Estate Is Local.”

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The Big Picture

AUGUST 23, 2022

And they must have struggled to figure out what to do with me but they figured it out and in early November of 2005, I was flying back to Moscow from London, I have been living in Moscow for 10 years, I was the largest foreign investor in the country and I get arrested at Sheremetyevo Airport by four heavily armed border guards.

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The Big Picture

NOVEMBER 25, 2024

This was the era, 2005, 2006, all of my friends were looking to get banking roles. Now you just have a stampede of buying every single month and people being forced into markets as a retirement vehicle, right? And oh, now I’m retired two years later because the market’s that inefficient.

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Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

And this was back in 2005 or 2006. MORGENSON: And so you have pensioners at Bristol-Myers or Lockheed or Coors is another who are really relying on private equity to do the right thing for their pensions going forward, for their retirement, for their payouts when they need them. And these guys don’t like money sitting on a shelf.

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Insurance Healthcare Retail Medicine 147

The Big Picture

OCTOBER 31, 2022

When I look back at 2005, ’06, ’07, yeah, those growth stocks that collapsed from way too high, probably were too low. My first four years of teaching was his last four years before he retired. I saw him a lot after he retired — he lived in San Francisco — whenever my wife and I went there. SIEGEL: Yes.

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Numbers Investing Investments Marketing 147

The Big Picture

FEBRUARY 4, 2025

How do we make sure that there are enough retirement savings for our population? And this was in 2005. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. How has it been done in other countries?

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Economy Banking Economics Taxes 257

The Big Picture

JANUARY 31, 2023

I started that in 2005, after I graduated. You have a lot of early retirements. You talked about retirements. RITHOLTZ: Let’s jump to my favorite questions that I asked all of our guests, starting with the question that I really should retire, my pandemic question. RITHOLTZ: Really? DUTTA: Yes. What does that mean?

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Economics Economy Marketing Marketing 147