2007, Commission and Numbers - Financial Advisor Source

Transcript: Heather Brilliant, Diamond Hill

The Big Picture

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investing

Investing Investments Management Valuation

Market Commentary: Stocks Keep Chugging Along

Carson Wealth

MAY 22, 2023

Brokers’ commissions, accounting for just over 20% of residential investment, experienced a 28% decrease due to a significant drop in sales activity. We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009.

Marketing

Marketing Marketing Economy Economics

Income and Impact: Adding Green Bonds to Investment Portfolios

Brown Advisory

MARCH 9, 2018

There are a number of reasons that clients may be interested in adding green bonds to their portfolios. The issuer justified the green label, citing a small number of spaces allotted for electric car-charging stations and spots for carpoolers in the lot. Duration is expressed as a number of years. and France).

Portfolio

Portfolio Investing Investments Government

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Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Instant access to information allows analysts to monitor a greater number of stocks, and portfolio managers are able to analyze their holdings and track performance in myriad ways. Commission rates that used to be 40–50 cents per share are now routinely 1 or 2 cents, or less. This trend is particularly visible at the transaction level.

Investing

Investing Investments Clients Portfolio Management

Income and Impact: Adding Green Bonds to Investment Portfolios

Brown Advisory

MARCH 9, 2018

There are a number of reasons that clients may be interested in adding green bonds to their portfolios. The issuer justified the green label, citing a small number of spaces allotted for electric car-charging stations and spots for carpoolers in the lot. Duration is expressed as a number of years. and France).

Portfolio

Portfolio Investing Investments Government

Investment Perspectives | Cool Change

Brown Advisory

AUGUST 6, 2019

Instant access to information allows analysts to monitor a greater number of stocks, and portfolio managers are able to analyze their holdings and track performance in myriad ways. Commission rates that used to be 40–50 cents per share are now routinely 1 or 2 cents, or less. This trend is particularly visible at the transaction level.

Investing

Investing Investments Clients Portfolio Management

Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management. The numbers are pretty bad. Jim O’Shaughnessy : No, about five and a half years. And they dismissed me. This is 1976.

Management

Management Numbers Investments Investing

Transcript: Edward Chancellor

The Big Picture

NOVEMBER 8, 2022

I was having lunch with Jeremy in the summer of 2007, just after the Bear Stearns hedge fund started blowing up. I think the Americans going to be grateful that they didn’t do that much building in the last few years because otherwise, we would really have a replay of 2007 and ’08. Now, first year mortgage rates have doubled.

Banking

Banking Valuation Economy Investments

Transcript: Anat Admati

The Big Picture

AUGUST 8, 2022

So, until the financial crisis of 2007 and 2009 or however you go — you actually time it, I was in this finance bubble. There’s no corporation that lives its healthy — unless they’re on their way to bankruptcy that lives with single digit equity numbers. So, that was that and then comes the financial crisis.

Banking

Banking Government Insurance Taxes

Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JULY 11, 2023

And look, I’m a big believer that some of those type commission products are still important. ” Whereas if they got that upfront commission, they’d spend the time doing it. ” Who are the number one users of TurboTax? And you see that in the numbers, right? So that was happening a bit.

Management

Management Investing Investments Assets

Transcript: Jonathan Miller

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. RITHOLTZ: It was great.

Sales

Sales Numbers Marketing Marketing

Transcript: Bill Dudley, NY Fed Chief

The Big Picture

FEBRUARY 20, 2024

I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. 00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing.

Banking

Banking Economy Marketing Marketing

Transcript: Gretchen Morgenson

The Big Picture

JUNE 20, 2023

That’s a shocking number. And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. RITHOLTZ: Really, that’s a big number. RITHOLTZ: Right.

Insurance

Insurance Healthcare Retail Medicine

Transcript: Peter Goodman

The Big Picture

NOVEMBER 12, 2024

It’s the fall of 2007. His commissions were drying up. Whatever your revenue is, is divided by a smaller number. That seems like a giant number. We reduced the number of legal immigrants who take a lot of jobs that Americans don’t want. I’m working in the New York Bureau of the Washington Post.

Manufacturing

Manufacturing Consulting Engineering Economics

Financial Advisor Source

Transcript: Heather Brilliant, Diamond Hill

Market Commentary: Stocks Keep Chugging Along

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Income and Impact: Adding Green Bonds to Investment Portfolios

Webinars

Investment Perspectives | Cool Change

Income and Impact: Adding Green Bonds to Investment Portfolios

Investment Perspectives | Cool Change

Transcript: Jim O’Shaughnessy on Infinite Wisdom

Transcript: Edward Chancellor

Transcript: Anat Admati

Transcript: Jenny Johnson, Franklin Templeton

Transcript: Jonathan Miller

Transcript: Bill Dudley, NY Fed Chief

Transcript: Gretchen Morgenson

Transcript: Peter Goodman

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