Random Roger's Retirement Planning

DECEMBER 2, 2024

If you put 3% into Ariba Networks into a diversified portfolio in 2000 or bought a house you could comfortably afford in 2007 then you had a setback but weren't blown up. I posted the above joke on Bluesky a few days ago. This person will get blown up if anything bad ever happens, absolutely destroyed.

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Walkner Condon Financial Advisors

MARCH 16, 2023

This caused a fear over the weekend that we might see a repeat of 2007-2009. This explainer will lay out what happened, what the response was and why this is not like 2007-2009. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets.

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MainStreet Financial Planning

SEPTEMBER 16, 2022

While there are rules and stipulations for this one-time forgiveness, I will save that for another article, because I’d like to focus on another student loan forgiveness program that has been around since 2007 and receives so little attention, that most people often forget about it. Second is eligible payments.

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Truemind Capital

FEBRUARY 23, 2024

Since we have expertise in long-term investment strategies and financial planning, I told her that we could not help her with this requirement. Thinking about all this, I felt I had read about this and observed it in 2007. She asked me- Can your company provide training on stock trading to the female employees?

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Trade Brains

SEPTEMBER 25, 2023

This dates back to 2007, when the RBI was dealing with a strange issue. To address the coin shortage and smuggling, the government began distributing coins through post offices, instructed banks to provide an adequate number of coins to the public, and is also planning to introduce plastic currency, even for small denominations of coins.

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MarketWatch

FEBRUARY 16, 2023

She will be replaced by Neal Mohan, a longtime Googler who came to the company in the DoubleClick acquisition of 2007 and has been serving as YouTube’s chief product officer. Wojcicki plans to stick around to help with the transition to Mohan as CEO, and has agreed to serve as an advisor to Alphabet Inc.

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Trade Brains

AUGUST 1, 2024

Edited excerpts: The company expanded its operation across the Middle East and Russia last year, are there any specific markets or regions where Sealmatic plans to expand its presence in the coming years? Is the company planning any capital expenditures (capex) in the next 3 to 5 years? If yes, how much is the company aiming to invest?

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NAIFA Advisor Today

SEPTEMBER 12, 2022

In 2007, Julianne Hertel, LACP , was looking for a new career. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning. She talked with several professionals to explore her options but found the perfect fit with New York Life.

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The Big Picture

SEPTEMBER 12, 2022

At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.

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Random Roger's Retirement Planning

FEBRUARY 7, 2023

Reuters asks What's Your Plan B ? A well developed Plan B and even Plan C will help make bumps in the road less disruptive. Additionally, time invested cultivating a Plan B might be fun and productive in terms of learning something new. We've looked at this dozens of times. I think it is crucially important.

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Trade Brains

MAY 17, 2024

HBL became a public limited company and listed on the stock exchange on January 4th, 2007. HBL is actively developing and integrating Lithium ion batteries into their product portfolio and at the same time the company is also planning to expand its manufacturing unit.

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Random Roger's Retirement Planning

NOVEMBER 21, 2024

To my knowledge, RYMFX was the first managed futures mutual fund and it had the space to itself for several years after in launched in 2007. It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. Check out the following. The backtest runs from the start of 2011 to the end of 2020.

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Darrow Wealth Management

MAY 22, 2023

But before proclaiming cash is king and parking your money in an FDIC insured bank account, consider your time frame and how you plan to use the money. The federal funds rate hasn’t been this high since 2007 when it peaked at 5.25%. And finding ways to optimize necessary cash holdings is a prudent part of any financial plan.

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Trade Brains

JULY 27, 2022

The government sold 25% of its stake in 2002, as per its divestment plans. In 2007, the company along with Samsung introduced the first dual SIM card wireless phone in India. However, Tata Communications shelved the plans to buy Tata Teleservices, instead wanting to concentrate on strengthening the balance sheet.

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Trade Brains

SEPTEMBER 21, 2024

The company is planning a massive IPO worth ₹10,000 crore, which is set to be the largest initial share sale by a public sector company in India. Canara Bank – Canara Robecco AMC Canara Bank is set to make waves in the asset management sector with the planned IPO of its mutual fund arm, Canara Robeco Mutual Fund.

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Validea

FEBRUARY 17, 2023

Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their strategies for the next year. While the pandemic obviously caused a massive impact, the following year was just as wrong, when economists were off by 1.9

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Random Roger's Retirement Planning

FEBRUARY 28, 2025

The S&P 500 hit 1500 in March 2000, then again in the fall of 2007 and then the third and final time in January, 2013. The returns are not unprecedented, the 1990's were similar as one example but then when it ends, the "backside of the mountain" as Meb put it can be pretty rough.

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Random Roger's Retirement Planning

SEPTEMBER 19, 2022

When I first was using a managed futures fund for clients, so talking 2007 or so, I stumbled into the idea that part of the past success came from interest earned on T-bills. Managed futures goes long and short some number of futures contracts that are collateralized by cash and cash equivalents like very short term T-bills.

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The Irrelevant Investor

NOVEMBER 15, 2020

From 2007 to 2016, by contrast, the U.S. I haven't listened to it yet, but plan on getting to it later. According to a new study from economists at the Bureau of Economic Analysis and the Bureau of Labor Statistics, more than 1.4 More than a third of the growth of the U.S. economy during that period came from the tech sector.

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The Richer Geek

MARCH 29, 2023

[15:37] Buying for cash flow vs. appreciation [21:58] The importance of having a financial plan [26:12] How to get started with real estate [28:17] What is money scoreboard? In 2007, he partnered with other investors to purchase real estate and began his journey to generate passive income.

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Carson Wealth

OCTOBER 13, 2022

The highest it got to during the 2003–2007 expansion was 80.3%. The good news is that the prime-age employment-population ratio is now at 80.2%, not far from the pre-pandemic high of 80.5%. It did go higher in the late 1990s, indicating we may still have room for improvement. Initial unemployment benefit claims are near record lows.

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Random Roger's Retirement Planning

JUNE 5, 2024

Starting back in 2007 or 2008 I wrote about his barbell portfolio idea that goes very high risk with 10% of the portfolio in search of asymmetric returns and then very conservative with the other 90%. It's an interesting idea and if CAOS turns out to not be the answer, maybe something else in the future will be.

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Random Roger's Retirement Planning

APRIL 8, 2023

I started this blogger looks at series when I was 40 , then posted at 50 then 55 and decided last year that a lot can happen in year so I wrote one for 56 and plan to do this every year for the time being. Years ago, maybe 2007, I said no to being a partner at my firm. Earlier this week, I turned 57. The reasoning was very simple.

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The Irrelevant Investor

JANUARY 12, 2016

Stocks briefly poked their heads above their 2000 highs in October 2007 before being slammed right back into their decade long range. Within the three secular bears have been distinct cyclical bears (think the tech bubble of 2000 and credit bubble of 2007). What this does is break up 1929-1954 period into 11 separate bear markets.

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The Irrelevant Investor

MARCH 5, 2018

Today in March 2013, after 1,974 days and a 54% drawdown, the Dow Jones Industrial Average recaptured all-time highs that were last seen in October 2007. If the market was falling back, he planned to buy an inverse exchange-traded fund, which would allow him to profit from a market drop. and saw that the market had hit a new high.

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Trade Brains

OCTOBER 22, 2024

Bajaj Finserv started its journey in 2007 as a demerger from Bajaj Auto. Allianz SE has indicated its plans to exit from their insurance joint ventures. Future growth plans stay on course despite this change. The company provides various financial solutions through its subsidiaries.

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The Irrelevant Investor

JUNE 15, 2019

There are more than 100 million Americans with a defined contribution plan, holding more than $7.5 Vanguard did a study at the DC plans on their platform, which has more than 5 million participants. One of the biggest changes in 401(k) plans over the last fifteen years has been the explosion of target-date funds.

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Random Roger's Retirement Planning

JULY 8, 2023

A 25% allocation to equities for someone who needs equity market growth for their plan to work won't get it done. Remember, the peak in the S&P 500 in October, 2007 was 1565. Something close to a normal allocation to equities with smaller weightings to the other asset classes these portfolios own very well could get it done.

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The Irrelevant Investor

JULY 11, 2016

The streak ended at 285 days, the longest stretch without a new high since the 2007 peak was taken out. It isn't simply doing nothing, it's constantly making the decision to stick with the plan you put in place at higher prices. If you're reading this, you probably already know that the S&P 500 made a new all-time high today.

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Trade Brains

OCTOBER 17, 2023

The best month for Nifty50 returns was in May 2009, with an impressive 28.07%, and October 2007 was also remarkable, with a 17.51% gain. Instead, it’s wise to make a plan and invest as soon as you can. Source: niftyindices.com and PrimeInvestor.in Which months marked the highest and lowest points?

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Nationwide Financial

JUNE 5, 2023

And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. Make sure your discussions include their individual investment portfolios and retirement plans. Plan for cash flow: Discuss their plan for accessing capital. have been mild to moderate.

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Random Roger's Retirement Planning

SEPTEMBER 18, 2022

Here's a MarketWatch article quoting me in 2007 about managed futures. Try to figure out the simple and obvious questions and risks, make sure you're not over exposed to those risks and then diversify your diversifiers.

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Random Roger's Retirement Planning

OCTOBER 15, 2022

For a little context, from the S&P 500's peak in October 2007 to the low in March 2009 when the index dropped 55%, VBAIX was down 37%. Yahoo Finance has the Vanguard Balanced Index Fund (VBAIX), a proxy for a 60/40 portfolio, down 22.6% this year versus down 24.8% for the S&P 500.

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Investing Caffeine

MAY 2, 2022

For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way. Market corrections are never comfortable, but successful, long-term investing comes with a price…no pain, no gain! Slome, CFA, CFP®.

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Random Roger's Retirement Planning

OCTOBER 19, 2023

I wrote about it a couple of times for TheStreet.com, most recently on May 22, 2007. A funny note about PSP. The title of that article was Buyout Bust? Steer Clear of Private Equity ETF. Ok, I didn't like then, it's been a stinker and I would still avoid it.

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Random Roger's Retirement Planning

JANUARY 22, 2024

Back in 2006 and 2007 there were far fewer funds available to help offset large stock market declines. There is a secondary, more subtle point that relates to portfolio construction and portfolio theory as we discuss here and as I have implemented into client accounts.

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Zoe Financial

OCTOBER 9, 2023

to 4.79, which is a yield level we had not seen since 2007. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We had a couple weeks in a row of negative stock market performance. The Bond Market Yield continued to rise. It was up 0.2%

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