The Big Picture

JANUARY 5, 2023

Sometimes the reason asset prices fall is because they went up too much in the first place. Wealth of Common Sense ) see also Observations to Start 2023 : From 2010 through 2021, The S&P500 Index gained 330% — a little over 13% annually (not including dividends). Historically, SPX averages about 8% with dividends. (

Food 264

Food Financial Market Assets Marketing 264

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Assets 147

Assets Management Investing Investments 147

Calculated Risk

MARCH 13, 2023

Note: There were over 500 bank failures during and immediately following the GFC, and almost 300 in just 2009 and 2010. To protect depositors, the FDIC transferred all the deposits and substantially all of the assets of Signature Bank to Signature Bridge Bank, N.A., Signature Bank had total assets of $110.4

Banking 130

Banking Financial Services Insurance Assets 130

Trade Brains

OCTOBER 31, 2024

It previously offered asset financing and advisory services. The company formed Ladderup Corporate Advisory in 2007 and expanded into wealth management in 2008, followed by insurance broking in 2010. With a market capitalization of Rs. crores, Kothari Industrial Corporation Limited’s share price closed at Rs.

Wealth Management 105

Wealth Management Investing Investments Investment Advisor 105

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Given the recent values of Bitcoin, it’s hard to believe the currency first started trading on exchanges in 2010 at under $0.10.

Assets 119

Assets Investing Investments Numbers 119

The Big Picture

DECEMBER 16, 2022

The Wealth Effect : Jay Powell seems to be targeting assets prices, despite equities not being part of the dual mandate. Previously : Wealth Effect Rumors Have Been Greatly Exaggerated (November 16, 2010). Owners Equivalent Rent is the largest portion of the CPI Services sector. Behind the Curve, Part V (November 3, 2022).

Economics 312

Economics Banking Marketing Marketing 312

The Big Picture

AUGUST 8, 2023

60 Years of Uncertainty Hites Ahir, Nicholas Bloom, Davide Furceri IMF, March 2020 _ 1.

Distribution 246

Distribution Economics Communication Media 246

A Wealth of Common Sense

SEPTEMBER 14, 2023

She’s been with [advisor name redacted] since October 2010 and has a 2.61% annual return. A reader asks: I recently started looking at my mother-in-law’s retirement account. According to their chart, the S&P 500 had a 12.95% annual return during that same period.

Marketing 127

Marketing Marketing Retirement Accounting 127

Random Roger's Retirement Planning

FEBRUARY 12, 2025

The starting point for the Man article is that defined contribution investors need exposure to risk assets for more years and portable alpha to add alternatives, they say, is a better way to do it. There are funds that provide the plain vanilla exposures, with leverage, from WisdomTree, ReturnStacked and PIMCO, there might be others too.

Portfolio 52

Portfolio Retail Assets Clients 52

Nerd's Eye View

JANUARY 11, 2023

In fact, until earlier this year, the average 30-year fixed mortgage rate had stayed below 5% since 2010 (and below 7% since 2001). Leading up to 2022, financial advisors and their clients had grown accustomed to a relatively low mortgage rate environment. in October 2022, twice the 3.45% average rate in January.

Clients 130

Clients Financial Advisor Financial Planning Media 130

The Big Picture

AUGUST 28, 2024

Well, they have been going that way for a while there’s already a couple 0 fee ETF out there they are from companies that aren’t as popular as a Schwab or a State Street so I think once you get below 5 basis points you get to this realm of like super dirt cheap where people don’t really care are you 3 or 4 are you two or three you (..)

Assets 173

Assets Numbers Investing Investments 173

Alpha Architect

FEBRUARY 5, 2025

Since 2010, the S&P 500 has beaten the International Developed market in all but three years. This led the U.S. market to outperform International Developed by an astounding 8.14% compounded per year. Talk about pain if youre a global investor. Is It Time to Ditch International Stocks? was originally published at Alpha Architect.

Marketing 83

Marketing Marketing Asset Allocation Media 83

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? A reader suggested to me that the two words have different meanings: Investible refers to an asset in which an investment can be made. million to 29.6

Investing 98

Investing Investments Assets Clients 98

Validea

MARCH 13, 2025

Strong Liquidity (Current Ratio 2) A companys current assets must be at least twice its current liabilities, ensuring financial stability. Low Debt Levels (Long-Term Debt Net Current Assets) Limiting debt helps safeguard a companys financial health, especially during economic downturns.

Valuation 52

Valuation Investing Investments Portfolio 52

MarketWatch

MARCH 30, 2023

sanctions by providing a trade finance platform to an unnamed foreign bank, which used the platform to process $532 million in prohibited transactions between 2010 and 2015, according to a statement. trillion asset cap that was placed on it in 2018 by the Fed. The bank violated U.S.

Compliance 75

Compliance Banking Assets Marketing 75

The Big Picture

APRIL 4, 2024

The Fed was worried that the psyche of investors was to stay away from Riskier assets like home prices or equities. And so the fear was that they were just going to all pilot in the tertiary bills and they were never going to move into risk assets. This is not the 2009, 2010 to 2020 period where basically all you needed was.

Portfolio 162

Portfolio Management Assets Banking 162

Nationwide Financial

JUNE 9, 2023

From 2010 to 2020, inflation as measured by the Consumer Price Index averaged around 2 percent, a relatively low level by historical standards. From 2010-2019, the average interest rate on a one-year certificate of deposit was about.5%, It wasn’t that long ago that inflation was almost non-existent in the economy.

Retirement 98

Retirement Clients Certification Taxes 98

Random Roger's Retirement Planning

NOVEMBER 21, 2024

There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly). It has been challenging as we've talked about in other posts recently but I believe the 2010's were even worse. Offering diversified exposure to U.S.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Advisor Perspectives

MAY 2, 2023

Mortgage-Backed Security (MBS) Index was trading at an option-adjusted spread of 65 bps, which ranked in the 91st percentile since 2010. We believe moves in the asset class have been overdone and that current valuations present an opportunity. As of April 25, the Bloomberg U.S.

Valuation 52

Valuation Assets 52

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

Retirement 90

Retirement Distribution Taxes Retirement Planning 90

Validea

JANUARY 13, 2023

Arnott’s method focused on funds the increased the most in asset size from 2010 to 2021, recognizing that the funds that were historically the most successful would get higher inflows; i.e., “the big generally get bigger.”. One exception is the Fidelity Contrafund, which generated billions in asset growth throughout the 1990s.

Portfolio 59

Portfolio Assets Management Investing 59

Trade Brains

AUGUST 17, 2024

No 685845 1.50% 12 MONEYLICIOUS SECURITIES PRIVATE LIMITED No 681706 1.49% 13 5PAISA CAPITAL LIMITED No 536009 1.17% 14 INDMONEY PRIVATE LIMITED No 493779 1.08% 15 MIRAE ASSET CAPITAL MARKETS ( INDIA ) PRIVATE LIMITED No 483858 1.06% Please note that the total number of active clients of all stockbrokers is 4,56,71,347 (4.46 lakh clients).

Clients 98

Clients Numbers Startup Accounting 98

Random Roger's Retirement Planning

JUNE 2, 2024

The firm has been running the Alpha Simplex Managed Futures Strategy Fund (ASFYX) since 2010. ASFYX also has a small percentage of its assets tracking a faster signal than the normal 200 day/10 months that most managed futures strategies follow.

Management 98

Management Retail Investing Investments 98

Random Roger's Retirement Planning

OCTOBER 10, 2022

But the success of managed futures is drawing more and more attention and assets. It's new relative to the last couple of years, the performance has been lights out this year and assets are knocking on the door of $1 billion. I am absolutely a believer in the strategy even though it generally did poorly for most of the 2010's.

Management 98

Management Risk Management Asset Allocation Assets 98

Discipline Funds

FEBRUARY 21, 2024

And by adding in cash, T-bills, bonds or other assets you can reduce the aggregate volatility and uncertainty of your cash flows. I spent most of the 2010’s writing articles debunking macroeconomic myths. Diversification isn’t just a risk reducer in some textbook theoretical concept, it’s a sleep well tool.

Investing 119

Investing Investments Taxes Portfolio 119

Random Roger's Retirement Planning

JULY 5, 2024

He's been in the space as a hedge fund manager since the early 80's but has transitioned to the ETF wrapper with the Blueprint Chesapeake Multi-Asset Trend ETF (TFPN) which started trading a year ago and more recently, tying up with Meb to manage the newly listed Cambria Chesapeake Pure Trend ETF (MFUT). Meb is a huge believer in trend.

Management 52

Management Portfolio Assets Taxes 52

Darrow Wealth Management

NOVEMBER 5, 2024

At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Generally, gross assets mean cash and adjusted tax basis in property held by the issuing corporation. At least 80% of the company’s assets must be used in qualified trades or businesses.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Random Roger's Retirement Planning

MAY 4, 2024

For a few years in the 2010's, I had a side gig working for ETF provider AdvisorShares. They were built with the intention of trying to be market equaling but with fewer dollars exposed to risk assets. One of the funds, Morgan Creek Global Tactical ETF with symbol GTAA, was managed by Mark Yusko who runs Morgan Creek Capital.

Portfolio 89

Portfolio Management Taxes Assets 89

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. The requirements for asset managers to have a bank were such that it would inhibit us a bit. JOHNSON: …for most assets. I also ran our credit card business at the time.

Management 222

Management Investing Investments Assets 222

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. perspective, how you hold your assets is just as important as what you hold, right?

Clients 299

Clients Wealth Management Banking Investing 299

Carson Wealth

FEBRUARY 7, 2023

And though there is a wide variety of exclusions and requirements, Section 1202 may be available to an individual stockholder selling qualified small business stock (QSBS) that was acquired after 9/27/2010 and held for more than five years – though additional qualifications and restrictions apply. The company cannot be a holding company.

Taxes 52

Taxes Sales CFP Planning 52

Random Roger's Retirement Planning

OCTOBER 10, 2023

Then you have to go back to year end June 2010 to find another year that VBAIX outperformed. I think there might be things to take away from how Yale allocates its assets when you can find those articles but I don't think it is realistic to think Yale can be mimicked. In 2019 VBAIX outperformed by 221 basis points.

Portfolio 98

Portfolio Assets Management Marketing 98

Walkner Condon Financial Advisors

MAY 31, 2024

Popular Tax Planning Strategies Roth IRA Conversions In simple terms, a Roth IRA conversion is the act of transferring (converting) pre-tax assets to a Roth IRA account. This will make the converted amount taxable in the year that you transfer the assets into a Roth IRA.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

The Irrelevant Investor

AUGUST 12, 2019

Howard Marks recently said "The process of lowering rates causes assets to inflate. There will be more wealth piled up by the people who have assets and it'll be harder for people who just have a little bit of savings to make a return." a year since 2010. Marks is hardly alone in this line of thinking. Are they still working?

Assets 52

Assets Government Portfolio Marketing 52

The Irrelevant Investor

JUNE 13, 2017

This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected. There are 50 U.S.

Asset Allocation 52

Asset Allocation Portfolio Assets Investing 52

Random Roger's Retirement Planning

OCTOBER 23, 2022

It was titled Should Investors Try To Hedge Tail Risk which I wrote in 2010. There can be other assets types included and as I was told in a Twitter conversation there are other types of risk parity that are doing better than RPAR. We've been bagging on risk parity funds all year and it continues to get worse.

Portfolio 71

Portfolio Assets Management Retail 71

Carson Wealth

AUGUST 12, 2024

We will keep things very simple here, but the Bank of Japan (BOJ) surprised markets with a rate hike which lead to a big move in the yen, which in turn unwound the yen “carry trade,” causing many risk assets to sell off heavily. 2010 had a European banking crisis. In 1997 was saw a major Asian banking crisis.

Marketing 95

Marketing Marketing Numbers Economy 95