FMG

APRIL 6, 2023

According to FINTRX’s Global Family Office Report , direct investments have increased since 2010: Direct investments require confidence and knowledge. But beyond that, family offices want to show how they determine investment choices, considering both financial and ethical circumstances. RETIREMENT STRATEGIES LLC.

Marketing 52

Marketing Marketing Clients Media 52

The Big Picture

DECEMBER 6, 2022

It has to be such a different set, the retirement planning is different, the safety net is different. People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. So a phenomenal learning experience with both Jefferies and Morgan Stanley.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JULY 19, 2022

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investing 130

Investing Investments Valuation Portfolio 130

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. NADIG: And trying to help people understand what that means for next week, and the next year, and the next decade, to position products underneath it, like ETFs in 1992, or model portfolios in 2000, or direct indexing in 2010. NADIG: Yeah.

Management 278

Management Assets Portfolio Investing 278

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. But by 2010, Amazon is immense. Jeff, what were you doing in 2010? This was probably 2010 or so. CLYMER: And I guarantee you when I retire from whatever this is, that’s the watch I will wear every day.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

APRIL 8, 2024

And then it turns out, you know, the market, if you go from 91 forward market just sort of went up and business was good and it was good basically until maybe 2010. The financial crisis in the two thousands, the 2010 seemed totally uneventful other than the fact that, you know, there was no yield on the fixed income side.

Economy 147

Economy Clients Banking Economics 147