Validea

JANUARY 4, 2023

After a tough decade for simple systematic value strategies from 2011-2021 this model bounced back very well in 2022. Throughout 2022 the most expensive stocks were the ones hit hardest as valuations started to normalize in a new world of higher interest rates. The model portfolio was up 17.2% in 2022 vs. a 19.4%

Portfolio 52

Portfolio Risk Management Assets Asset Allocation 52

Brown Advisory

NOVEMBER 12, 2015

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters. Circular 230 Compliance Statement.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Berkshire’s approach frees up a lot of time and energy for managers to focus on running their businesses well rather than communicating with Wall Street and shareholders.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Berkshire’s approach frees up a lot of time and energy for managers to focus on running their businesses well rather than communicating with Wall Street and shareholders.

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. ” It wasn’t that they didn’t communicate that. What’s the valuation?

Management 130

Management Investing Investments Government 130

Cornerstone Financial Advisory

FEBRUARY 27, 2023

Tip adapted from CDC.gov 8 About 90% of this country’s land area is made up of arid tan desert, yet its flag was once solid green (until 2011) – in fact, at one time it was the only nation in the world with a flag containing just one color. Always talk to your doctor before starting a new strength training routine. What nation is this?

Economics 59

Economics Taxes Investment Advisor Investments 59

The Big Picture

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Banking 147

Banking Economy Marketing Marketing 147

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. RITHOLTZ: He was the first (inaudible) in round B at the higher valuation. If you were alive and writing checks in 2006 to 2011. Is it about the valuation? Back then I was Wallstrip was like a 400K valuation.

Media 290

Media Investing Investments Valuation 290