The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them.

Clients 162

Clients Management Engineering Investing 162

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 In early 2015, Scott sold his ownership interest in the firm.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

Indigo Marketing Agency

JANUARY 17, 2022

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. Aaron Klein Aaron Klein is the co-founder and CEO of Riskalyze—the company that invented Risk Number ® , a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. You can connect with Samantha on LinkedIn here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning. In early 2015, Scott sold his ownership interest in the firm.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

“Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., In early 2015, Scott sold his ownership interest in the firm. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

SEPTEMBER 26, 2023

I had him on the show in 2015 and the thing that was so astonishing, 17.8% Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. Crazy number. So I, I think that’s, that’s advice number one.

Banking 130

Banking Investing Investments Clients 130

The Better Letter

JANUARY 26, 2024

2015 : “Exit now.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” HSGFX’s returns were very low that year (-6.62 percent); the S&P’s were very high (32.15 percent higher.

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

APRIL 4, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today.

Banking 147

Banking Management Investing Investments 147

Random Roger's Retirement Planning

OCTOBER 28, 2024

Blueprint worked with Parker from when Parker ran strategies as a hedge fund and has been a believer in the importance of trend and managed futures for a while. When they talked about portfolio allocations he said they want to have enough in managed futures to have an impact on the portfolio. Calmar captures risk of significant losses.

Risk Management 52

Risk Management Management Portfolio Numbers 52