The Big Picture

JANUARY 8, 2025

Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. He’s the chief investment officer at Bitwise Asset Management. What is Bitcoin?

Assets 130

Assets Investing Investments Banking 130

The Big Picture

AUGUST 17, 2022

But that is not the same as becoming one of the most dominant asset managers in the world. Previously : Don’t Blame Morningstar for Our Own Shortcomings (October 26, 2017). For sure, ETF and fund fees compound over time, and whether or not they are passive or actively managed doesn’t matter. Russel Kinnel. Morningstar, August 9, 2010.

Taxes 334

Taxes Portfolio Management Investing 334

The Big Picture

OCTOBER 28, 2023

The Atlantic ) • Light and gravitational waves don’t arrive simultaneously : In 2017, a kilonova sent light and gravitational waves across the Universe. Wellington is one of the world’s top 20 asset managers, was founded in 1933, and runs $1.2 trillion in client assets. Here on Earth, there was a 1.7 second signal arrival delay.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

The Big Picture

APRIL 11, 2024

They slowly accumulated some assets, but hardly moved the needle on Wall Street. It is not a coincidence that following the GFC, Vanguard and Blackrock soon crossed a trillion dollars in assets, then doubled in size, then doubled again. And even still, fund fees and taxes remained a major cost element.

Commission 351

Commission Taxes Management Electronics 351

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

SEPTEMBER 15, 2023

New York Times ) Be sure to check out our Masters in Business interview this weekend with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management. ( BBC ) • Kevin McCarthy Dares GOP Critics to Try to Oust Him : House speaker is working to avert a government shutdown.

Wealth Management 261

Wealth Management Management Investing Investments 261

The Big Picture

DECEMBER 16, 2023

The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets. This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners.

Portfolio Management 173

Portfolio Management Portfolio Assets Management 173

Nerd's Eye View

APRIL 5, 2023

For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Calculated Risk

DECEMBER 26, 2022

However, it seems unlikely that inventory will be back up to the 2017 - 2019 levels. As expected, inventory hit new record lows early in 2022, and is finishing the year up significantly year-over-year - but not close to the 2017 - 2019 levels. Inventory is always something to watch!" This was correct. If so, how many times?

Economics 282

Economics Sales Banking Economy 282

The Big Picture

NOVEMBER 27, 2023

Low Stakes : The most successful market timers are often those people who do not have actual assets at risk. Catching the exact right moment when the crowd is mostly wrong goes against all of your instincts as a social primate.3 It’s utterly laughable. The less it matters, the easier it is to be bold and outside of the mainstream.4

Marketing 304

Marketing Marketing Math Retirement Planning 304

The Big Picture

MARCH 9, 2023

MiB: Women in Finance Dominique Mielle, Canyon Capital ( coming March 24, 2023) Maria Vassalou, Goldman Sachs Asset Management March 4, 2023 Jennifer Grancio, Engine No. economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P.

Wealth Management 162

Wealth Management Management Engineering Banking 162

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 182

Management Medical Portfolio Management Economics 182

The Big Picture

FEBRUARY 27, 2023

I asked my buddy if he had any interest in selling the stub (assets include name, intellectual property, board, ticker symbol, etc.) Here we are five years later, and while the idea + ticker are still great, the fund shut down due to lack of interest. for pennies on the dollar. appeared first on The Big Picture.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Plan for the Expiration of TJCA 2017 The biggest change to the Tax Cuts and Jobs Act of 2017 is that the gift and state tax exemption amounts will revert to the 2017 level of $5 million plus inflation adjustments for 10 years.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

Assets 119

Assets Investing Investments Numbers 119

The Big Picture

AUGUST 8, 2023

I am not sure there are a lot of reliable and confidence-inspiring signals in these charts. 60 Years of Uncertainty Hites Ahir, Nicholas Bloom, Davide Furceri IMF, March 2020 _ 1.

Distribution 246

Distribution Economics Communication Media 246

The Big Picture

NOVEMBER 20, 2023

Previously : Tax Alpha (April 14, 2022) Accessing Losses via Direct Indexing (April 14, 2021) The Cutting Edge (September 30, 2021) USA Is Smashing Its Clean Energy Targets (October 17, 2017) Sources : Wall Street’s ESG Craze Is Fading By Shane Shifflett WSJ, Nov. Oct 31, 2023) 4.

Taxes 195

Taxes Portfolio Investing Investments 195

Cordant Wealth Partners

NOVEMBER 18, 2024

You can donate appreciated assets to your DAF, avoiding capital gains taxes and further lowering your tax bill. The donor receives a tax deduction in the year the contribution is made, and the donated assets continue to grow tax-free in the account until the donor gifts them to the qualified charities of their choice.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

The Big Picture

SEPTEMBER 18, 2023

The Guardian ) Be sure to check out our Masters in Business interview this weekend with Elizabeth Burton , Managing Director and Client Investment Strategist at Goldman Sachs Asset Management. The Massachusetts senator explains why we need an FCC for Big Tech. (

Startup 130

Startup Government Retirement Investing 130

Nationwide Financial

AUGUST 29, 2022

The Tax Cuts and Jobs Act, which passed at the end of 2017 and established current income tax rates, is scheduled to “sunset” at the end of 2025. This means if Congress does nothing, we will revert to 2017 tax rules for the 2026 tax year. If the TCJA sunsets, the 2017 tax brackets will have to be indexed from 2017 numbers.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The 4% rule is generally the accepted standard for a safe withdrawal rate in retirement to ensure the assets last for 30 years. I took the above picture in 2017. Bill Bengen, known for deriving the 4% rule sat for a podcast with Sam Dogen , a well known FIRE proponent and blogger. Listen to the podcast. Get ready to be very surprised.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Million Dollar Round Table (MDRT)

JULY 14, 2024

He shared these questions in a ConneXion Zone presentation at the 2017 MDRT Annual Meeting: What do you own? Start by asking clients to look at what assets they have today.

Clients 105

Clients Insurance Management Assets 105

Zajac Group

NOVEMBER 7, 2024

Gifting Other than transferring assets after death, the other primary way to transfer wealth is to gift portions of your estate during your lifetime. Gifting can include assets or property, equity (including vested stock options that are deemed transferable), bonds, and other valuable items.

Planning 52

Planning Estate Planning Taxes Assets 52

Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment? Thu, 11/08/2018 - 09:35.

Assets 52

Assets Portfolio Investing Investments 52

Discipline Funds

JULY 21, 2023

You’re buying a long-term asset that is designed to lose money, but will create a very large short-term real return in the case of an outlier risk event. Investment portfolio insurance is a more interesting thought exercise. After all, insurance is designed to provide you with short-term certainty around an uncertain outlier event.

Insurance 52

Insurance Assets Financial Planning Portfolio 52

Harness Wealth

JANUARY 10, 2025

Internal Revenue Code (IRC) allows businesses to deduct the full purchase price of certain depreciable assets, including vehicles, in the year of purchase rather than depreciating them over time. Cryptocurrency may be a relatively new way to earn or trade money, however, the IRS has clear rules that apply to digital assets.

Taxes 52

Taxes Assets Media Education 52

Trade Brains

SEPTEMBER 22, 2023

Fundamental Analysis of Ujjivan Small Finance Bank We will begin with understanding the services offered by the Bank, its Net Interest growth, and its Deposits & assets growth. It commenced operations on 1 February 2017. Ujjivan SFB is majorly into micro banking, providing small credit facilities with an asset base of 17,401 Cr.

Banking 126

Banking Assets Accounting License 126

Trade Brains

SEPTEMBER 19, 2023

Decentralised exchanges are autonomous bodies that work on distributed ledger concepts where users control their digital assets with more privacy. Top Cryptocurrency Exchanges #2 – BitForex BitForex is a Hong Kong-based centralised cryptocurrency exchange founded in 2017.

Marketing 116

Marketing Marketing Accounting Engineering 116

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S.

Clients 98

Clients Insurance Financial Advisor Assets 98

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

Financial Services 105

Financial Services Banking Assets Management 105

The Irrelevant Investor

JUNE 24, 2019

Let's say there was an asset that you thought had the potential to do really well. We're going to use Bitcoin as an example, which began its meteoric ascent in 2017. Just a 5% position in Bitcoin at the beginning of 2017 helped this hypothetical portfolio grow to an ending amount that was 40% more than a 60/40 portfolio alone.

Portfolio 52

Portfolio Numbers Assets Investing 52

Trade Brains

JUNE 14, 2024

After hearing this, the RBI started an asset quality review on Yes bank books and they found that yes bank’s loan books include Anil Ambani’s Reliance, the Essel Group (Zee), IL&FS, Jet Airways, Cox & Kings and Vodafone which were all under stress. CASA + Retail Term Deposits accounted for approximately 59% of Total deposits.

Banking 105

Banking Retail Accounting Assets 105

Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue. Consequently, it wasnt unheard of for employees to decline equity compensation altogether because the tax risk was too great.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Random Roger's Retirement Planning

SEPTEMBER 3, 2022

I compare the portfolio to 100% in Vanguard Balanced Index Fund (VBAIX) and I sort of recreate client and personal holding Standpoint Multi-Asset (BLNDX) with a longer time frame in Portfolio 3. Risk free assets now have yield although the backtest of this portfolio was in a period where T-bills had no yield.

Portfolio 68

Portfolio Clients Assets Accounting 68