article thumbnail

How Do Active Managers Invest Their Own Money?

The Big Picture

The researchers describe financial markets as “slowly evolving communities of practice whose habits, routines and ways of knowing can be difficult to shift, even when faced with overwhelming evidence that what they are doing doesn’t work most of the time.”

article thumbnail

MiB: Jon McAuliffe, the Voleon Group

The Big Picture

McAuliffe has a unique track record of successful innovation applying statistical methods to real-life prediction problems, particularly in the financial markets. She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

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
article thumbnail

Is the ESG Craze Really Fading?

The Big Picture

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.

Taxes 195
article thumbnail

: Megan Greene to replace Silvana Tenreyro at the Bank of England

MarketWatch

Greene is currently global chief economist at Kroll and according to the central bank “has a broad understanding of financial markets internationally and significant experience of advising leaders on the potential impacts of global macroeconomic developments.” External members are allowed to serve two three-year terms.

Banking 92
article thumbnail

Top Movies & Shows for Financial Advisors to Watch

BlueMind

One of the most outstanding movies of the financial industry to this time, which was inspired by true events, Margin Call will take you on a roller coaster ride that spans over 24 hours. Ozark Drama Series (2017 – 2022). In 2013 Bharara led the prosecution of the hedge fund manager Steven A. Cohen of S.A.C Capital Advisors.

article thumbnail

Who Sells When the Market Falls?

The Irrelevant Investor

Vanguard has been repeating this survey every two months since early 2017. The results suggest that individual investors have become a major force for moderation in the financial markets. How about them apples! But we know better than to trust surveys, and luckily, there is some fresh data to back up this claim.