The Big Picture

AUGUST 16, 2022

The basic concept is when one of these asset classes starts a long move, they tend to go much further and much longer than people typically expect, and you want to capture as much of that move as possible. So different time horizons, different assets. What assets are they in? I don’t know if all our listeners are.

Management 305

Management Assets Risk Management Marketing 305

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. I could have gone back further than 2018 but Bitcoin skyrocketed in 2017 so I wanted to take that out in case that sort of year never repeats again.

Portfolio 72

Portfolio Budgeting Assets Investing 72

Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. These capital gains are a part of your taxable income based on how long you stay invested in the asset. However, changes in the union budget have altered the tax treatment on the sale of equity and other investments.

Taxes 59

Taxes Assets Investments Investing 59

Trade Brains

FEBRUARY 11, 2024

The government’s emphasis on ‘infrastructure-led economic growth’ was evident in the Union Budget 2023-24, with a 33% increase in capital investment for infrastructure, reaching ₹10 lakh crore, equivalent to 3.3% 2018-19 5,591.22 The ROA represent the returns the company has earned on its total assets.

Government 59

Government Retail Portfolio Assets 59

Brown Advisory

JUNE 26, 2018

The Arc of the (Bond) Covenants achen Tue, 06/26/2018 - 16:11 The warning caveat emptor , or “buyer beware,” is particularly important to heed when investing in bonds late in the credit cycle. Between June 2016 and May 2018, the total was $1.16 Covenant quality deterioration (and aggressive PE activity) are lamentably old news.

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Distribution Assets Clients Sales 52

Brown Advisory

JUNE 26, 2018

Tue, 06/26/2018 - 16:11. The deal initially included provisions limiting bondholders’ recourse to asset sale proceeds, very liberal secured financing capacity, and essentially unlimited dividend capacity, although it should be noted that creditor pushback resulted in key amendments that strengthened the covenant package.

Distribution 52

Distribution Assets Clients Sales 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

The “5% rule” was instituted in 1981 by the IRS; this rule requires private foundations to distribute at least 5% of portfolio assets each year, and over time this rule has been voluntarily adopted by nonprofits of all types. In the past, spend-rate planning was a fairly straightforward task for investment committees.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Trade Brains

NOVEMBER 20, 2022

These have been accredited with ISO 9001-2015, ISO 14001-2015, and 45001:2018 Quality certificated. Further, it has a budget of roughly ? 2018 2841 60. Mar 2018 4.29 Mar 2018 19.33 However, its return on capital employed and return on assets fell short of the ideal requirement. PLI Scheme. Year Revenue (?

Electronics 52

Electronics Manufacturing Medical Clients 52

Carson Wealth

JULY 5, 2022

So, he knew to create a budget while he was in the NFL that accounted for his rent, his car, his gas, and his food. . “I I remember doing an interview with CNN Money and I actually had a picture from 2003 of my budget,” Ogden explained. . The Journey. Ogden’s father worked in finance his entire life.

Financial Planning 52

Financial Planning Planning Strategic Planning Accounting 52

Tucker Advisors

APRIL 4, 2023

From 1979 to 2018, wages rose five times less than productivity. Far too many people have overlooked it as an alternative because they either felt they did not have enough money to invest or could not seem to consistently budget money for the purpose of investing. As a consumer society, we have never placed an emphasis on saving money.

Retirement 75

Retirement Financial Advisor Planning Accounting 75

Indigo Marketing Agency

DECEMBER 19, 2022

He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. billion in client assets. In 2018, a company even offered to pay him $10 million for his website. Ron Carson…need we say more? Ron is a household name among financial advisors and one of our personal heroes and mentors. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Midstream Marketing

MARCH 21, 2023

In my conversations with financial advisors, I am surprised that many don’t realize the potential AUM (assets under management) growth that is possible for their firm through the Google Local Pack. The Google Local Pack garners a significant portion of the clicks on page one of a Google local search. I have good news for you.

Financial Advisor 52

Financial Advisor Investment Advisor Consulting Advertising 52

Trade Brains

JULY 23, 2022

In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Reduction in custom and import duties taxes on the raw materials and Capex investment push by Government in the budget 2022. In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? In Crores) Company 2017 2018 2019 2020 2021 2022 Revenue ? Past performances. (In

Manufacturing 52

Manufacturing Government Investing Investments 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Trade Brains

DECEMBER 21, 2022

It had allocated a budget of ₹ 6,322 crores for disbursals to be made to applicants who are selected under the scheme. Year 2018 2019 2020 2021 2022 Revenue (Rs. There is an increasing trend in the company’s net profit margin, from 8.44% in 2018 (FY19) to 13.68% in 2022 (FY23). About the Company. in Crores) 71,933.00

Planning 52

Planning Manufacturing Distribution Investing 52

Brown Advisory

APRIL 16, 2018

The Other 95% achen Mon, 04/16/2018 - 13:23 The traditional goal for a nonprofit’s investment portfolio was to earn a 5% return or so that could be used to fund the nonprofit’s programs. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

Mon, 04/16/2018 - 13:23. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class. A traditional qualifying distribution, like a grant, is a one-time use of capital, but a PRI may allow a nonprofit to leverage its assets more effectively.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

James Hendries

JULY 3, 2023

The early and successful budget airlines, or online digitized and aggregated commercial real estate data, all emanated from strong conviction. to reach a $1 trillion market cap in intraday trading on August 2, 2018. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Banking Valuation 52

Indigo Marketing Agency

JANUARY 17, 2022

He founded Carson Group in 1983, which now has over $15 billion assets under advisement. In 2018, a company even offered to pay him $10 million for his website. He’s also the author of The Millennial Money Fix , which teaches young professionals everything they need to know about budgeting, college debt, and finding financial freedom.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Abel and Jain, the designated successors to Buffett, were each paid $18 million in 2018. billion in 2018.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JUNE 16, 2022

Long duration assets are losing favour given higher rates act like gravity on the price of securities whose intrinsic value is based on cash flows generated further into the future. rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% The last time U.S.

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. We invested in five new companies during the year which was the most since 2018. It was one of the best books we read in 2022 and has many lessons for long-term investors.

Investments 52

Investments Investing Valuation Clients 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investments 52

Investments Investing Portfolio Accounting 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. Historically, government spending on mandatory items, like Medicare and Medicaid, was proportionally low, while discretionary items, like defense spending, were a larger chunk of the budget.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. Historically, government spending on mandatory items, like Medicare and Medicaid, was proportionally low, while discretionary items, like defense spending, were a larger chunk of the budget.

Economics 52

Economics Budgeting Government Clients 52

Carson Wealth

MARCH 2, 2023

Often, they have built exceptionally successful careers and saved substantial amounts in various asset classes. Having a good-sized pool of liquid assets is important so you can preserve your capital rather than making withdrawals during an ongoing market downturn, which can have a damaging impact. Contact us today.

Retirement 98

Retirement Taxes Accounting Financial Advisor 98

The Big Picture

JULY 2, 2024

Not only will we pay for it, we’ll keep your lawyer on a budget, we’ll make sure the case stays on track. But back to the fellowship, did it help you raise other assets that people say, oh, Peter Thiel is successful if he’s putting money into Eva? Which, which is was my big takeaway from that book.

Government 147

Government Investing Investments Assets 147

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. RITHOLTZ: That started in 2018. The thinking was, no. RITHOLTZ: They didn’t have to sell.

Sales 130

Sales Numbers Marketing Marketing 130

The Better Letter

JANUARY 26, 2024

” The Dow closed at 23,327 a couple of years later – the end of 2018 – and has not dropped below 19,000 since the prediction. who became a professor at the University of Michigan before setting up his own asset management firm. percent in 2018 while HSGFX was up 8.78 ” Which brings me to John Hussman.

Assets 105

Assets Valuation Management Marketing 105

Sara Grillo

SEPTEMBER 26, 2022

I would say a good portion of the budget should be… Should be put towards this investigatory process. Wright: Yeah, I wouldn’t necessarily agree with Tom now without obviously further looks into the budget and things like that. Grillo: Alright, so JR Do you wanna go over your slides, if I just share them… 0:48:59.3

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Carson Wealth

APRIL 4, 2025

Now, we did have a trade war in 2018 2019 and didnt see a big collapse in business investment but that time had two things going for it: 1) a huge corporate tax cut, and 2) a Federal Reserve (Fed) that started to reverse tight policy. Theres also the problem of stranded assets for US companies. Thats not the case today.

Manufacturing 101

Manufacturing Portfolio Assets Investing 101

Carson Wealth

APRIL 7, 2025

As shown in one of our favorite charts below, different assets may be the winners or losers across different years or even decades, but a diversified holding is a good starting point for avoiding extremes. Theres also the problem of stranded assets for US companies. Thats not the case today. What do you do with a foreign plant now?

Marketing 88

Marketing Marketing Investments Investing 88

Carson Wealth

MARCH 7, 2025

Note that this is one way a lot of Chinese goods making their way into the US have avoided tariffs (since 2018). Back in 2018, the Trump administration gave out subsidies to blunt the impact, but it may not be as easy this time around with the deficit already running high.

Economy 83

Economy Marketing Marketing Taxes 83

Aleph

FEBRUARY 18, 2023

Feb 18, 2023 The world’s war machine is running low on ammunition [link] Together with stretched government budgets and relatively tight money globally — is this why the long end is selling off?

Banking 59

Banking Healthcare Government Budgeting 59