WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. They’ve grown tremendously.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MAY 9, 2023

That’s on the private side and then on the public side, really getting market updates from our various portfolio managers and CIOs across the public side business in terms of what’s been happening in those businesses. So what trends and practice areas have you most excited looking forward 2023 and beyond?

Assets 299

Assets Clients Investing Investments 299

Carson Wealth

AUGUST 21, 2023

This is how we see 2023 playing out, with the S&P 500 hitting new highs before the ball drops. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. I’m gonna hold it in my portfolio. That’s Barry saying it.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

OCTOBER 5, 2024

And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. So 00:06:01 [Speaker Changed] It’s funny, I had the exact same experience with compliance at a brokerage firm in the early two thousands when I launched the big picture. You can do media.

Economy 162

Economy Education Insurance Economics 162

Sara Grillo

FEBRUARY 13, 2023

Our scheduled meetups are here: March 8 th , 2023 April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Sources Krantz, Matt. (9

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. Program didn’t feel right.

Valuation 173

Valuation Investing Investments Numbers 173

Carson Wealth

JUNE 3, 2024

percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Back in December 2023, 42% of items had inflation rates above 4%, versus 33% in April. And 21% of items were experiencing falling prices in December 2023, versus 30% in April.

Marketing 93

Marketing Marketing Financial Services Distribution 93