Zoe Financial

DECEMBER 12, 2023

We have a new white paper called “Welcome to the Jungle,” written by industry consultant Mark Hurley. Economies and markets fluctuate. The move towards passive continues and is one of those things I don’t see why it would stop anytime soon. Definitely worth a read. Fairly comprehensive.

Wealth Management 40

Wealth Management Management Consulting Taxes 40

Tucker Advisors

SEPTEMBER 8, 2021

So, in an expansionary economy, they’re great. In a recessionary economy, the stock value goes down and its dividend often disappears. For more information about indexed annuities or to receive a downloadable white paper on addressing annuity concerns, email Kyle.Savner@TuckerAdvisors.com or Jason.Demers@TuckerAdvisors.com.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

The Better Letter

APRIL 29, 2022

The latest capacity utilization number may become a helpful piece of the economic puzzle, but it is highly unlikely to suggest any major change in the economy. Advertising white papers, research reports and educational events that are nothing but marketing exercises. Fear-mongering and/or bandwagoning for business.

Media 52

Media Advertising Accounting Management 52

Brown Advisory

NOVEMBER 8, 2021

If climate friendly bond portfolios do not generate competitive returns, there is a risk that not enough capital will be available to fund a low-carbon economy. Fixed income assets, in our view, will continue to be an essential part of the financing mix for decarbonizing the economy. This linkage is essential.

Portfolio 52

Portfolio Assets Investments Investing 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. The S&P 500® Index represents the large-cap segment of the U.S.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Manager Characteristics. company.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

SEPTEMBER 19, 2023

I, is the allocator issue with commodities a function of, hey, we just don’t have the white papers to show this is a good long-term investment or is it something else? You know, there are specific short periods of time where they do spectacular but over long time and eventually mean reverts.

Assets 147

Assets Management Investments Investing 147

Nationwide Financial

SEPTEMBER 30, 2022

The midterm elections are around six weeks away, and this cycle is shaping up to be like previous elections where the state of the economy is likely to define the results. Share these insights from our updated white paper on the influence of news headlines to help clients stay focused during this midterm election cycle.

Government 59

Government Retirement Planning Retirement Distribution 59

Nationwide Financial

OCTOBER 25, 2022

How could the midterm elections affect the economy? With all the uncertainty around the election outcomes, it’s hard to say what the impact on the economy will be after Election Day. That has helped sustain the economy through the COVID recovery, but seems unlikely to continue under divided government.

Clients 116

Clients Management Government Economy 116

The Big Picture

MARCH 12, 2024

You, 00:30:51 [Speaker Changed] You know, the fascinating thing is I have a vivid recollection of a paper, a white paper coming out by professors Reinhart and Rogo. They 00:38:39 [Speaker Changed] Price insensitive, they 00:38:41 [Speaker Changed] Right, they cared what the lower mortgage rate did to the economy.

Banking 147

Banking Marketing Marketing Investments 147

Investing Caffeine

FEBRUARY 5, 2025

Source: VisualCapitalist.com But what does this mean for the economy? These Mexican and Canadian tariffs are very broad based and impact many different industries, including autos, agricultural products, and crude oil. You can see the extentof the impact in the graphic below graphic below. In short, it will mean higher prices for U.S.

Taxes 52

Taxes Economics CFP Investments 52

The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. White paper was about asset backed finance.

Economy 257

Economy Banking Economics Taxes 257

Investing Caffeine

MARCH 3, 2025

We were honored to have our white paper on the cryptocurrency market published by the California Business Journal last month. Please enjoy the article below. Newly inaugurated President Donald Trump has wholeheartedly embraced the multi-trillion dollar cryptocurrency and digital asset industry.

Assets 59

Assets Investments Investing CFP 59

The Big Picture

OCTOBER 31, 2022

We wrote a white paper that was associated with it. RITHOLTZ: So 5% funds rate, what does that do to the economy? And that’s where Jeremy came in because he was my right hand man, to say the least, in doing all this. We did it not only for the U.S., we did it internationally. It makes sense for me. SIEGEL: Yeah.

Numbers 147

Numbers Investing Investments Marketing 147

The Big Picture

JANUARY 23, 2024

And there will be a fundamental rewiring of the economy that takes place as a result. It helps crops grow more farmers crave biochar, but it also sequesters carbon for at least a thousand years according to a new white paper. And so we’re really excited about companies and technologies like this.

Government 130

Government Startup Manufacturing Investments 130