Sentences with phrase «money manager»

Enlightened investors intuitively recognize how difficult it is to consistently and accurately predict the best securities (stocks, bonds, mutual funds etc.), which money manager will outperform, or when to be in or out of the market or out — as is the traditional approach to managing portfolios.

Rockcoons later allegedly boasted in a text message: «I'm a professional money manager and mover of funds without personal identifying information attached to the funds or equity.

The only true test of a money manager's ability is if he can obtain above - average results over a full cycle that includes both bull and bear markets.

At a sprightly 58, his billionaire son and money manager Kenneth Fisher must wake with a smile.

Vanguard Investments, the world's third largest money manager, has now gotten into the game in a significant way.

Freedomz / ShutterstockVirtually every money manager agrees: Don't wait another moment to start thinking about your finances.

I write this just after reading an e-mail pitching an interview with a money manager about U.S. election - proofing your portfolio.

An important caveat: Don't hire only one money manager.

The world's largest money manager is stripping retailers that sell guns out of some exchange - traded funds, the latest sign that weapons sellers are facing the same scrutiny from investors as producers.

The prevailing tack for selling annuities is the same type of shifty pitch on which every Ponzi scheme is premised, top money manager Ken Fisher contends, in an interview with ThinkAdvisor.

Legg Mason Inc. reported Thursday its quarterly profit grew 51 percent, thanks to a strategy that has diversified the money manager's investment portfolio.The Baltimore - based company said it earned $ 72.2 million, or 61 cents per share, in the three months...

Money manager United Income...

Money manager United Income analyzed data from sources, including the Federal Reserve Board, the U.S. Bureau of Labor Statistics, the Census Bureau, the Internal Revenue Service, and the Centers for Disease Control, to examine the changing the lives of American retirees.

-- Theodore R. Aronson, Founder of Aronson Johnson Ortiz, Institutional Money Manager

The money manager trades the account as indicated on the WealthGuard ™ agreement.

Star money manager and Investment Advisor October cover subject Jeff Gundlach received good news Thursday night, as authorities announced the recovery of his prized artwork.

I know of a money manager who starts and ends his day on the Internet, gauging the performance of his stock fund against four industry - set benchmarks.

Legg Mason Inc. reported Thursday its quarterly profit grew 51 percent, thanks to a strategy that has diversified the money manager's investment portfolio.

Talk to any professional money manager and they will warn you that picking market tops and calling bottoms is very risky and should only be attempted by fortune - tellers.

The prevailing tack for selling annuities is the same type of shifty pitch on which every Ponzi scheme is premised, according to top money manager Ken Fisher.

As a money manager, I want / try to convey this to my clients ALL THE TIME; that is, focusing on market cycle returns and not annual returns.

«The real potential is in the valuation uplift that may come from more investors being able to buy KKR stock and analyze it like a traditional money manager.

We believe that you should choose a money manager with the same care you choose your best friend.

Whole Foods has been under pressure from activist investor Jana Partners and money manager Neuberger Berman, which have called on Whole Foods to sell itself.

Go try to find an interview with virtually any sell - side analyst or money manager either in print or on financial television from this past February.

Instead, some investors, like Patrick Horan, a money manager at Agilith Capital in Toronto, see the marriage of Tim Hortons and Burger King as a classic case of financial engineering, and worry about the outcome for the donut chain.

This bank is obviously collapsing and any money manager who holds onto this stock for clients is in serious breach of fiduciary duty.

Led by chief investment officer Jonathan Horton, NWQ is a specialist money manager that invests across a range of hedge funds operated by other groups.

The article below references a comment made by a money manager about the housing market «overheating.»

Michael is a well - known money manager and a fantastic market commentator, and over the past few years has been a wonderful guest and one of our favorite interviews here on the Money Metals Podcast and we always enjoy getting his Austrian economist viewpoint.

As an independent money manager, we understand the value of that independence in a partner and so we will monitor the integration closely to ensure the partnership continues to meet or exceed our expectations.

Some people are in search of the perfect money financial advisor, money manager or market timer.

The Baltimore money manager posted a profit of $ 287.7 million and earnings per share of $ 1.06, three cents above analyst expectations, for the October - to - December period.

«It's definitely the longest, high profile holdout case I've ever seen,» said Edwin Gutierrez, a money manager at Aberdeen Asset Management.

Veteran money manager, Mike Holland, tells us how he thinks this pullback compares to others in history.

A Wall Street Journal op - ed in July 2017 by Josh Sandbulte, a money manager who closely watches the shipping industry, also suggested the Postal Service is probably effectively subsidizing Amazon and other online retailers.

«Millennials are accustomed to having abundant information at hand,» said Jake Northrup, a millennial and money manager at Ballentine Partners in Waltham, Mass. «Rather than trying to tell them what to do, it's more effective to help them understand the pros and cons of their various choices and work with them to collectively make an informed decision.»

In a wide - ranging keynote address to investors, famed money manager Bob Rodriguez warned that the U.S. has a narrow window ahead to escape the kind of sovereign debt crisis that Europe is now experiencing.

«My worst fear is that fiscal gridlock continues, coupled with the policies of this activist Fed chairman,» legendary money manager Bob Rodriguez, managing partner and CEO of First Pacific Advisors, LLC, also known as FPA, added on Thursday.

Neuberger Berman, a money manager, and Jana Partners, a hedge fund, have pressed for change at Whole Foods.

By design, I limited free consultations to people who were interested in investing $ 500,000 or more with me and the money manager.

Rodriguez, a rare money manager who has outperformed in both equity and fixed - income spaces, has in recent years developed a reputation for issuing stark warnings about the direction of the economy.

«Money manager» capitalism aims to financialize Social Security and Medicare along similar lines, sending a new tsunami of public funds into the stock market to produce capital gains.

[13] «Capitalism in the United States is now in a new stage, money manager capitalism, in which the proximate owners of a vast proportion of financial instruments are mutual and pension funds.

Yodlee Money Manager really fills in for me where Mint is lacking.

If you are working with a financial planner, the IPS will also dictate how that money manager invests your money on your behalf.

In January 2010, the money manager begins a one - year sabbatical; he plans to return to FPA in a supporting role.

«The Fed's in data - dependent mode, and so markets should take their cue from the numbers,» said Mark Dowding, a money manager in London at BlueBay Asset Management LLP, which manages $ 60 billion.

If anything, with a professional money manager you would get similar or weaker returns but pay much more in management fees.

Eight months ago, in a February interview with AdvisorOne, legendary money manager Robert Rodriguez, CEO of First Pacific Advisors, warned that if Congress failed to seriously address the country's fiscal issues within seven months, financial markets would be hit hard.