2019 saw the S&P register a 30% total return. In isolation, this looks like a banner year, and it sure was; however, when we take a step back and look at the market’s two-year stack the reality is far more normal. Thus is the nature of . . .
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Jason explains about himself:
I've been managing money for high net worth individuals since 2006. I'm the founder and Managing Director at RGA Investment Advisors LLC, an independent and fee-only registered investment advisor (RIA).
I'm the partner in charge of wealth management and financial planning at Rayner and Gilbert CPAs. Prior to a career in wealth management and investment advisory,
I held M&A roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, I was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC I specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations.
Prior to a career in Finance, I led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. I am a CPA who holds the PFS* designation for my expertise in Personal Finance and a CFF** for my accreditation in Financial Forensics.
I hold a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business. I lives in New York with my beautiful wife Julianna, two sons, Logan and Henry, and dog, Samantha
Notes from Michael Milken's presentation at the 2019 SALT Conference called “High-Yield Philanthropy: How Access To Capital Drives Rapid Innovation.”
See our full coverage of the 2019 SALT Conference here.
Q1... read more
A leading spokesperson for the high frequency trading (HFT) lobby encouraged regulators not to “throw the baby out with the bathwater,” while acknowledging that “we know there are issues... read more
As the cost of trading has significantly lowered, making money less sticky to particular stocks, new tools that enable buying and selling on the fly are becoming ever more... read more
As Bloomberg reports that Argentina will negotiate with the bond investor holdouts, the country carries in its pocket powerful negotiating tools.
Argentina to negotiate with the holdout group
According to a report... read more
Petri Jylha, Imperial College
Matti Suominen, Aalto University
Tuomas Tomunen, Columbia University
Betting against beta
All MBAs and Finance students learn in their basic finance courses the Capital Asset Pricing Model (CAPM), a... read more
Fannie Mae / Federal National Mortgage Association (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) are probably not long for this world, having taken a lot of the... read more
Every morning we puts out a news report with the latest news in global stock markets, company news, and global economic news.
Morning Market Update
Market Levels
US: Dow Futures:... read more
Forget millennials, centennials are now the world's most important generation, that's according to Bank of America's Thematic Investing equity strategists Sarbjit Nahal, Beijia Ma and Felix Tran.
Centennials or Gen Z (aged... read more
Miles Johnson of the FT takes strong issue with an article I didn’t write but, rather, one he thinks someone like me would write (I’m sorry if that’s hard... read more
Tencent Holdings Ltd (HKG:0700) (OTCMKTS:TCEHY) has appointed Barclays PLC (NYSE:BCS) (LON:BARC) for possible purchase of a stake in JD.Com Inc., reports The Wall Street Journal.
The operational tie-up between the Chinese social... read more
