Sara Grillo

APRIL 11, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below).

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The Big Picture

NOVEMBER 15, 2022

And right now we throw it into the stock market and we effectively use a tokenized system, right? There’s work being done by a computer there to keep track of ledger entries and to move those ledger entries around, which is the entire stock market. It’s like the mutual fund business back in the 80s.

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ClearMoney

FEBRUARY 22, 2022

Motivated by the substantial payoff associated with successful timing, researchers over the years have examined a wide range of strategies based on analysis of earnings, dividends, interest rates, economic growth, investor sentiment, stock price patterns, and so on. 1As of January 31, the S&P 500 was down 5.17% for the year. 31, 2021.

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Sara Grillo

FEBRUARY 13, 2023

For those of you who are new to my blog/podcast, my name is Sara. This lack of fairness, transparency, objectivity and the ideology the enshrines the offering up of stock market competitiveness as a sacrificial cow of wokeness is yet another reason why ESG sucks. large-cap stocks had a 0.14% fee on average.

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Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Is this blog able to be consumed by the public… 0:34:06.9 But it’s not gonna be the stock market in 0:40:07.4 No, that’s no problem. Excuse exactly. And so 0:33:56.9

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Pension Pulse

MAY 19, 2023

In other words there is support for stocks, as many potential buyers wait in the wings for current worries to subside, says LPL’s Smith. Extremes in pessimism in the AAII data are, on average, bullish for near-term stock market returns (and extreme investor optimism tends to be bearish for the near-term outlook).

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The Big Picture

APRIL 11, 2023

And the only reason I can think for why dividends became the key way of returning cash is I went back to the history of markets. Bond markets preceded stock markets. So when stock markets were first open, to attract investors to buy stocks, they had to be disguised as bonds. You have a blog.

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The Motley Fool

JUNE 20, 2024

I'll say that when I was a teenager, like a lot of other folks, I started dabbling in stocks. I think I bought my first stock before I had any facial hair. At that time, was interested in mutual funds. I bought this company's mutual fund. It was the 20th Century Ultra Fund that's since been renamed.

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The Big Picture

JANUARY 21, 2025

Barry Ritholtz : You go from Forbes pretty much during the golden era of, of mutual funds and star managers like the eighties and nineties, that was Peak mutual fund. And subsequently, when I covered mutual funds for the journal, was the star manager profile. And it was very formulaic.

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The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

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