The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then I was the beneficiary of the TMT bubble bursting in 2001. So what we find, and then of course we have a multi-asset solutions business where we talk to clients about the entirety of their portfolio, their strategic asset allocation models.

Assets 299

Assets Clients Investing Investments 299

Carson Wealth

JUNE 12, 2023

It was developed a decade ago and is a key input into our asset allocation decisions. It declined ahead of the actual start of the 2001 and 2008 recessions. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Manufacturing 52

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. So it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. 00:15:02 [Speaker Changed] We, yeah, so here’s the thing.

Numbers 147

Numbers Management Banking Marketing 147