Carson Wealth

JANUARY 29, 2024

Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession. Inflation dropped to 2.6%

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

SEPTEMBER 30, 2024

One of my favorite charts is the one below, which compares Congressional Budget Office (CBO) pre-pandemic projections for growth to actual growth. annualized pace from 2005-2019). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Manufacturing Economics 96

The Big Picture

SEPTEMBER 5, 2023

MILLER: Exactly, right, so, but that’s part of it, but yeah, like the long term view, but I look at it as when, so the big problem or big challenge is New York City’s budget. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. Just revised the cover.

Sales 130

Sales Numbers Taxes Marketing 130

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

The Big Picture

APRIL 25, 2023

I thought it was, no, you guys were pretty fair so I can — HAMBURGER: So — RITHOLTZ: But that is a legitimate concern, especially for a small firm that has a modest budget for legal. And so, I joined the Coast Guard Auxiliary when I bought a boat back in 2005. HAMBURGER: Absolutely. I want to know how things work.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

JANUARY 31, 2023

I started that in 2005, after I graduated. And then something falls out of bed, and that means that they have to cut their hiring plans, adjust their CapEx budgets — RITHOLTZ: Right. And you can kind of see every nook and cranny of what goes on in the financial market space and financial services space.

Economics 147

Economics Economy Marketing Marketing 147