The Big Picture

MAY 9, 2023

And then in a fit of madness, I guess, at the end of 2006, the credit markets were pretty uninteresting. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. There wasn’t a lot to do.

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The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Assets 173

Assets Management Portfolio Marketing 173

Carson Wealth

OCTOBER 7, 2024

in 2006, and 7.8% A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02444496_100724_C The post Market Commentary: Stocks in the Middle of Some Amazing Streaks While Job Growth Perks Up appeared first on Carson Wealth. In fact, consumer credit is up only 1.6%

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Random Roger's Retirement Planning

APRIL 8, 2023

Before starting to write today's post, I read the others and it was interesting to see writing about the same ideas all the way back to 2006 when I was 40. My blogging evolved a lot over the last 12 months into a lot more of what I would call portfolio theory with the capital efficiency and return stacking stuff.

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The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. Rumor had it that this was part of a quiet agreement between regulators and internal compliance officials, who were understandably concerned about what had gone on.

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Numbers Marketing Marketing Medicine 75

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

Carson Wealth

AUGUST 28, 2023

Currently, it is below 2% of GDP, which is the lowest it has been since 2006. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01883303_082823_C The post Market Commentary: Volatility Is the Toll We Pay appeared first on Carson Wealth. via these countries.

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Marketing Marketing Economy Economics 52