Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MAY 9, 2023

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. So you’re Chief Investment officer of Asset and Wealth Management. So we start with a strategic asset allocation.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

NOVEMBER 25, 2024

You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. And there was one conversation very early in my career, this was actually 2007, where I was interviewing with an asset manager and I pre-meeting, asked them what they thought of the market.

Portfolio 147

Portfolio Management Marketing Marketing 147