Carson Wealth

SEPTEMBER 9, 2024

or more percentage points above the lowest point of that average over the last 12 months, the economy is likely in the early months of a recession. from 2005-2007. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

MAY 22, 2023

As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. This is the ninth straight rate increase and brings rates to their highest level since 2007. Compliance Case # 01705649 The post Market Commentary: Stocks Are Quite Resilient appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

MARCH 20, 2023

Lastly, the Financial Select Sector SPDR ETF remains above the 2007 peak. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Banking 52

Banking Marketing Marketing Compliance 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. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Valuation 130

Valuation Investing Investments Assets 130

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investments 52

Investments Investing Ethics Taxes 52

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. It’s a lot more spread out than it was, and I think that says a lot about how the economy is expanding into this sort of year-round living. And I just don’t think that’s- RITHOLTZ: It’s not realistic. RITHOLTZ: Right?

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? MCCARTHY: And that’s because real estate in strong economies can generate a basically very strong alpha in weaker times or in an inflationary environment we’re in right now. RITHOLTZ: 16 percent annually, net of fee?

Assets 162

Assets Investing Investments Portfolio 162

Carson Wealth

SEPTEMBER 3, 2024

economy, only to get past those worries almost as quickly and see stocks move right back to new highs (or near new highs). A Bullish Signal for the Economy Two things to think about today. Since the Great Financial Crisis (GFC) ended 15 years ago our economy has been in a recession only 1.1% of the time. of the time.

Marketing 142

Marketing Marketing Taxes Economy 142