Carson Wealth

MARCH 27, 2023

This is the ninth straight rate increase and brings rates to their highest level since 2007. A diversified portfolio does not assure a profit or protect against loss in a declining market. 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

NOVEMBER 13, 2023

It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01979041_111323_C The post Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024 appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Startup 96

Random Roger's Retirement Planning

APRIL 8, 2023

Years ago, maybe 2007, I said no to being a partner at my firm. 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. The work episode helped me better understand how much value I place on simplicity. The reasoning was very simple.

Insurance 98

Insurance Compliance Engineering Planning 98

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

MAY 9, 2023

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. So we have our MAS team, our Multi-Asset Solutions team, who are really providing more of the overall portfolio advice. Capital rules were changing.

Assets 293

Assets Clients Investing Investments 293

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investing 52

Investing Investments Ethics Taxes 52

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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Manufacturing 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. This is the summer of 2007.

Management 130

Management Investing Investments Government 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? Individual investors, for the most part, have not yet determined that real estate is something they want to need to leave as core to their portfolio in and out of cycles. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Right.

Assets 157

Assets Investing Investments Portfolio 157

Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. A diversified portfolio does not assure a profit or protect against loss in a declining market. The mildest decline was in 2000, when starts declined “only” 17%.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

SEPTEMBER 3, 2024

Yes, stocks hit new highs right before COVID and in early 2007, but the great majority of the other times over the past generation new highs have meant an economy that was growing, not an economy in a recession. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 142

Marketing Marketing Taxes Economy 142