Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. March is well-known for major market lows and volatility.

Banking 52

Banking Marketing Marketing Startup 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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Manufacturing 52

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The limited diversification from such an approach may pose risks.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The limited diversification from such an approach may pose risks.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades.

Management 130

Management Investing Investments Government 130

Carson Wealth

MARCH 10, 2025

Then who could ever forget the Great Financial Crisis ,which bottomed on March 9, 2009 after a down 56% generational bear market? to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019).

Marketing 75

Marketing Marketing Economy Government 75

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. 2009, 10 in that role. You have to get compliance. Do you want to be in this business? You know, do, do you wanna, because it, it’s constant as you know.

Valuation 163

Valuation Clients Investing Investments 163

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. And then he left in 2009. MILLER: That they’re going to move their location.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. 2009, January 20.) The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Investment Adviser Public Disclosure.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

JUNE 3, 2024

In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services).

Marketing 92

Marketing Marketing Financial Services Distribution 92