Carson Wealth

JULY 29, 2024

It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. A diversified portfolio does not assure a profit or protect against loss in a declining market. This was well above expectations of a 2.0%

Marketing 96

Marketing Marketing Economy Transportation 96

Carson Wealth

SEPTEMBER 11, 2023

That has helped the economy stay resilient and, in fact, grow faster over the past year than it did on average between 2010 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Who Holds U.S. Government Debt? government has about $32 trillion in outstanding debt.

Marketing 92

Marketing Marketing Government Economy 92

Carson Wealth

NOVEMBER 13, 2023

annual pace, which is faster than the 2010-2019 pace of 1.2%. 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. Quarterly productivity data can be quite noisy, so it helps to broaden the horizon.

Marketing 96

Marketing Marketing Economy Startup 96

Investment Writing

NOVEMBER 20, 2024

For example, its 2010 full-service investor survey spurred J.D. ” Though a securities analyst and a portfolio manager might want to dig into the annual report for more details, these sentences give them a quick idea of what to seek. Next, consider ways to satisfy the compliance department’s concerns.

Compliance 52

Compliance Communication Assets Investments 52

Carson Wealth

JANUARY 8, 2024

In fact, the average annual number of jobs gained from 2010-2019 was 2.2 A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02059807_010824_C The post Market Commentary: Slow Start For Stocks Despite Solid Job Gains appeared first on Carson Wealth. million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. We have a separate vehicle called the Opportunity Fund, where we sometimes write bigger checks into late-stage rounds in some of our portfolio companies, but not always. And we told all of our portfolio companies to raise money.

Valuation 305

Valuation Investments Investing Engineering 305

Carson Wealth

MAY 13, 2024

The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. We were able to capture this in real time using our LEI. This was after many bears had turned bullish.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

DECEMBER 18, 2023

3% in 2023 after adjusting for inflation, which would be above the 2010-2019 trend. That is why we seek to control risk in our portfolios. While we are overweight stocks versus bonds, we think core bonds will increasingly return to their traditional role as a portfolio diversifier. The economy appears poised to grow around 2.5-3%

Marketing 95

Marketing Marketing Economy Investing 95

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

JANUARY 22, 2024

While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. The average yield from 2010-2021 was just 2.34%. That question is just as relevant for 2024, and we believe the answer is yes. 16 was 4.65%.

Marketing 97

Marketing Marketing Economy Portfolio 97

The Better Letter

MARCH 18, 2025

During the 2010 World Cup, Paul the Octopus picked the correct winner of eight-straight matches, including the final (his odds of doing so were one in 256 ). 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.

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

SEPTEMBER 30, 2024

over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. A diversified portfolio does not assure a profit or protect against loss in a declining market. The economy grew at an annualized pace of 2.4%

Marketing 95

Marketing Marketing Manufacturing Economics 95

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 162

Clients Investments Investing Management 162

Trade Brains

FEBRUARY 28, 2024

The Company has been investing in the creation of a responsible AI that emphasizes responsibility, security, and compliance. This was followed by a cross-messaging platform Pinch, which it built in 2010. The Company began by launching a mobile media platform that provided browser-type functions over SMS.

Engineering 100

Engineering Government B2B Clients 100

Carson Wealth

MARCH 25, 2024

in 2023 (inflation-adjusted), well above the 2010-2019 trend of 2.4%. The labor market has been the backbone of the economy, with rising employment and strong wage growth coupled with easing inflation boosting consumption. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Manufacturing 96

Trade Brains

OCTOBER 4, 2024

Garuda Construction and Engineering IPO – About the Company Garuda Construction and Engineering Limited, founded in 2010, has its headquarters in Mumbai, Maharashtra, India. While this indicates a strong intra-group reliance, the company is actively diversifying its portfolio. Let’s dive in!

Engineering 52

Engineering Management Portfolio Marketing 52

Carson Wealth

JUNE 5, 2023

During the last expansion, 2010-2019, average annual payroll growth was 2.2 A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01787581 The post Breakout Confirmed appeared first on Carson Wealth. That is a strong indicator for how the economy is doing.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

MAY 22, 2023

Declining Housing Activity Has Foreshadowed Past Recessions Between 1980 and 2010, the U.S. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01772498 The post Market Commentary: Stocks Keep Chugging Along appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

MAY 1, 2023

The average over the last decade (2010 – 2019) was 2.3%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01749933 The post Market Commentary: Market Rally to Close April, But Be Wary of “Sell in May” appeared first on Carson Wealth. in the first quarter.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

JUNE 26, 2023

Between 1980 and 2010, there were five recessions, and each was preceded by a huge decline in single-family housing starts. A diversified portfolio does not assure a profit or protect against loss in a declining market. Amid decreasing demand, builders reduced their involvement in new construction projects.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 28, 2023

per year between 2010 and 2019. 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. In inflation-adjusted terms, the Chinese economy grew an average of 7.7%

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

“It comes down to the client’s needs, what the strategy is going to provide for the client, and then we look at how we can efficiently affect how those costs hit that client in their portfolio.” – Charles King. As a CFA (Chartered Financial Analyst), he is proficient in creating and managing portfolios.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. Let me say what your compliance wouldn’t allow you to say.

Management 130

Management Investments Investing Government 130

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. RITHOLTZ: So I’m glad you mentioned that because before we get to 2010 when you moved to Blackstone, let’s talk about a tough environment. 2008 through 2010 was a particularly tough and very formative experience. That’s really an astonishing return. RITHOLTZ: Right.

Assets 162

Assets Investing Investments Portfolio 162

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. For advise on such matters, contact a legal or compliance advisor.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JUNE 27, 2023

By the time you got to ’87, right, the futures were five years old, people thought there was going to be portfolio insurance, that there was going to be this massive, always liquidity that you could stay longer stocks and that you could sell futures against it. RITHOLTZ: Or the flash crash in 2010 and 2011.

Math 147

Math Risk Management Marketing Marketing 147

Carson Wealth

FEBRUARY 24, 2025

As I pointed out above, households were in a big deleveraging cycle during the 2010-2019 period, as they looked to shore up balance sheets. This is probably the chart that best illustrates the post-Financial Crisis deleveraging cycle of 2010-2019. Thats up from 0.52% a year ago, and currently higher than pre-pandemic levels.

Marketing 81

Marketing Marketing Economy Planning 81

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. So we, full disclosure, we used to own the way back in 09, 10, 11, 12, or so the double line mortgage backed portfolio. Signs him, right?] Yeah, yeah.

Math 147

Math Marketing Marketing Engineering 147

Carson Wealth

APRIL 22, 2024

For perspective, the 2010-2019 average pace was 2.4%. The chart below shows an attribution of corporate profit growth over several sub-periods since 2010. 2010 – 2015: Business investment and dividends drove profit growth, overcoming the drag from reduced government spending. That is above 3.5% public and private.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 10, 2025

However, the deficit started to shrink after 2010, falling to about 0.5% Our overall takeaway is to make some adjustments to portfolio positioning to help mitigate risk from tariffs, but to maintain our equity overweight. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 62

Marketing Marketing Taxes Economy 62

Carson Wealth

JULY 22, 2024

This isn’t the only reason to be bullish, but once the other drivers are in place, buying things that are cheap can be a nice way to help your portfolio. You can see the surge starting in early 2023, taking production well above the 2010-2019 trend. An offshoot of this story is what we’re seeing in the electrical equipment space.

Manufacturing 96

Manufacturing Marketing Marketing Economy 96

Carson Wealth

SEPTEMBER 3, 2024

But the late 2010s was markedly different, as the primary balance remained in deficit territory, hitting -2% of GDP by the end of 2019. of GDP (something we’ve seen only in recessions prior to 2010). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 141

Marketing Marketing Taxes Economy 141