Remove 2012 Remove Compliance Remove Portfolio
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

The last two highlight the challenges of keeping up with changing markets and technology, as GM declared bankruptcy in 2009 and Kodak in 2012. There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. Compliance Case # 7521978.1._011325_C

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Seven ways to talk your financial execs out of jargon and bad writing

Investment Writing

For example, “A number of good things happened last year, but let’s first get the bad news out of the way,” he says on page 3 of his 2012 shareholder letter (PDF). He admits that the firm’s 2012 gains were “subpar.” Next, consider ways to satisfy the compliance department’s concerns.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

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
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Market Commentary: Strong Starts to the Year Are Usually Bullish for Stocks

Carson Wealth

Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% A diversified portfolio does not assure a profit or protect against loss in a declining market. and 1.3%, respectively. Returns weren’t really about the elections, but it’s worth keeping in mind.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency. The results were discouraging.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

Investors who never contemplated the concept of “municipal bankruptcy” previously would later be forced to add the term into their vernacular, spurred by bankruptcies of Jefferson County, Alabama in 2011; Stockton and San Bernardino, California in 2012; and Detroit in 2013. Investors cannot aff ord complacency. The results were discouraging.

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). A diversified portfolio does not assure a profit or protect against loss in a declining market. If a 10% first quarter is rare, back-to-back double-digit quarters are even more so. on average.