Carson Wealth

OCTOBER 7, 2024

Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. Compliance Case # 02444496_100724_C The post Market Commentary: Stocks in the Middle of Some Amazing Streaks While Job Growth Perks Up appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Economics 96

Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. 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).

Compliance 52

Compliance Communication Assets Investing 52

Brown Advisory

JANUARY 20, 2023

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. Some recent, high-profiles examples include: In 2013, the billionaire creator of Beanie Babies pled guilty to tax evasion and faced FBAR fines of roughly $53 million.

Accounting 52

Accounting Compliance Taxes Banking 52

Carson Wealth

MAY 1, 2023

May-October has been up nearly 5% on average since 2013, far higher than its average 1.7% Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023. For perspective on the consumption numbers from the first quarter, the pace of growth was a lot faster than the 2.3%

Marketing 52

Marketing Marketing Economy Numbers 52

Brown Advisory

JUNE 14, 2017

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.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

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.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JANUARY 4, 2016

In 2013, she applied it to the small number of privately held companies with a market value over $1 billion to denote their rarity. Uber, arguably the best known, first became a unicorn in mid-2013, about the time Ms. Lee coined the term. It’s now worth an estimated $51 billion just two years later. Rapid Growth.

Investments 52

Investments Investing Numbers Valuation 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 162

Clients Investing Investments Management 162

The Better Letter

MARCH 16, 2023

2 Nobody knows for sure what the actual numbers are, but it is estimated that as many as 100 million NCAA Tournament brackets are filled out each year. In Monte Carlo, on August 18, 2013, a Roulette ball landed on black 26 times in a row – the longest such streak ever recorded, with odds against of 136,823,184 to one.

Math 95

Math Numbers Medicine Marketing 95

Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. As we note in some of the suggestions that follow, there are a number of ways to accelerate or delay income that may make sense for you, depending on where your income sits relative to the various thresholds listed above.

Planning 52

Planning Taxes Distribution Medical 52

Sara Grillo

MARCH 13, 2023

Investors can play the spread any number of ways, but that is basically what keeps the ETF in line with its value. Also, 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. from the seller. Low-cost ETFs steal the show!

Financial Advisor 59

Financial Advisor Assets Management License 59

Brown Advisory

JANUARY 1, 2023

We have looked at a number of potential opportunities especially in those providing services to the sector or intellectual property but nothing yet has passed all our tests. We enjoy our Book Club and a number of titles we have read this year are noted throughout4. break-up) could actually release meaningful hidden value.

Investments 52

Investments Investing Valuation Clients 52

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion. That’s right.

Clients 147

Clients Portfolio Financial Advisor Investments 147

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Net IR — net of fees.

Assets 162

Assets Investing Investments Portfolio 162

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. RITHOLTZ: Compliance, legal, and risk. RITHOLTZ: Really?

Compliance 162

Compliance Clients Wealth Management Management 162

Carson Wealth

MARCH 24, 2025

Not All Corrections Become Bear Markets We found 13 official bear markets (down 20% from recent highs) going back to World War II, with many asking whether this could become number 14. Compliance Case # 7774026.1_032425_C The post Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week appeared first on Carson Wealth.

Marketing 92

Marketing Marketing Economy Economics 92

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. Nothing in this podcast or blog can be interpreted as legal or compliance advice. 2013, March). Just Say No’ to CFP Board’s New Standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

NOVEMBER 25, 2024

Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. He goes, Hey, uh, “Hey, it’s Howard. ” I do the pitch.

Media 290

Media Investments Investing Valuation 290