Carson Wealth

AUGUST 28, 2023

If there is any impact, it will be in the financial markets via headline risk, similar to 2015-2016 when China devalued its currency. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The difference is that the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

JANUARY 17, 2024

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. The Verification reports are available upon request. Dollars.

Investments 52

Investments Investing Portfolio Compliance 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investments 52

Investments Investing Portfolio Accounting 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right? SEIDES: In 2016.

Management 130

Management Investments Investing Government 130

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. MILLER: That they’re going to move their location. MILLER: Right. RITHOLTZ: Really?

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

FEBRUARY 28, 2023

And then in 2016, we were thinking a little bit more strategically about our business in the Americas, and I championed this project to open up a headquarters for the firm in Colorado and — RITHOLTZ: Away from Wall Street. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector.

Clients 147

Clients Investments Investing Assets 147

Carson Wealth

AUGUST 26, 2024

Think back to 2016 and 2020 for example. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Both years saw scary headlines and volatility ahead of elections, only to see big year-end rallies after the uncertainty of the election was over.

Marketing 95

Marketing Marketing Economy Communication 95

The Big Picture

MAY 16, 2023

So I was very heavy in financial services stock, which was a great lead gen engine. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. It’s about the 10-year stuff. So we like to win. RITHOLTZ: Yes. RITHOLTZ: I have a behavioral finance list. RITHOLTZ: Right?

Media 290

Media Investing Investments Valuation 290

Carson Wealth

JANUARY 21, 2025

Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% We also can compare market performance to 2016, which saw prospects of a similar policy shift to what we have currently. in 2016 2017, but 4.0% last week helped by some positive inflation news (more on that below). versus +6.6%

Marketing 68

Marketing Marketing Insurance Economy 68

Carson Wealth

APRIL 22, 2024

2016 – 2019: Profit growth surged thanks to rising fiscal deficits after the 2017 tax cuts, even as household savings increased. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. public and private.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020.

Marketing 95

Marketing Marketing Economy Numbers 95

Carson Wealth

OCTOBER 21, 2024

For example, from a national accounts perspective, profit growth surged over the 2016-2019 period, largely on the back of higher fiscal deficits post-TCJA. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 95

Marketing Marketing Taxes Economy 95

Carson Wealth

SEPTEMBER 3, 2024

In fact, this is something we saw as recently as 2016-2019, when profit growth surged on the back of higher fiscal deficits (due to the 2017 tax cuts). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 141

Marketing Marketing Taxes Economy 141