Carson Wealth

MAY 20, 2024

That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Rents of primary residences rose at an annualized pace of 4.3%

Numbers 96

Numbers Marketing Marketing Insurance 96

Carson Wealth

MARCH 11, 2024

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. A diversified portfolio does not assure a profit or protect against loss in a declining market. In fact, the S&P 500 is up more than 900% on a total return basis the past 15 years.

Marketing 96

Marketing Marketing Economy Retirement 96

Carson Wealth

MARCH 4, 2024

across 2018-2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02140331_030424_C The post Market Commentary: Bulls Smile at January and February Market Gains appeared first on Carson Wealth. For perspective, it was running at 2.6%

Marketing 88

Marketing Marketing Economy Compliance 88

Harness Wealth

NOVEMBER 12, 2024

Note that gifting private company stock may require a professional appraisal to establish fair market value and ensure compliance with IRS regulations. If you are already using asset location, the end of the year can be a good time to check in on your portfolio allocation to determine if rebalancing is needed. million ($27.22

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. Initially I joined to help them manage their equity portfolio. So any compliance people listening, I’m just spitballing here.

Assets 173

Assets Management Portfolio Marketing 173

Carson Wealth

JULY 17, 2023

That’s still higher than the 2018-2019 average of about 3-3.5%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01835925 The post Market Commentary: The Bulls Are Still in Charge appeared first on Carson Wealth.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 6, 2023

In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. A diversified portfolio does not assure a profit or protect against loss in a declining market. And if economic growth is at risk, the Fed could act even more aggressively.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

DECEMBER 18, 2023

31, 2018, through Dec. 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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Economy Investing 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

The Better Letter

MARCH 18, 2025

Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. 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

MAY 15, 2023

However, as the chart below shows, that’s still higher than 2018-2019 when monthly increases averaged about 0.3%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01764264 The post Market Commentary: Hanging Tough appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Food Economy 52

Trade Brains

MAY 6, 2023

It touched an all-time high of 600 Rs in January 2018. To start with, on January 25th, 2018, Vakrangee bought an Rs, 112 crore stake in PC jewellers. To make matters worse in just 5 days after the deal on 30th January 2018 Vakrangee sold off its stake in PC jewellers. in 2018 from 22.5% Happy Investing!

Banking 52

Banking License Government Investing 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Numbers may not total due to rounding.

Investments 52

Investments Investing Portfolio Accounting 52

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. As a result, several bearish analysts are changing their tunes.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

SEPTEMBER 9, 2024

Also, initial claims for unemployment benefits, which is one of the better leading economic indicators out there (if you had to pick one) still shows layoffs remain low, in line with what we saw in 2023 amid a strong labor market and even 2018-20019.

Marketing 65

Marketing Marketing Economy Economics 65

Carson Wealth

APRIL 10, 2023

In addition, the BLS revised all unemployment benefit claims data going back to 2018. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01725733 The post Market Commentary: Cautiously Optimistic on Markets appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 14, 2023

between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01867067_081423_C The post Market Commentary: Down for Two Consecutive Weeks appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Food Compliance 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest.

Certification 52

Certification Investing Investments Transportation 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest.

Certification 52

Certification Investing Investments Transportation 52

Carson Wealth

JULY 5, 2023

The recent uptrend stands in sharp contrast to 2018-2019 when aircraft orders were declining amid Boeing’s 737-Max woes. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01823163 The post Market Commentary: The Summer Rally Has Legs appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

AUGUST 28, 2023

The WSJ reports that about one-fifth of apartments in urban China (about 130 million units) were estimated to be unoccupied in 2018, when the latest data was available. A diversified portfolio does not assure a profit or protect against loss in a declining market. Overbuilding is present on the residential side as well.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

SEPTEMBER 10, 2024

A term that we sort of invented in 2018, which I regret now. So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it.

Valuation 162

Valuation Clients Investing Investments 162

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JANUARY 1, 2023

We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. We invested in five new companies during the year which was the most since 2018. This is a potential growth opportunity as some clients would happily borrow using their investment portfolios as security.

Investments 52

Investments Investing Valuation Clients 52

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

CFP 40

CFP Commission Investments Investing 40

Sara Grillo

MAY 23, 2022

So I learned certainly how to manage investments and run the portfolios and move money around, but more importantly, I embraced the the true value of conversation and the collaborative education that comes with doing real financial planning. It really spiked in 2018-2019. I’m freaking out. CODY GARRETT, CFP®: The advice.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

MAY 8, 2023

Sara G About Bobby Samuelson Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. I hope you’ll at least join my weekly newsletter about financial advisor lead generation. See you in the next one! Excuse exactly. SARA GRILLO: But that is a total return… Not a price return.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So you retire in 2018. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go.

Assets 285

Assets Investing Investments Management 285

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

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 147

Clients Investments Investing Assets 147

Carson Wealth

MARCH 24, 2025

At the same time, hiring is clearly weak, with the hire rate running close to 2013 levelsby no means terrible, but much lower than it was in 2018-2019 or even 2022-2024. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 91

Marketing Marketing Economy Economics 91

Sara Grillo

SEPTEMBER 12, 2022

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

JANUARY 27, 2025

And gold was also a better diversifier than either during the Great Financial Crisis and in 2018. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 7569585.1._012725_C

Marketing 70

Marketing Marketing Compliance Economy 70

Carson Wealth

DECEMBER 16, 2024

Only once has December been the worst month of the year for the S&P 500 (2018). y/y versus the 2018-2019 average of 3.7%. y/y versus the 2018-2019 average of 3.3%. A diversified portfolio does not assure a profit or protect against loss in a declining market. OER is up 4.9%

Marketing 52

Marketing Marketing Insurance Food 52

The Big Picture

MAY 21, 2024

Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. So, so basically this model is just a simple straight average of all the Wall Street strategists recommended allocations to stocks in a balanced portfolio. This, right?

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

JANUARY 21, 2025

y/y versus the 2018-2019 average of 3.6%. y/y versus the 2018-2019 average of 3.2%. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 7549095.1._012125_C On a year-over-year basis these are still elevated: Rents are up 4.3% OER is up 4.8% and OER is up 3.8%.

Marketing 68

Marketing Marketing Insurance Economy 68