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. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.
Dear Mr. Market
JANUARY 25, 2022
Click here for the last time we wrote about it but again… people seem to forget what they ate for breakfast so you may not remember what happened in 2018. Those are indeed the four most dangerous words in investing. Then… all hell broke loose in 2018. Are there problems to worry about?
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Trade Brains
JUNE 7, 2024
The growth in Systematic Investment Plans (SIPs) and the surge in new demat account openings are testament to the growing interest of retail investors in the equity markets. The Indian stock market has remained resilient, sustaining its strong performance despite various challenges.
Brown Advisory
MARCH 30, 2020
Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.
Brown Advisory
MARCH 30, 2020
Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. Essentially, liquidity refers to how quickly an investment can be turned into cash. Both forms of liquidity are important to keep in mind when building a long-term investment plan.
Brown Advisory
DECEMBER 4, 2017
In 2018, the annual exclusion is set to rise to $15,000 per individual and the estate tax exemption to $5.6 Continue annual gifting plans through annual exclusions, tuitions or medical expenses. The gift tax exclusion for 2017 is $14,000 per gift recipient and rises to $15,000 in 2018. million per individual ($10.98
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. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.
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