Carson Wealth

MAY 22, 2023

Brokers’ commissions, accounting for just over 20% of residential investment, experienced a 28% decrease due to a significant drop in sales activity. Home improvements also fell, primarily because many households had already completed their projects during the 2020-2021 pandemic period.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

JANUARY 1, 2023

net of fees return in 2021, 20.2% We wrote about them last year in the 2021 Annual review (link here) and continue to see exceptional long-term value in both. B3 – Brazil, Bolsa, Balcano 12 We invested in B3 during 2021 after it had fallen approximately -50% in the first half of the year. The Strategy generated a 17.0%

Investments 52

Investments Investing Valuation Clients 52

Inside Information

OCTOBER 30, 2021

Rostad as the recipient of the 2021 Fiduciary of the Year. The Committee’s leadership asked me to read this announcement as I handed off the award: The Committee for the Fiduciary Standard is pleased to announce Knut A.

CFP 40

CFP Commission Investments Investing 40

Tucker Advisors

AUGUST 9, 2021

According to the Department of Labor’s (DOL) website, the identification of a fiduciary follows ERISA standards and the five-part DOL test, based on the assumption that anyone who offers investment advice for a fee, commission or other compensation, will be regarded as a fiduciary. Download Your Free Referral Marketing Guide.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

The Big Picture

JUNE 27, 2023

Not only did he serve on the Brady Commission looking at the ’87 crash, but his history of investing and trading and public service, both at the Fed and the Chicago Board of Trade and Treasury Department, really unparalleled, as well as just a pretty amazing track record as an investor and trader. What did you find?

Math 147

Math Risk Management Marketing Marketing 147

Sara Grillo

JUNE 12, 2023

2021, February). Just a reminder that nothing in this podcast can be interpreted as a product, insurance or investment recommendation of any sort, nothing in this podcast can be interpreted as the legal or compliance advice, or any recommendations specific to your or your client’s personal situations. Thanks for reading.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. RITHOLTZ: They really don’t, and I’m genuinely shocked that when I look at some prices, I’m like, “Hey, that was the right price in December 2021.” RITHOLTZ: It was great. MILLER: Of course.

Sales 130

Sales Numbers Marketing Marketing 130

Mr. Money Mustache

JANUARY 16, 2025

This strategy is not for everyone, and its not even the optimum financial one for me – I would have been better off taking out the biggest mortgage I could get at 3% back in the sweet borrowing times of 2021, and putting all that principal to work in stock index funds where it would have almost doubled since then. More details here.

Retirement 88

Retirement Medical Insurance Budgeting 88