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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. Data from 12/31/2022 12/31/2024. This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 Pay attention to valuations. Today’s U.S.

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Weekly Market Insight – October 31, 2022

Cornerstone Financial Advisory

Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022. The Wall Street Journal, October 28, 2022.

Marketing 105
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Weekly Market Insight – August 1, 2022

Cornerstone Financial Advisory

Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. The Wall Street Journal, July 29, 2022. CNBC, July 28, 2022.

Marketing 104
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Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. What a hoot. What About Tesla?

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Weekly Market Insight – September 5, 2022

Cornerstone Financial Advisory

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 2, 2022.

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Weekly Market Insight – August 22, 2022

Cornerstone Financial Advisory

Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. PANW), Zoom Video Communications, Inc. (ZM). Source: Zacks, August 19, 2022 Companies mentioned are for informational purposes only. The Wall Street Journal, August 19, 2022. The Wall Street Journal, August 19, 2022.