Carson Wealth

MARCH 11, 2024

Definitional issues around labor force participation (how the unemployment rate is calculated) and demographics (an aging society, with more people retiring every day) is why I prefer the prime-age (25-54 years) employment-population ratio. For 16–19-year-olds, the unemployment rate rose from 10.6%

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

JULY 8, 2024

The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02311458_070824_C The post Market Commentary: Best Calendar Month Over the Last 20 Years Holding True appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MAY 6, 2024

As mentioned previously, the prime-age (25-54 years) employment-population ratio gets around definitional issues that crop up with the unemployment rate (a person is counted as being unemployed only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 97

Marketing Marketing Economy Numbers 97

Inside Information

APRIL 26, 2024

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. The fear-mongering definitely benefits the acquiring firms and especially the M&A firms. Examples abound. We hear about ‘professionally-managed’ firms.

Fee Only 40

Fee Only Professional Services Clients Management 40

Carson Wealth

JUNE 12, 2023

At Carson, we aren’t crazy about this definition of a bull market. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. Compliance Case # 01795338 The post Market Commentary: A New Bull Market is Here appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

MARCH 25, 2024

We like this definition from Forbes: A stock market bubble — also known as an asset bubble or a speculative bubble — is when prices for a stock or an asset rise exponentially over a period of time, well in excess of its intrinsic value. And sure enough, both Apple and Tesla have drastically underperformed lately. But a bubble overall?

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

SEPTEMBER 9, 2024

We like to look at the “prime-age” (25-54 years) employment-population ratio, since it gets around definitional issues that crop up with the unemployment rate (someone is counted as being “unemployed” only if they’re “actively looking for a job”) or demographics (an aging population with more people retiring and leaving the labor force every day).

Marketing 72

Marketing Marketing Economy Economics 72

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. ” Huh? Moreover, the titling of this list is wrong IMO.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” I hope you’ll at least join my weekly newsletter about financial advisor lead generation. I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.)

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

NOVEMBER 14, 2023

There are a few people in the world who are more knowledgeable about the management of asset managers and what it’s like to actually run a global organization and interact with lots of aspects of the business of finance, whether that’s acquisitions or compliance, or dealing with all the legalities of multi-jurisdictional regulations.

Math 130

Math Management Insurance Assets 130

Brown Advisory

AUGUST 14, 2023

Please see the end of this letter for a GIPS Report, important disclosures and a complete list of terms and definitions. Please see the end of this letter for a GIPS Report, important disclosures and a complete list of terms and definitions. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investments 52

Investments Investing Portfolio Accounting 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And I know there may not be any definitive answer. I mean, if you think about the public markets in the ‘80s, right, you had stockbrokers that were driving Ferraris, right? What’s your theory here?

Investing 147

Investing Investments Clients Assets 147

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. the experience of investors is asset weighted by definition. SEIDES: So keep in mind the only definitive information about the bet was in Carol’s two page piece. And at the time, I was managing Protege Partners as a hedge fund of funds. It is with Millennium.

Management 130

Management Investing Investments Government 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. But I was definitely informed by my father’s study groups, you know, I knew his network of friends and colleagues. RITHOLTZ: Right. HAMBURGER: I think many still do, right?

Compliance 162

Compliance Clients Wealth Management Management 162

Carson Wealth

MARCH 10, 2025

Even the prime-age (25-54) employment-population ratio, which corrects for an aging population and definitional issues around who is unemployed, pulled back from 80.7% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 80

Marketing Marketing Economy Government 80

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Let’s round it up to 145 as much as my compliance people hate when I do that. Definitely. billion in assets. GREW: Uh-oh. RITHOLTZ: Stop.

Clients 162

Clients Management Engineering Investing 162

Carson Wealth

FEBRUARY 5, 2024

It gets around issues like an aging society and definitions of unemployment, which only counts people who are actively looking for work. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

SEPTEMBER 10, 2024

I was a, I’m a rural guy, kind of grew up in a, you know, farm town in Illinois and in Texas, which is in Dallas, but not really a farm town, but it, you know, more rural, definitely more Midwestern southern even. But, but definitely fiscal and monetary policy. And that’s definitely not priced.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. 00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. That’s right.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

SEPTEMBER 5, 2023

And high-end markets in the county surrounding New York definitely did better, and people moved farther. And you definitely have some industries or some companies that want five days a week right now. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services.

Sales 130

Sales Numbers Marketing Marketing 130

Carson Wealth

APRIL 7, 2025

As for April so far, markets have definitively passed their judgment on tariffs. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Investments Investing 95

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. So, so you’re, you’re definitely channeling a little Farrell. 01:09:14 [Speaker Changed] Oh, rich, definitely. That’s right. Rule number nine from Bob Farrell.

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

APRIL 22, 2024

-made goods and services than Americans buy from other countries, and that increases business revenues and profits. By definition, this accounting identity has to be true. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Government 96

The Big Picture

MAY 16, 2023

RITHOLTZ: Definitely, right. 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. RITHOLTZ: Right. LINDZON: So that was the mistake. RITHOLTZ: Right. So we like to win.

Media 290

Media Investing Investments Valuation 290

Carson Wealth

FEBRUARY 10, 2025

Its hard to answer this question in a definitive way, because there are so many things intertwined with tariffs, including retaliatory measures, currency changes, demand shifts, and supply dynamics. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 69

Marketing Marketing Taxes Economy 69

Carson Wealth

JULY 22, 2024

It has most definitely been frustrating, but we remain overweight these areas and expect the outperformance to continue the remainder of this year. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Manufacturing 97

Manufacturing Marketing Marketing Economy 97