Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. We believe the first interest rate cut may come in May, unless inflation data over the next six weeks surprises to the downside or we get terrible payroll numbers. Aggregate Index in 2024.

Marketing 97

Marketing Marketing Economy Portfolio 97

Brown Advisory

DECEMBER 2, 2015

Set hard numbers. Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. Circular 230 Compliance Statement: Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters. In compliance with those regulations, we must inform you that 1.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

The Big Picture

SEPTEMBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And from a public market, that sounds like it’s a compliance and conflict nightmare. In the later stage markets, you know, there’s a headline number.

Valuation 299

Valuation Investments Investing Food 299

Tucker Advisors

NOVEMBER 11, 2021

Click here to Download. It’s great to have a large follower account but if nobody is interacting with your tweets, you will not reach the number of people you want. . As a general rule of thumb, we would not suggest sharing content that requires compliance approval. Free Guide: High Profile Use of Annuities.

Financial Advisor 52

Financial Advisor Accounting Financial Advice Media 52

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We have looked at a number of potential opportunities especially in those providing services to the sector or intellectual property but nothing yet has passed all our tests.

Investments 52

Investments Investing Valuation Clients 52

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. Of course, it’s one thing to get strong numbers, but it’s even better when the data are strong for the right reasons. If you listen to the doomsayers, it seems the economy is hanging on the edge of a precipice.

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. WEAVER: In the very early days, it was a number of individuals because no institution was going to back — RITHOLTZ: Right. The track record has to be attractive. WEAVER: Exactly.

Consulting 293

Consulting Numbers Management Investments 293

The Big Picture

OCTOBER 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. To a number of people. That’s like not cool.

Economy 157

Economy Education Insurance Economics 157

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He co-chairs a number of the asset management investment committees. So we really had to work through that over a number of years. What can I say about Julian Salisbury?

Assets 293

Assets Clients Investments Investing 293

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I mean, I don’t know if you remember this, but the mobile trading applications we built at at Schwab were on phones that had numbers. Natalie Wolfson is CEO of Orion. That’s right.

Clients 144

Clients Portfolio Financial Advisor Investments 144

Sara Grillo

APRIL 11, 2022

He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets. I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

FEBRUARY 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. And we have a great team in Asia and Europe.

Economy 144

Economy Numbers Marketing Marketing 144

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So that’s, that’s number one. Because the claims numbers were better. You have to get compliance. So your probability of being correct Okay. Is low, right?

Valuation 157

Valuation Clients Investing Investments 157

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was employee number 10. BERRUGA: I mean, cybersecurity is one of our highest conviction themes right now, for a number of reasons, Barry. RITHOLTZ: And where are we now?

Clients 157

Clients Investments Investing Management 157

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So any compliance people listening, I’m just spitballing here. The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. That’s Barry saying it.

Assets 167

Assets Management Portfolio Taxes 167

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. What do they say?

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 15, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. Less, 20, 30%? RITHOLTZ: Sure.

Management 130

Management Investments Investing Government 130

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. And technology on. It makes them better. billion in assets.

Clients 157

Clients Management Engineering Investing 157

Indigo Marketing Agency

APRIL 23, 2020

But check with your compliance department to make sure that you can use that. It allows people to schedule online to pick a day that they would like to have a phone call, to click, to schedule, to get reminders, and you get an email saying so and so has scheduled a call with you, and you get reminder to call their number at the time.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. RITHOLTZ: There’s safety in numbers.

Assets 280

Assets Investing Investments Management 280

The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg. RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Assets 157

Assets Investments Investing Portfolio 157

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. So, I learned a lot from these ladies.

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You sit on the board of directors on a number of portfolio companies. The transcript from this week’s, MiB: David Layton, CEO of Partners Group , is below. LAYTON: Yup.

Clients 144

Clients Investments Investing Assets 144

The Big Picture

JUNE 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So literally number two at the firm? BORISH: But, well, you couldn’t download it and you had to check it. ” and that’s how I started out at Tudor.

Math 144

Math Risk Management Marketing Marketing 144

The Big Picture

MARCH 21, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You can use this in a number of ways. And that’s a pretty good number. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason.

Valuation 167

Valuation Investing Investments Numbers 167

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number. Rule number nine from Bob Farrell. There’s no, right, exactly.

Numbers 144

Numbers Management Banking Marketing 144

The Big Picture

JUNE 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And effectively I did. That’s right.

Math 144

Math Engineering Marketing Marketing 144

The Big Picture

MAY 16, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. I go, maybe.

Media 284

Media Investing Investments Valuation 284