Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Carson Wealth

SEPTEMBER 16, 2024

Ironically, despite more uncertainty now about how the Fed will start this rate cut cycle, markets have responded well to the possibility of the Fed going big, the S&P 500 rising strongly since Timiraos’s article was released and the Russell 2000 Index of small cap stocks up even more strongly.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. A diversified portfolio does not assure a profit or protect against loss in a declining market. They are perfectly normal. In general, these records have not been warning signs.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

AUGUST 19, 2024

And finally small cap stocks caught a bid, the Russell 2000 Index of small cap stocks climbing 2.5% A diversified portfolio does not assure a profit or protect against loss in a declining market. according to CME calculations. Also, after three days of declines, the 10-year Treasury yield popped from 3.82% to 3.92%.

Retail 96

Retail Marketing Marketing Sales 96

The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

Valuation 130

Valuation Investing Investments Assets 130

International College of Financial Planning

JUNE 14, 2023

It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

Carson Wealth

DECEMBER 18, 2023

Even small-cap stocks, which have been weighed down by higher rates, saw huge gains, with the Russell 2000 Index rising 3.5%. That is why we seek to control risk in our portfolios. While we are overweight stocks versus bonds, we think core bonds will increasingly return to their traditional role as a portfolio diversifier.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

NOVEMBER 20, 2023

On Tuesday, the Russell 2000 Index, which is composed of small-caps, gained nearly 5.4%, marking one of its best days ever. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector. Price to Earnings Ratio 71.53

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Carson Wealth

AUGUST 14, 2023

Overall net worth has increased significantly over time, from $44 trillion in 2000 to close to $150 trillion today. Since 2000, credit card debt has gained 106%, but net worth has risen nearly 250%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Food Compliance 52

Carson Wealth

MAY 22, 2023

The mildest decline was in 2000, when starts declined “only” 17%. The 1999-2000 period saw the Fed raise the federal funds rate by about 1.75%. A diversified portfolio does not assure a profit or protect against loss in a declining market. The other periods saw rates go up by 4.0% Here’s what’s interesting.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

DECEMBER 26, 2023

Notably, there was no SCR in 2000 and 2008. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02039672_122623_C The post Market Commentary: Sentiment and Santa Setting the Market Tone for 2024 appeared first on Carson Wealth.

Marketing 89

Marketing Marketing Investing Investments 89

Trade Brains

SEPTEMBER 20, 2024

Nazara’s portfolio includes interactive gaming, and eSports through popular brands like the World Cricket Championship, CarromClash, Kiddopia, Nodwin, and Sportskeeda. Strategic acquisitions, like WildWorks for gaming and Datawrkz for ad tech, will further enhance Nazara’s product portfolio and geographical footprint.

Government 52

Government Education Marketing Marketing 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. You guys were killing it in the mid 2000s.

Management 130

Management Investing Investments Government 130

Wealth Management

JUNE 24, 2025

By buying and selling options on the underlying portfolio, like a structured product, these ETFs promise to let investors realize market gains while still getting protection when they fall. Even institutional investors are buffing up their portfolios. Number 8860726. They did what they were supposed to do,” Innovator’s Day said.

Marketing 189

Marketing Marketing Wealth Management Estate Planning 189

Sara Grillo

MAY 23, 2022

So I learned certainly how to manage investments and run the portfolios and move money around, but more importantly, I embraced the the true value of conversation and the collaborative education that comes with doing real financial planning. It was 2000, so what… In that case, to get involved or… I guess. So yeah, I think.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

JUNE 20, 2022

But nothing was done until I voice that frustration and an email to compliance or to HR, I forgot who it was, did anything actually get done, ’cause from that conversation with that partner until the time I re-located to my practice to Tampa, I think it was probably about six months or so. NATE PENHA: Souter.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly. MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. I did it in 2000, 2002. And the managers you selected were all based on past performance.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

JULY 26, 2022

RITHOLTZ: And not the one that maybe happened sometime in 2022 and certainly not 2000. We have actually 52 people at Alpine and in our portfolio companies that are looking for deals. WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. 09, the financial crisis? WEAVER: ’08. ‘0. WEAVER: Yes.

Numbers 298

Numbers Investing Investments Management 298

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them. I said great.

Clients 162

Clients Management Engineering Recruitment 162

Carson Wealth

OCTOBER 16, 2023

Cole bombing coincided with the tech bubble bursting in 2000. Most of the major drawdowns have taken place during or near a recession, including those in 1956, 1973, and 2000-2001. A diversified portfolio does not assure a profit or protect against loss in a declining market. Aggregate Bond Index.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

SEPTEMBER 10, 2024

And then I developed this macro affinity starting in 2000, really? So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it.

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

SEPTEMBER 9, 2024

Local rental/lease rates Conditions in the current real estate market The growth potential of the property Maintenance and/or holding costs What to Do When Inheriting Stocks The first thing to do when you inherit stocks is to review the portfolio with your financial advisor. You’ll want to understand the risk profile.

Taxes 52

Taxes Financial Advisor Distribution Assets 52

The Big Picture

JANUARY 24, 2023

KLINSKY: That was a super hot theme in the year 1999 and 2000. I don’t have — coming from a family business, we say we don’t have portfolio theory. RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. KLINSKY: Yeah. RITHOLTZ: Right.

Investing 263

Investing Investments Numbers Banking 263

Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. The small cap index, the Russell 2000, fell 4.4%. A diversified portfolio does not assure a profit or protect against loss in a declining market. This is quite confounding.

Marketing 72

Marketing Marketing Economy Economics 72

Mr. Money Mustache

JANUARY 16, 2025

Also, I get a secondary benefit of not having to buy house insurance, which saves me another $2000 per year, boosting my effective return on that payoff. Would I actually be happier if I added another place to my portfolio? What about Health Insurance? But once again, my days and life are already overbooked with joyful things.

Retirement 88

Retirement Medical Insurance Budgeting 88

Carson Wealth

JULY 15, 2024

The Russell 2000 Index, a basket of small cap stocks, rose 3.6% A broader rally amongst stocks is one reason to have a diversified portfolio, even within your equity allocation, where you’re not betting on just one theme to play out. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Investing 97

Investing Investments Marketing Marketing 97

Carson Wealth

AUGUST 26, 2024

on Friday, a solid day, but the Russell 2000 Index of small cap stocks was up an impressive 3.2%. A diversified portfolio does not assure a profit or protect against loss in a declining market. This is a more dovish take than we’ve seen from other recent Fed speakers who seemed to be trying to anchor expectations at a 0.25% cut.

Marketing 95

Marketing Marketing Economy Communication 95

The Big Picture

MARCH 21, 2023

You’re accidentally waiting into yet another quant controversy, whether you need both these characteristics in every stock, or whether you can have some stocks that are great on one and simply average on the other and the portfolio comes out. I was a fixed income portfolio manager and trader, which is a ton of fun.

Valuation 173

Valuation Investing Investments Numbers 173

Carson Wealth

DECEMBER 30, 2024

Ultimately, we express our views by how we build portfolios, and its within that context that we evaluate what we got right and wrong. All of this ended up being right, and we positioned our portfolios close to maximum equity overweights across the year. However, what matters is not the just call itself but portfolio construction.

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

JUNE 16, 2025

Cole bombing was coincident with the tech bubble bursting in 2000. If you look at the major drawdowns, most take place during or near a recession, including 1956, 1973, and 2000-20001. We do remain overweight equities, but are underweight small and mid-cap stocks, which helps reduce overall portfolio volatility.

Marketing 72

Marketing Marketing Economy Portfolio 72

Carson Wealth

JUNE 16, 2025

Cole bombing was coincident with the tech bubble bursting in 2000. If you look at the major drawdowns, most take place during or near a recession, including 1956, 1973, and 2000-20001. We do remain overweight equities, but are underweight small and mid-cap stocks, which helps reduce overall portfolio volatility.

Marketing 69

Marketing Marketing Economy Portfolio 69

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

Portfolio 147

Portfolio Management Assets Marketing 147

The Big Picture

JANUARY 14, 2025

Maybe we should do this out from under the compliance regulations of a broker dealer? You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. 00:17:16 [Speaker Changed] Starting back, this is around 2000 let’s say. And then how much longer was it before?

Management 147

Management Investing Investments Assets 147