Carson Wealth

APRIL 8, 2024

The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. Keeping an eye on the fundamentals of the market from both a bottoms-up and a top-down macro perspective uniquely positions the Carson Investment Research team to add value for our advisors and their clients.

Marketing

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. RITHOLTZ: So you lasted two or three years, and then you get tapped to go to London in 2001. BARATTA: In November of 2001, when I moved over — RITHOLTZ: Sure.

Assets

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Portfolio Management

Brown Advisory

SEPTEMBER 20, 2017

After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Portfolio Management

WiserAdvisor

MAY 31, 2022

million consumers filed a fraud report, the highest number since 2001. Approximately 25% of these scams were financial frauds, with a person losing an average of $500. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else. In 2021, over 2.8

Investments

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. And then I was the beneficiary of the TMT bubble bursting in 2001. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. You have to finish the three years. I finished the three years. SALISBURY: Yes.

Assets

The Big Picture

OCTOBER 24, 2022

NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? It was Google.

Valuation

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 it’s been, you know, back in, in 2001, strategists were telling you to put about 70% of your money in stocks. 00:15:02 [Speaker Changed] We, yeah, so here’s the thing.

Numbers

The Big Picture

JULY 8, 2025

For the record, Mitchell Madison was formed out of a spinoff of a bunch of McKinsey partners and it was taking kind of a new way, a new approach frankly, to some of the similar types of clients as McKinsey had. And that’s also how I wanna approach things for my clients. Are they mom and pop investors? Are they institutional?

Investments