The Big Picture

DECEMBER 6, 2022

And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003? But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: This is 2003. BERRUGA: Yeah. And right now, we have close to 100 ETFs.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. Compliance Case # 01867067_081423_C The post Market Commentary: Down for Two Consecutive Weeks appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Food Compliance 52

Trade Brains

MAY 6, 2023

Yes Bank was founded in 2003 by Rana Kapoor and Ashok Kapur. The majority of the issues related to Yes Bank were related to corporate governance and compliance. Worst Performing Stocks in India – Yes Bank The story of Yes Bank is the perfect example of a success story gone wrong in the banking industry.

Banking 52

Banking License Government Investing 52

Carson Wealth

MARCH 10, 2025

to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019). Compliance Case # 7722155.1_031025_C The post Market Commentary: Tariffs Have Increased Market Uncertainty, but Job Growth Remains Solid appeared first on Carson Wealth.

Marketing 80

Marketing Marketing Economy Government 80

Carson Wealth

OCTOBER 16, 2023

Markets saw strong gains despite the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. Compliance Case # 01937035_101623_C The post Market Commentary: Stocks Bounced in the Face of Grim News appeared first on Carson Wealth. But that has been the exception rather than the rule.

Marketing 96

Marketing Marketing Economy Compliance 96

Good Financial Cents

AUGUST 12, 2023

As emphasized by many financial experts, including those mentioned in “ The Intelligent Investor ” by Benjamin Graham (2003), careful planning and consistent monitoring of your passive income sources can lead to greater financial freedom and control over your time. You can read more about here about how passive income is taxed.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. RITHOLTZ: They just became distressed. SALISBURY: The high yield bonds quickly went to zero and then you’re buying the bank loans at discounted prices. And that was fairly evolutionary.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

AUGUST 20, 2024

And finally, I think it was 2003 or four, I ran into Mitch on the street on, actually on 57th, just around the corner from where we are right now. So any compliance people listening, I’m just spitballing here. She was based out in Los Angeles. That’s Barry saying it. That’s not Mike.

Assets 173

Assets Management Portfolio Taxes 173

The Big Picture

SEPTEMBER 10, 2024

Well, I mean, so I, I find that, you know, this, and this goes back to, you know, 2003 with Regulation fd, that’s when everything kind of changed. You have to get compliance. And they’re like, well, yeah, it could be more, but like, that’s what the Fed’s telling us. Well, it changed in two ways.

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

FEBRUARY 24, 2025

However, its lower than the minimum we saw during the 2003-2007 expansion cycle. Compliance Case # 7667418.1_022425_C The post Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy appeared first on Carson Wealth.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

MAY 19, 2025

March 2003 was the last time we saw a Monday that strong, followed by the next four days green as well. Compliance Case # 7981415.1_051925_C The post Market Commentary: Stocks Climb on Greater Clarity, but Rate Uncertainty Remains Elevated appeared first on Carson Wealth. Incredibly, stocks gained the next four days as well.

Marketing 52

Marketing Marketing Taxes Economy 52

Sara Grillo

SEPTEMBER 12, 2022

In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme. Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

JUNE 16, 2025

Markets saw strong gains despite the start of the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. Compliance Case # 8076292.1_061625_C The post Market Commentary: Stocks Pause on Geopolitical Risk but Underlying Dynamics Remain Positive appeared first on Carson Wealth. But that has been the exception rather than the rule.

Marketing 72

Marketing Marketing Economy Portfolio 72

Carson Wealth

JUNE 16, 2025

Markets saw strong gains despite the start of the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. Compliance Case # 8076292.1_061625_C The post Market Commentary: Stocks Pause on Geopolitical Risk but Underlying Dyanamics Remain Positive appeared first on Carson Wealth. But that has been the exception rather than the rule.

Marketing 69

Marketing Marketing Economy Portfolio 69

Carson Wealth

JUNE 3, 2024

In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). Compliance Case # 02262339_060324_C The post Market Commentary: Why We Don’t Expect a June Swoon appeared first on Carson Wealth. Imagine how mad the bears would be if that happened again this year.

Marketing 93

Marketing Marketing Financial Services Distribution 93