The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. 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. You have to finish the three years. I finished the three years. I qualified the following week.

Assets 299

Assets Clients Investing Investments 299

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. 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. Not yet to approve that.

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Meanwhile, card balances that are seriously delinquent (90+ days) is 0.62% of disposable income.

Marketing 86

Marketing Marketing Economy Planning 86

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Incredibly, stocks gained the next four days as well.

Marketing 52

Marketing Marketing Taxes Economy 52

Sara Grillo

SEPTEMBER 12, 2022

They wanted to become credible to compete with the brokerage people when selling Master Limited Partnerships and insurance with financial planning credibility, so they got the designation. In 2003, there was a well-known financial planner and radio personality named Bradford Bleidt , JR continues, who ran at $30MM Ponzi Scheme.

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But that has been the exception rather than the rule.

Marketing 73

Marketing Marketing Economy Portfolio 73

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. 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). On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services).

Marketing 93

Marketing Marketing Financial Services Distribution 93