Remove 2003 Remove Compliance Remove Numbers
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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

Other years that saw big returns after down days were 2003, 2008, 2009, 2020, and of course now. If you’re well above this number, you can be fairly sure job growth is positive. If you’re at this number, like right now (and also seeing downward momentum), we can’t be sure the economy is actually creating any net jobs.

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Don't get an "F" on FBAR

Brown Advisory

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. FBAR compliance was enforced by the Treasury Department’s Financial Crimes Enforcement Network bureau, or FinCEN until 2003, when enforcement was delegated to the IRS.

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Market Commentary: The Summer Rally Continues Amid Strong Job Gains

Carson Wealth

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing 143
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Don't get an "F" on FBAR

Brown Advisory

We work closely with our clients and their outside professional advisors to identify when FBAR filings are required and to help facilitate compliance. FBAR compliance was enforced by the Treasury Department’s Financial Crimes Enforcement Network bureau, or FinCEN until 2003, when enforcement was delegated to the IRS.

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Market Commentary: Stocks Are Quite Resilient

Carson Wealth

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. However, since that time a slew of strong economic data, including elevated inflation numbers, came in. Why is this a good thing?

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162
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Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go

Steve Sanduski

Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. Why AI can help with rote tasks like note-taking and compliance, but not with complex human-to-human financial advice. ’ I would say the second one would be Strategic Alliances.

Clients 59