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). A diversified portfolio does not assure a profit or protect against loss in a declining market. Other data show that layoffs remain low, but its getting a little harder to find a job.

Marketing 80

Marketing Marketing Economy Government 80

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. But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities.

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. 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?

Assets 173

Assets Management Portfolio Marketing 173

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Carson Wealth

OCTOBER 16, 2023

Markets saw strong gains despite the Iraq invasion in 2003 and Israel’s Six-Day War in 1967. In addition, we continue to be cautious on rates but have recommended adding duration (interest-rate sensitivity) to bond portfolios as rates climbed sharply higher. But that has been the exception rather than the rule. Aggregate Bond Index.

Marketing 96

Marketing Marketing Economy Compliance 96

The Big Picture

SEPTEMBER 10, 2024

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. You have to get compliance. Annually, okay.

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. 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. But from the perspective of portfolio construction, the above two questions (and their answers) matter a lot for what can potentially provide diversification. 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. billion.

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. Diversification Helps, Even More So Now Diversification has not been a portfolio allocator’s friend over the last decade, but it’s proven its mettle this year after the Liberation Day tariffs.

Marketing 59

Marketing Marketing Economy Portfolio 59

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. Diversification Helps, Even More So Now Diversification has not been a portfolio allocator’s friend over the last decade, but it’s proven its mettle this year after the Liberation Day tariffs.

Marketing 59

Marketing Marketing Economy Portfolio 59

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). percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Imagine how mad the bears would be if that happened again this year.

Marketing 93

Marketing Marketing Financial Services Distribution 93