Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Investments 52

Brown Advisory

AUGUST 25, 2017

Companies generating ROIC of 25%+ in 2003 sustained that level a decade later 83 percent of the time. As seen below, companies generating high ROIC in 2003 were still still generating high ROIC in2013 in 83% of instances." FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Investments 52

Trade Brains

FEBRUARY 22, 2024

Yes Bank Company Overview Rana Kapoor founded the company in 2003 in Mumbai, India. They offer corporate banking, branch banking, and commercial banking services to their clients. They offer loans and banking services to small and medium-sized businesses.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

JUNE 2, 2023

The bank provides banking and financial services like retail banking and treasury operations. It was founded in 1994 as a wholly-owned subsidiary of ICICI Limited, an Indian financial institution. In February 2003, Kotak Mahindra Finance received a banking license from the Reserve Bank of India. EPS (₹): 82.38

Banking 52

Banking Financial Services Retail Assets 52

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. March is well-known for major market lows and volatility.

Banking 52

Banking Marketing Marketing Startup 52

Inside Information

AUGUST 29, 2021

Y ou may have missed it, but Barbara Roper, who was the financial services face of the Consumer Federation of America—a tireless advocate for a fiduciary standard and consumer protection generally—has a new role to play. She is now working at the SEC, as senior advisor to SEC chair Gary Gensler.

Fee Only 40

Fee Only Financial Services Advertising Investment Advisor 40

Trade Brains

AUGUST 16, 2022

Listed Stock Brokers in India #2 – Motilal Oswal Financial Service Ltd . Motilal Oswal Financial Service Ltd was founded as a small broking sub-unit in 1987. MCX India started its operations in November 2003 under the regulatory framework of the Securities and Exchange Board of India (SEBI).

Wealth Management 52

Wealth Management Retail Clients Distribution 52

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%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Food Compliance 52

Brown Advisory

JUNE 21, 2017

pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

pdf 2 On the Performance of Mutual Fund Managers," Baks, Emory University, June 2003. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investments 52

Investments Investing Portfolio Management 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

JUNE 1, 2023

Many companies that are traditionally perceived as ‘value stocks’, such as energy and financial services, do not typically fit the traditional mold of an ESG investment and have often been overlooked. We believe, however, that there is currently a vacuum at the intersection between sustainability and value.

Portfolio 52

Portfolio Valuation Investments Clients 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). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 80

Marketing Marketing Economy Government 80

Trade Brains

JUNE 14, 2024

Yes bank started its journey in 1999, with three successful bankers joining hand to form an NBFC (Non banking financial corporation). Yes bank received banking licence from RBI in 2003. They include Ashok kapur, Harkirat singh and Rana kapoor. Yes Bank appointed Ravneet Singh Gill as new MD and CEO on 1st March 2019.

Banking 105

Banking Retail Accounting Assets 105

Carson Wealth

OCTOBER 16, 2023

Markets saw strong gains despite 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 96

Marketing Marketing Economy Compliance 96

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 296

Assets Clients Investments Investing 296

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. RITHOLTZ: So you launch your own firm IDW in 2003. And that might give me some insight functionally into what I wanted to do next. And I found once I joined them that I was actually just really good at what they were doing.

Management 146

Management Recruitment Numbers Banking 146

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.

Valuation 159

Valuation Clients Investing Investments 159

NAIFA Advisor Today

NOVEMBER 12, 2024

He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. Paul Ryan’s Financial Services and Insurance Advisory Board. It is with great sadness that NAIFA shares news of the passing of Past President Richard A. He served on Rep.

Strategic Planning 52

Strategic Planning Recruitment Financial Services Insurance 52

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 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. 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 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

The Big Picture

FEBRUARY 4, 2025

And it was a 2003 and we lived in Paris. And on deregulation, of course, we don’t know quite exactly what deregulation is going to look like if it’s for financial services, if it’s for energy, if it’s for transportation, we remains to be seen what area it will be in. And this was in 2005.

Economy 255

Economy Banking Economics Taxes 255