Carson Wealth

NOVEMBER 13, 2023

annual pace between 1996 and 2004. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. A diversified portfolio does not assure a profit or protect against loss in a declining market. Wage growth ran at a 4.5%

Marketing 96

Marketing Marketing Economy Startup 96

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. Let me give you some background on Morningstar Managed Portfolios. I saw how personal money is.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MAY 30, 2023

Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. These things you need to access banking, financial services, market economy, investors. And I want to own all of these affordable housing homes that are in the institutional portfolios. RITHOLTZ: Right.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. RITHOLTZ: So let’s talk about what led to the decision to launch TIKEHAU Capital back in 2004. CHABRAN: Yes, no that’s right Barry.

Banking 141

Banking Assets Investing Investments 141

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And they end up being great candidates for us to put into to run the next big portfolio or start a new strategy. And even if it’s not complete jurisdiction over the portfolio, increased ability to impact the results.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

APRIL 18, 2023

Both in terms of the aggregate revenue of our company, size of our portfolio, we’re probably now something like 150 total investments, many hundreds of billions of revenue, hundreds of thousands of employees if you add up all of the companies in which we’re invested. You saw it in the financial services sector.

Assets 152

Assets Investing Investments Valuation 152

The Big Picture

APRIL 11, 2023

Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends. They match up. RITHOLTZ: Right.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. So I was very heavy in financial services stock, which was a great lead gen engine. I think they were trying to do the right thing by their — by their portfolio companies, but, you know, we could have just easily wrote that out and … LINDZON: Well, I don’t give them that credit.

Media 278

Media Investing Investments Valuation 278