Carson Wealth

MAY 22, 2023

We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009. Compliance Case # 01772498 The post Market Commentary: Stocks Keep Chugging Along appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Economics 52

Random Roger's Retirement Planning

APRIL 8, 2023

Years ago, maybe 2007, I said no to being a partner at my firm. The work episode helped me better understand how much value I place on simplicity. The reasoning was very simple.

Insurance 89

Insurance Compliance Engineering Planning 89

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

AUGUST 15, 2023

SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. Let me say what your compliance wouldn’t allow you to say. So back in 2007. And what was his response?

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 9, 2023

One, when people have asked me to compare and contrast today versus 2007, 2008, what you hear from a lot of people is, yes, there’s some fairly heady valuations. And at the time, we were going through a lot of regulatory change. Capital rules were changing. Risk appetite was changing. And then you see some surprise events.

Assets 290

Assets Clients Investing Investments 290

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

In the last 10 years, 2007 through 2016, Berkshire’s shareholders’ equity per share and share price compounded at roughly 9.3% All the big brokerage firms have large compliance departments, and they should. Berkshire’s share price and shareholders’ equity per share have compounded at an amazing pace that is almost twice the 9.7%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

DECEMBER 14, 2022

RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use? You could argue buying that in 2007 was the worst possible time. We’ve had 16 percent net returns on all of the capital we’ve invested over 30 years. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Of course.

Assets 154

Assets Investing Investments Portfolio 154

The Big Picture

SEPTEMBER 5, 2023

And it’s literally, “Are You Missing the Real Estate Boom” was 2005, and then the 2006 edition, Same book, different cover, “Why the Real Estate Boom Will Not Bust” and “How You Can Profit From It Now” and then the 2007 version of the exact same book, “All Real Estate Is Local.” ” MILLER: Yeah.

Sales 130

Sales Numbers Taxes Marketing 130