Carson Wealth

MARCH 27, 2023

This is the ninth straight rate increase and brings rates to their highest level since 2007. Compliance Case # 01705649 The post Market Commentary: Stocks Are Quite Resilient appeared first on Carson Wealth. Up until early February, Fed officials expected to raise rates to a maximum of about 5.1% and hold them there for a while.

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

NOVEMBER 13, 2023

It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average. Compliance Case # 01979041_111323_C The post Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024 appeared first on Carson Wealth. What About Artificial intelligence (AI)?

Marketing 96

Marketing Marketing Economy Startup 96

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 98

Insurance Compliance Engineering Planning 98

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 Investments Investing Assets 130

Carson Wealth

JUNE 12, 2023

We found there were two times during the tech bubble that stocks gained 20% and again moved to new lows, and it also happened during the global financial crisis of 2007-2009. Compliance Case # 01795338 The post Market Commentary: A New Bull Market is Here appeared first on Carson Wealth.

Marketing 52

Marketing Marketing Economy Manufacturing 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%

Investments 52

Investments Investing 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%

Investments 52

Investments Investing Ethics Taxes 52

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 Investments Investing Government 130

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

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 293

Assets Clients Investments Investing 293

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 157

Assets Investments Investing Portfolio 157

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

Carson Wealth

SEPTEMBER 3, 2024

Yes, stocks hit new highs right before COVID and in early 2007, but the great majority of the other times over the past generation new highs have meant an economy that was growing, not an economy in a recession. And the last time it hit a new high during a recession was in late 1982, which also kicked off a huge bull market.

Marketing 142

Marketing Marketing Taxes Economy 142