Carson Wealth

SEPTEMBER 30, 2024

This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. Of course, a 22% drop in the fourth quarter of 2008 pulled back the average return by a good deal, but to say stocks will be lower three months from now is probably a low probability event. on average, making it the 7 th best month of the year.

Marketing 96

Marketing Marketing Manufacturing Economics 96

The Better Letter

MARCH 18, 2025

Top seeds have only lost to 16 seeds twice in the seeded era – since 1979 – and both occurrences are recent (that said, 2008 was the only year all four top seeds made the Final Four). Motoyuki Mabuchi went all-in with four aces in the main event hand of the 2008 World Series of Poker but lost to Justin Phillips’ royal flush.

Numbers 75

Numbers Marketing Marketing Medicine 75

Investment Writing

NOVEMBER 20, 2024

However, a similar document, called a “summary prospectus,” was adopted in November 2008 with the mutual fund industry’s support. Show them you can work with the compliance department Some bad writing results from fear of the firm’s compliance department. I suggest that first you write your message clearly.

Compliance 52

Compliance Communication Assets Investing 52

Trade Brains

SEPTEMBER 17, 2023

The company has established itself in 3 business verticals, Consulting : Environment Impact Assessment, ESG and Climate Change, Environmental Compliance, Environmental Due Diligence, DPR and designing, Training and sensitization, Environmental crime investigation.

Consulting 59

Consulting Government Compliance Clients 59

Trade Brains

SEPTEMBER 22, 2024

Bajaj Housing Finance Bajaj Housing Finance was founded in 2008. Maintaining a high CRAR ensures financial stability and regulatory compliance. Their headquarters is in Mumbai. Their AUM in FY24 stood at Rs. 2,88,665 crore. The average ticket size as on June 30th 2024 was around 30 lakhs.

Assets 96

Assets Portfolio Retail Planning 96

Carson Wealth

OCTOBER 30, 2023

So, households feel less urgency to save and solidify their balance sheets, unlike what happened after the stock market and housing crash in 2008. Compliance Case # 01956333_103023_C The post Market Commentary: How Bad Is It? Median net worth rose 37% between 2019 and 2022. Yet another tailwind: Gas prices are falling.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JANUARY 16, 2024

In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008. Compliance Case # 02071155_011624_C The post Market Commentary: Carson Investment Research Looks at the Year Ahead appeared first on Carson Wealth. The volatility of the past three to four years is a great example.

Investing 96

Investing Investments Marketing Marketing 96

Brown Advisory

JUNE 14, 2017

The latest overhaul of the Rule came via the Dodd- Frank legislation that followed the 2008–09 financial crisis. Even for dealers still transacting with non-SMMPs, certain deals that might have value may not pass muster with compliance departments. Then came the “whoops”—the $2.45 The results were discouraging.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

DECEMBER 2, 2015

After the 2008-2009 financial crisis, many clients could use loss carry-forwards to reduce taxes against gains taken in subsequent years. Circular 230 Compliance Statement: Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

JUNE 14, 2017

The latest overhaul of the Rule came via the Dodd- Frank legislation that followed the 2008–09 financial crisis. Even for dealers still transacting with non-SMMPs, certain deals that might have value may not pass muster with compliance departments. Then came the “whoops”—the $2.45 The results were discouraging.

Compliance 52

Compliance Retail Clients Management 52

Carson Wealth

DECEMBER 26, 2023

Notably, there was no SCR in 2000 and 2008. Compliance Case # 02039672_122623_C The post Market Commentary: Sentiment and Santa Setting the Market Tone for 2024 appeared first on Carson Wealth. The table below shows recent times investors were given coal during these seven days, and the results aren’t very good at all.

Marketing 89

Marketing Marketing Investing Investments 89

Carson Wealth

APRIL 8, 2024

These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. Compliance Case # 02190214_040824_C The post Market Commentary: Checking In on Market Fundamentals appeared first on Carson Wealth. The full year and the following three quarters’ returns were much weaker.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 22, 2024

Waller noted that in the past the Fed had lowered rates reactively, quickly, and by large amounts, but that was after shocks to the economy threatened recession (like in 2000-2001 and 2007-2008). Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JUNE 12, 2023

It declined ahead of the actual start of the 2001 and 2008 recessions. Compliance Case # 01795338 The post Market Commentary: A New Bull Market is Here appeared first on Carson Wealth. Like The Conference Board’s measure, it can capture major turning points in the business cycle.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Trade Brains

SEPTEMBER 13, 2024

KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector. Established in 2008, Timken India’s Chennai facility is also focused on supplying sophisticated goods and large bore bearings to worldwide markets.

Wealth Management 59

Wealth Management Banking Management Portfolio 59

Trade Brains

JULY 12, 2022

Founded back in 2008 it is involved with sustainability advisory services, consulting on carbon credits, registration, and verification of carbon credits. With compliance with the regulations and certification standards. We will look at each of them below but first what are carbon credits? Renewable energy. Nature-based solution.

Certification 52

Certification Consulting Clients Government 52

The Big Picture

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. And I’ll give you a little bit of the history of Global X because I think it’s very relevant.

Clients 162

Clients Investing Investments Management 162

Carson Wealth

AUGUST 28, 2023

Overall debt to the non-financial sector soared over the past decade, from about 140% of GDP at the end of 2008 to almost 300% at the end of 2022. Compliance Case # 01883303_082823_C The post Market Commentary: Volatility Is the Toll We Pay appeared first on Carson Wealth. Contrast that to the U.S.,

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

SEPTEMBER 11, 2024

With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. Promoters Holding 70.12% FII Holding (%) 4.14% Operating Profit Margin 13.32% Net Profit Margin 9.15% KPI Green Energy KPI Green Energy was established in 2008 by Faruk G. Market Cap (Cr.)

Manufacturing 52

Manufacturing Clients Planning Marketing 52

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

DECEMBER 5, 2024

He was always very generous with me, allowing many of his unique works to be republished on this blog (despite the usual concerns from compliance). He invited me to present to that audience on his morning call to the firm—around 2008(?). His insights were unique, and I always received them with gratitude.

Compliance 290

Compliance Marketing Marketing Management 290

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. It started on January 1 of 2008. SEIDES: In Warren’s 2008 annual letter, I think it was 2008, he made a statement. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson.

Management 130

Management Investing Investments Government 130

The Big Picture

JANUARY 21, 2025

And then when I left the journal for the first time in 2008, they said, well, who should we hire to replace you? 00:16:42 [Speaker Changed] Coming into sort of late 2008, I think, if I recall correctly, I was somewhere between 70 and 80% stocks by that point. I did it in 2008 in oh nine. I said, Jason’s wife.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

MARCH 27, 2023

MIELLE: After 2008? RITHOLTZ: 2008, ’09. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. I guess other than Lehman Brothers, most of them were either rescued or absorbed into another entity. Tell us about that period. MIELLE: Exactly.

Assets 285

Assets Investing Investments Management 285

The Big Picture

MAY 9, 2023

And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. It was the year I made partner, actually, in 2008. I did that for a couple of years. RITHOLTZ: Good timing, yes.

Assets 299

Assets Clients Investing Investments 299

Random Roger's Retirement Planning

OCTOBER 20, 2024

My hunch is that it got posted before a proper compliance review and was taken down. It was a PIMCO invention in the 1980's that blew up in 2008 because practitioners were leveraging up to buy assets with equity beta. Otherwise, portable alpha would be taking on more risk which was the lesson of what not to do from 2008.

Portfolio 98

Portfolio Assets Management Compliance 98

The Big Picture

JULY 26, 2022

WEAVER: But if we can hit our target — RITHOLTZ: We all have compliance departments. I think we have — the consumer isn’t as leveraged as they were back in 2008. WEAVER: So we can pay a price so we could hit our target returns with like a 70% base case. Businesses aren’t as leveraged as they were.

Numbers 298

Numbers Consulting Management Investing 298

The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. And from a public market, that sounds like it’s a compliance and conflict nightmare. WENGER: Because I knew both Brad and Fred really well, and so it was kind of a natural thing to do. RITHOLTZ: Okay.

Valuation 305

Valuation Investing Investments Food 305

The Better Letter

MARCH 16, 2023

Motoyuki Mabuchi went all-in with four aces in the main event game of the 2008 World Series of Poker but lost to a royal flush held by Justin Phillips. Rumor had it that this was part of a quiet agreement between regulators and internal compliance officials, who were understandably concerned about what had gone on.

Math 95

Math Numbers Medicine Marketing 95

The Better Letter

APRIL 27, 2023

For example, as Pro Publica and This American Life reported at the time, after the 2008-2009 financial crisis, the New York Fed commissioned a study of itself and its processes to try to understand why it hadn’t spotted the behavior of the big banks that led to the crisis. The New York Fed embedded her at Goldman Sachs.

Banking 74

Banking Media Ethics Compliance 74

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. In 2008, we didn’t have Uber, right? That’s Barry saying it. That’s not Mike. And so again, these are revisions that have happened within the data sets. It’s important to recognize that. You didn’t even have Uber in 2010.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

DECEMBER 14, 2022

You’re at Goldman Sachs, in the real estate division, in the middle of 2008, 2009, right through the worst of the financial crisis. 2008 through 2010 was a particularly tough and very formative experience. RITHOLTZ: Are we going to get a red flag from a compliance, or is that an official statement we could use?

Assets 162

Assets Investing Investments Portfolio 162

The Big Picture

FEBRUARY 13, 2023

RIEDER: — there was — and then, you know, punctuating with obviously 2008. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. RIEDER: Thanks.

Economy 147

Economy Numbers Marketing Marketing 147

The Big Picture

SEPTEMBER 5, 2023

And in 2008, that same journalist came to me and said, this is the guy who told us three years ago that this was going to happen. And I said, most of the appraisals being done through mortgage brokers aren’t worth the paper they’re written on, and I’d say 75% of them. RITHOLTZ: Wow. MILLER: Right.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Don Connelly & Associates

MARCH 31, 2025

Its taken nearly two decades for the financial services industry to overcome the massive trust deficit that sprung from the 2008 Financial Crisis. Regulatory compliance may establish a baseline and guardrails to keep you on the straight and narrow path of ethical practices.

Ethics 52

Ethics Compliance Financial Advisor Financial Advice 52

Carson Wealth

DECEMBER 23, 2024

Notably, there was no SCR in 2000 and 2008, not the best times for investors, and potentially a major warning that something wasnt right. Compliance Case # 02564375_122324_C The post Market Commentary: Better Times May Be Ahead Despite the Markets Reaction to the Last Fed Meeting of the Year appeared first on Carson Wealth.

Marketing 73

Marketing Marketing Economy Economics 73