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

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 Government Clients 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 Compliance 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

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 290

Assets Clients Investing Investments 290

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

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

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

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 296

Valuation Investing Investments Engineering 296

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 93

Math Numbers Medicine Compliance 93

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 154

Assets Investing Investments Portfolio 154

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 154

Clients Investing Investments Management 154

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

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.

Consulting 289

Consulting Management Numbers Investing 289

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 143

Economy Numbers Portfolio Marketing 143

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 277

Assets Investing Investments Management 277

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 Taxes 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

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.

Media 73

Media Banking Ethics Compliance 73