Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. The last time the S&P 500 fell more than 1% in November was in 2008, and it has been higher 11 of the past 12 years. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Numbers 96

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 288

Numbers Insurance Economy Marketing 288

The Big Picture

OCTOBER 27, 2023

Since the Great Financial Crisis in 2008-09, the income portion of portfolios has been almost an afterthought. As the equity portion of your portfolio moderates (I suggest you lower your return expectations for equities2 to ~5-7%), much of those reduced returns are being made up in fixed income. Interested in speaking to us?

Portfolio 147

Portfolio Government Wealth Management Clients 147

The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

Management 130

Management Numbers Transportation Accounting 130

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Abnormal Returns

SEPTEMBER 22, 2022

wsj.com) Fund management What are the most owned private companies in mutual fund portfolios? axios.com) Mortgage rates are at their highest level since October 2008. finance.yahoo.com) Economy Auto loan delinquencies are on the rise. (axios.com) It's not just you, planes are dirtier now. Think Elon Musk.

Financial Advising 130

Financial Advising Media Valuation Assets 130

Trade Brains

DECEMBER 28, 2023

However, there are many other lesser-known indicators that can actually provide valuable insights and are helpful for the economy. Back in the autumn of 2001, he noticed that when the US economy was struggling due to the recession, lipstick sales were actually going up instead of down. Keep reading to find out what they are!

Economy 64

Economy Economics Sales Government 64

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investments Investing 86

Abnormal Returns

MARCH 16, 2023

axios.com) Finance Why 2023 is not a replay of 2008-09. ft.com) Japan bank portfolios are full of long dated bonds. nytimes.com) Economy Still no sign of a turn in weekly initial unemployment claims. (investmenttalk.substack.com) Google Cloud is shifting its customer focus. ritholtz.com) Credit Suisse is not Silicon Valley Bank.

Government 130

Government Media Financial Advising Banking 130

The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. So 2008, you know, as you remember, Barry fourth quarter was chaotic.

Management 130

Management Assets Portfolio Insurance 130

Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 105

Economy Asset Allocation Valuation Communication 105

Your Richest Life

MARCH 31, 2023

The top spot belongs to the 2008 Lehman Brothers collapse.) So, what does all of that mean for your money, and the economy? Just like with your portfolio, banking diversification helps to keep your money safe if something goes awry at one of your banks, and lets you maximize the benefits of each of those institutions.

Banking 105

Banking Insurance Accounting Fee Only 105

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

Investments 78

Investments Investing Valuation Advertising 78

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investments 96

Investments Investing Marketing Marketing 96

James Hendries

JULY 13, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a nondiversified portfolio. We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances. Others such as U.S.

Portfolio 52

Portfolio Investments Investing Financial Services 52

Nationwide Financial

MARCH 29, 2023

These innovations included the Primary Dealer Credit Facility in March 2008 (at the outset of the Global Financial Crisis) and the Municipal Liquidity Facility in April 2020 (in the early days of the COVID-19 pandemic.) According to the Federal Reserve, banks borrowed approximately $152.9

Banking 98

Banking Financial Planning Economics Portfolio 98

Carson Wealth

JULY 8, 2024

The economy added 206,000 jobs in June, ahead of expectations of 190,000. Fortunately, the doers drive the economy; the thinkers only report on it. The economy created 206,000 jobs last month, above expectations for a 190,000 increase. These down cycles can adversely impact the productive capacity of the economy in future years.

Marketing 97

Marketing Marketing Economy Numbers 97

BlueMind

SEPTEMBER 11, 2022

It is your duty as a financial advisor to determine where your client’s portfolio stands currently and the amount of risk it can bear. Hardly: don’t forget the unexpected and shocking financial crisis of 2008 in the United States which crippled the economy. However, risk capacity is a numbers game.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investments 98

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investments Investing Financial Services 52

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. With the economy on firm footing and sentiment turning pessimistic, we remain optimistic a significant year-end rally is still possible. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 30, 2024

The economy continues to surprise to the upside, as we will discuss more below. With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. This is true, as 1929, 1987, and 2008 all saw spectacular meltdowns in this spooky month. The reason for the rally?

Marketing 96

Marketing Marketing Manufacturing Economics 96

Clever Girl Finance

OCTOBER 1, 2022

Knowing how it affects the economy and your finances and taking key steps will help you during an economic downturn. Well, economies work in a cycle. For example, you know about the great recession of 2008 triggered mainly as a result of the housing bubble in the United States. So, what is a recession?

Budgeting 105

Budgeting Economy Investing Investments 105

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing.

Management 305

Management Assets Risk Management Marketing 305

Validea

SEPTEMBER 23, 2022

Nouriel Roubini, the economist known as Dr. Doom for predicting the 2008 financial crisis, has turned his forecasting skills on the current economy and foresees a “long and ugly” recession beginning at the end of this year and lasting well into next year, reports an article in Bloomberg.

Government 59

Government Banking Economy Portfolio 59

Discipline Funds

MAY 8, 2023

Some even worry this is 2008 all over again. In this piece I will explain why this isn’t 2008 all over again, but that the current environment is still very challenging for banks (and the broader economy) and likely to remain this way for the foreseeable future. But the good news is that this isn’t 2008 either.

Banking 64

Banking Economy Assets Portfolio 64

Validea

JULY 20, 2022

The article offers 3 options of how to readjust your portfolio: Stay the course. Keep your portfolio as it is and turn off the news to avoid panic selling or changing allocations based on fear. But there’s no guarantee that this bear market will follow the same path. Change Your Allocation.

Portfolio 59

Portfolio Economy Assets Investments 59

Walkner Condon Financial Advisors

JULY 8, 2022

Let’s take a closer look at recessions and how one may impact the economy and markets for the remainder of 2022. . One recession may be caused by a shake-up in the labor markets while another may be due to an unexpected shift in the economy such as the housing market crash in 2008-2009 or a non-economic factor such as a pandemic.

Economics 59

Economics Financial Advisor Economy Portfolio 59

Carson Wealth

JANUARY 22, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. That bear eventually ended in October 2022, and since then stocks have defied many experts, who continually (and incorrectly) touted a weakening economy, tapped-out consumer, and many other reasons to doubt the new bull market.

Marketing 97

Marketing Marketing Economy Portfolio 97

Investing Caffeine

JANUARY 3, 2023

The bad news is last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. Here’s a summary of the S&P 500’s worst years over the last eight decades: 2008: -38.5% 2022: -19.4%. Source: CNBC (Bob Pisani). Typically, during weak stock markets (i.e.,

Economy 59

Economy Transportation CFP Investments 59

Trade Brains

SEPTEMBER 21, 2024

Jio’s market debut could have far-reaching implications for India’s digital economy and telecom sector, potentially attracting global attention and investment. Starting with just two branches in Tamil Nadu back in 2008, they’ve grown to cover 22 states and 4 Union Territories. million active borrowers. Comment below.

Banking 111

Banking Financial Services Insurance Assets 111

Validea

DECEMBER 7, 2022

Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios. And Jeremy Siegel, perennial bull, has long said that equities will always be a winner, no matter what is going on with the economy.

Asset Allocation 52

Asset Allocation Economy Valuation Portfolio 52

Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal. He also pointed to gold, which many have added to their portfolios as a stable asset.

Economics 52

Economics Government Banking Economy 52