Carson Wealth

MARCH 10, 2025

Then who could ever forget the Great Financial Crisis ,which bottomed on March 9, 2009 after a down 56% generational bear market? to 80.5%, but thats still higher than anything we saw over the last two expansion cycles (2003 2007 and 2009 2019).

Marketing

Carson Wealth

JUNE 16, 2025

Look one more time at those dates: February 1975, October 1982, December 1998, April 2009, May 2020, and now. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. but this is yet another reason to remain optimistic the second half of 2025.

Marketing

Carson Wealth

JUNE 16, 2025

Look one more time at those dates: February 1975, October 1982, December 1998, April 2009, May 2020, and now. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. but this is yet another reason to remain optimistic the second half of 2025.

Marketing

Carson Wealth

APRIL 28, 2025

Dates like the lows in 1982, 2009, and 2020 show up this time, which always catches our attention. Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. We recently saw six out of 10 days with more than 70% advancers on the NYSE.

Marketing

Wealth Management

JUNE 11, 2025

Soldano has spent over 25 years managing family offices, providing full service, integrated family office services to many families. Pat Soldano is now the Managing Director of Client Service for the firm’s Western Region. Number 8860726.

Wealth Management

Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. MAY”be we have a positive signal from the strong May.

Marketing

Carson Wealth

APRIL 1, 2024

Considering the market impact, there have been only two streaks of LEI monthly declines similar to the one we just broke — a 22-month streak ending in March 1975 and a 24-month streak ending in March 2009. Only five other streaks have lasted as long as six months and none longer than a year. These streaks don’t mean much on their own.

Marketing

Carson Wealth

JULY 8, 2024

Not exactly weak (the hiring rate collapsed below 3% during the 2008-2009 recession), but not too hot either. That is why there’s really no such thing as a mild recession — the three recessions prior to the pandemic recession (1991, 2001, 2008-2009) were all bad from an employment perspective, as it took years for the labor market to recover.

Marketing

Carson Wealth

MARCH 11, 2024

The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

Marketing

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. March is well-known for major market lows and volatility.

Banking

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The limited diversification from such an approach may pose risks.

Food

Brown Advisory

SEPTEMBER 12, 2016

They focus largely on industries that have low environmental footprints, including technology and financial services companies. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. The limited diversification from such an approach may pose risks.

Food

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades.

Management

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. 2009, 10 in that role. You have to get compliance. Do you want to be in this business? You know, do, do you wanna, because it, it’s constant as you know.

Valuation

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. And then he left in 2009. MILLER: That they’re going to move their location.

Sales

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. 2009, January 20.) The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Investment Adviser Public Disclosure.

CFP

Carson Wealth

JUNE 3, 2024

In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services).

Marketing