Carson Wealth

APRIL 28, 2025

Dates like the lows in 1982, 2009, and 2020 show up this time, which always catches our attention. Those numbers could have bulls smiling later in 2025. Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. Two Huge Days The S&P 500 soared 9.5%

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 76

Numbers Marketing Marketing Medicine 76

Wealth Management

JUNE 11, 2025

Number 8860726. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009 Cymric became part of GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $16 billion of assets. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 141

Wealth Management Management Estate Planning Education 141

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. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

JULY 8, 2024

These numbers can and will be revised, and so it helps to look at the 3-month average. That number has been trending down since earlier this year, but it’s at a healthy 177,000 right now, above the 166,000 average pace in 2019. Not exactly weak (the hiring rate collapsed below 3% during the 2008-2009 recession), but not too hot either.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. But the odds favor more green numbers. 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.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

MARCH 27, 2023

Recent sentiment polls show a high number of bears while worries about the economy and earnings continue to expand. Think back to March 2003, March 2009, and March 2020. However, since that time a slew of strong economic data, including elevated inflation numbers, came in. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 157

Clients Investments Investing Management 157

Brown Advisory

DECEMBER 2, 2015

Set hard numbers. 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

SEPTEMBER 12, 2016

We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. 31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™.

Portfolio 52

Portfolio Clients Investments Investing 52

Brown Advisory

SEPTEMBER 12, 2016

We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. 31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™.

Portfolio 52

Portfolio Clients Investments Investing 52

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. Compliance Case # 01697852 The post Market Commentary: The Latest on the Banking Crisis appeared first on Carson Wealth.

Banking 52

Banking Marketing Marketing Startup 52

Brown Advisory

JANUARY 4, 2016

In 2013, she applied it to the small number of privately held companies with a market value over $1 billion to denote their rarity. Demand for initial public offerings, while declining in number this year, has also facilitated exits at favorable prices. Taken together, these factors have benefited early-stage investors.

Investing 52

Investing Investments Numbers Valuation 52

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. However, there’s a lot of pent-up demand due to a record number of people ages 25-34 , which is prime homebuying age.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%? And — RITHOLTZ: What?

Management 130

Management Investments Investing Government 130

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Numbers 293

Numbers Management Investments Investing 293

The Better Letter

MARCH 16, 2023

2 Nobody knows for sure what the actual numbers are, but it is estimated that as many as 100 million NCAA Tournament brackets are filled out each year. In 2009, New Jersey grandmother Patricia Demauro set a craps world record over four hours and 18 minutes by rolling a pair of dice 154 times before crapping out. It was even enforced.

Math 98

Math Numbers Medicine Accounting 98

The Big Picture

SEPTEMBER 10, 2024

2009, 10 in that role. So that’s, that’s number one. Because the claims numbers were better. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. You have to get compliance. Is low, right?

Valuation 157

Valuation Clients Investments Investing 157

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? MCCARTHY: Net IR — net of fees.

Assets 157

Assets Investments Investing Portfolio 157

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. Nothing in this podcast or blog can be interpreted as legal or compliance advice. 2009, January 20.) Investment Adviser Public Disclosure.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MARCH 21, 2023

You can use this in a number of ways. And that’s a pretty good number. ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. RITHOLTZ: So like the 40 percent number, what are the odds of this happening?

Valuation 167

Valuation Investments Numbers Investing 167

Carson Wealth

JUNE 3, 2024

gain, but the numbers will be the same. 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). But good news can often make investors nervous, so it’s helpful to look at the numbers and see that good news now actually implies good news is likely ahead too.

Marketing 93

Marketing Marketing Financial Services Distribution 93

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. So you mentioned financial repression, you and the rest of the quants in your core group, including gun lock, decide to stand up your own firm in 2009. And effectively I did.

Math 144

Math Marketing Marketing Engineering 144

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up. 12, 14 even that not a lot of numbers.

Portfolio 144

Portfolio Management Assets Marketing 144