The Big Picture

MARCH 4, 2025

I’ll speak for, you know, financial services specifically. So I have been on the board since 2009, so Oh wow. Because it is, I think financial services overall, you have the ability to take on a lot more responsibility at an early age than other industries. Than there are men. 00:48:35 [Speaker Changed] Sure.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

JULY 15, 2025

We have the financial crisis, and you decide to launch Rich Bernstein Advisors in 2009. And then all of a sudden, I remember exactly where I was, I was in our, our den weekly initial jobless claims had just come out, this is like in July of 2009. 00:12:49 [Speaker Changed] That, that’s, that’s really funny.

Numbers 147

Numbers Investments Investing Economics 147

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 80

Marketing Marketing Economy Government 80

Carson Wealth

JUNE 23, 2025

One of the longest bull markets ever was the 11-year bull market that started in 2009 after the Great Financial Crisis. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 78

Marketing Marketing Investments Investing 78

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 69

Marketing Marketing Economy Portfolio 69

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 72

Marketing Marketing Economy Portfolio 72

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 78

Marketing Marketing Economy Manufacturing 78

Trade Brains

OCTOBER 27, 2024

Previously, Reliance announced a 1:1 bonus issue in 2009, with similar issues in 1997. The company demerged Jio Financial Services Ltd in July 2023, further demonstrating its focus on reshaping its business structure. Earlier bonus shares were issued at varying ratios, including a 6:10 issue in 1983 and a 3:5 in 1980.

Financial Services 64

Financial Services Planning Investment Advisor Investments 64

Trade Brains

JUNE 12, 2025

He is a director at Temple Enterprise and holds a majority (60%) stake in Kusum Finserve, a financial services firm. Investments: His investment portfolio includes various business ventures, contributing to his overall financial growth. Business Ventures: Shah’s wealth is primarily driven by his business interests.

Wealth Accumulation 59

Wealth Accumulation Financial Services Valuation Assets 59

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.

Wealth Management 147

Wealth Management Management Estate Planning Planning 147

Calculated Risk

MARCH 13, 2023

Note: There were over 500 bank failures during and immediately following the GFC, and almost 300 in just 2009 and 2010. That was mostly due to default risk (poor performing MBS). I don't expect a large wave of failures now. From the FDIC: FDIC Establishes Signature Bridge Bank, N.A.,

Banking 130

Banking Financial Services Insurance Assets 130

Aleph

SEPTEMBER 9, 2024

That enabled me to look at the Five-Year Historical Data Pages, which gave me data series on important aspects of ATI’s business from 2009-2023. If you look at the graph at the top of this article, you will see how surplus declined 2009-2013. From 2009-2013, the implied expected loss plus LAE rate for new business was 81.2%.

Insurance 59

Insurance Financial Services Consulting Ethics 59

Mish Talk

DECEMBER 5, 2022

The rate of contraction was the fastest since August and among the sharpest on record (since October 2009). Struggling most of all is the financial services sector, though consumer facing service providers are also seeing a steep fall in demand as households tighten their budgets. "A

Economy 190

Economy Economics Manufacturing Clients 190

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 97

Marketing Marketing Economy Economics 97

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 143

Marketing Marketing Economy Numbers 143

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 97

Marketing Marketing Economy Numbers 97

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 97

Marketing Marketing Economy Retirement 97

Brown Advisory

SEPTEMBER 21, 2022

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio 86

Portfolio Manufacturing Financial Services Investments 86

The Irrelevant Investor

SEPTEMBER 12, 2019

There have been 17 separate 5% pullbacks since stocks bottomed in 2009. Okay, this is just a bit hyperbolic, but for people who don't work in the financial services industry, the chart below shows some of the headlines and quotes they might have read when they opened their computer during market declines.

Medical 52

Medical Portfolio Numbers Financial Services 52

Trade Brains

FEBRUARY 2, 2024

High FII Holding Stocks Under Rs 1000 High FII Holdings Stocks Under Rs 1000 #1: Max Financial Services Ltd. Max Financial Services Limited (MFSL) is a subsidiary of the Max Group. Five Star has been dealing in specialized financial services. 631.55 ₹ 47,352 41.61% Ujjivan Financial Services Ltd.

Healthcare 59

Healthcare Wealth Management Insurance Financial Services 59

Nationwide Financial

JUNE 5, 2023

And of those expecting a recession, the majority believe it will be as bad or worse than the Great Recession of 2007-2009. Plan for succession: An effective business succession plan is a critical risk management tool and an area where you can demonstrate the sophisticated guidance and value your services provide.

Economics 52

Economics Risk Management Clients Planning 52

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 52

Marketing Marketing Banking Economics 52

Steve Sanduski

DECEMBER 15, 2022

He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. “We became a pure RIA around 2009 and I’ve grown the firm as a boutique with a real focus on high-touch service and providing an exceptional experience for our clients.

Financial Advisor 52

Financial Advisor Planning Clients Investments 52

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 52

Banking Marketing Marketing Startup 52

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital IPO – About the Company The company was founded in 2009. Northern Arc Capital is a diversified financial services platform in India. In this article, we will look at the Northern Arc Capital IPO Review and analyze its strengths and weaknesses. Keep reading to learn about the company. crore – 2.4

Retail 52

Retail Assets Risk Management Management 52

Brown Advisory

AUGUST 25, 2017

billion in revenue in 1997 to nearly $30 billion today, is larger than its next 10 competitors put together, and most important to us, produced ROIC of over 20% each year in the past decade, apart from 2009. FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Portfolio 52

Brown Advisory

AUGUST 25, 2017

billion in revenue in 1997 to nearly $30 billion today, is larger than its next 10 competitors put together, and most important to us, produced ROIC of over 20% each year in the past decade, apart from 2009. FCF yield is a measure of financial performance calculated as operating cash flow minus capital expenditures.

Management 52

Management Valuation Financial Services Portfolio 52

The Irrelevant Investor

JANUARY 24, 2017

Investors, naturally, are a large piece of that pie; A 2013 study by the Consumer Financial Protection Bureau showed that financial service companies spent $17 billion in marketing. From the bottom in March 2009 through today, the path of returns and the final results have been virtually identical.

Advertising 52

Advertising Financial Services Marketing Marketing 52

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 52

Marketing Marketing Economy Manufacturing 52

The Better Letter

APRIL 29, 2022

Indeed, nearly everything that gets a lot of attention in the financial services business today is focused upon faster and phonier. business press, like public prosecutors , utterly failed to investigate and hold Wall Street players accountable in the years leading up to the financial crisis of 2008-2009.

Media 52

Media Advertising Accounting Management 52

Brown Advisory

SEPTEMBER 19, 2023

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio 52

Portfolio Financial Services Investments Investing 52

Brown Advisory

SEPTEMBER 19, 2023

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio 52

Portfolio Financial Services Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio 52

Portfolio Manufacturing Financial Services Investments 52

Brown Advisory

SEPTEMBER 21, 2022

This means that an overwhelming majority have withstood the early 2000s recession in developed markets, the 2008 to 2009 Global Financial Crisis, and the Covid-19 global pandemic. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Portfolio 52

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

Marketing 52

Marketing Marketing Economy Economics 52

Good Financial Cents

JUNE 11, 2023

Personal Capital is a financial management company that provides a range of financial services, including financial planning, investment management, and retirement planning. They were founded in 2009 and sold to Empowe for up to $1 billion in enterprise value.

Management 80

Management Investments Investing Accounting 80

Brown Advisory

AUGUST 8, 2018

In the multiyear bull market we’ve experienced since 2009, shareholders perceive these situations as persistently mediocre. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. Struggling under their own weight.

Assets 52

Assets Clients Valuation Education 52