Carson Wealth

AUGUST 7, 2023

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The first downgrade in 2011 did little to change that, and we don’t expect the second downgrade to either. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Government Economy 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Carson Wealth

JUNE 12, 2023

In fact, our LEI held close to the lows seen over the last decade, especially in 2011 and 2016, after which the economy and the stock market recovered. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

NOVEMBER 12, 2015

As always we look to balance your assets between a liquid operating fund for current needs, a core investment portfolio for long-term preservation or appreciation, and an opportunistic pool for timely investments, taking into account your long-term investment objectives as well as any nearterm requirements for funds.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investments Investing Government 130

Sara Grillo

JUNE 20, 2022

And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. Okay, how did you wind up being an Edward Jones financial advisor? At whatever point in the past you were… Tell me. NATE PENHA: This. Can I introduce you? Or can I have it reach out? NATE PENHA: Souter.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

The Big Picture

JUNE 27, 2023

By the time you got to ’87, right, the futures were five years old, people thought there was going to be portfolio insurance, that there was going to be this massive, always liquidity that you could stay longer stocks and that you could sell futures against it. RITHOLTZ: Or the flash crash in 2010 and 2011.

Math 147

Math Risk Management Marketing Marketing 147

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

Investments 52

Investments Investing Ethics Taxes 52

Carson Wealth

APRIL 14, 2025

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. A Dash for Cash Instead, the rise in rates is likely due to portfolio managers at hedge funds liquidating positions.

Economics 83

Economics Marketing Marketing Banking 83

Carson Wealth

APRIL 28, 2025

Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. It just means portfolios may have to be more robustly diversified than they were in the past. That in and of itself is a big reversal from how we positioned portfolios over the last couple of years.

Marketing 78

Marketing Marketing Economy Manufacturing 78

The Big Picture

MAY 16, 2023

If you were alive and writing checks in 2006 to 2011. LINDZON: Tries to meet Twitter’s quarter in 2011 comes home with like a 30 mil. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. And now it’s a different world. RITHOLTZ: Hard not to make money.

Media 290

Media Investments Investing Valuation 290