Carson Wealth

MARCH 11, 2024

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.

Marketing 97

Marketing Marketing Economy Retirement 97

Indigo Marketing Agency

DECEMBER 18, 2019

Here are the top 10 financial services marketing companies you should work with in 2020. . If you’ve spent any time researching marketing for financial advisors, then you’ve probably seen this company’s name pop up a time or two. . FMG Suite was started in 2011 in San Diego, California (I worked there for several years!).

Financial Advisor 52

Financial Advisor Marketing Marketing Advertising 52

Walkner Condon Financial Advisors

MAY 12, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. That compares with a median return of 11.7%

Food 52

Food Executive Compensation Portfolio Management Communication 52

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. We bought ARM Holdings in July 2011 and held on even as oversupply slowed growth in smartphones sales. That compares with a median return of 11.7%

Food 52

Food Executive Compensation Portfolio Management Communication 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Brown Advisory

NOVEMBER 28, 2017

As we mentioned earlier, we don’t believe that it’s any easier to predict a recession than it is to predict a market correction, and we don’t build plans or base decisions on predictions about either. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

As we mentioned earlier, we don’t believe that it’s any easier to predict a recession than it is to predict a market correction, and we don’t build plans or base decisions on predictions about either. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Economy 52

Economy Clients Economics Management 52

The Big Picture

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. 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. It’s part of their own tax planning. SEIDES: I was independent.

Management 130

Management Investments Investing Government 130

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). For federal income tax purposes, structuring transactions and planning for capital gains exclusions related to QSBS are crucial. Speak with an attorney about tax planning with QSBS and trusts.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73

The Big Picture

JULY 8, 2025

What was the original career plan? And I had a great opportunity to get exposed to a lot of different industries, you know, from traditional manufacturers to telecom companies, financial services and everything in between. Because it, September of 2011, we had just gone through this debt fiasco.

Investments 26

Investments Investing Numbers Assets 26

Trade Brains

SEPTEMBER 6, 2023

Mid Cap Stocks With High FII Holdings For our study of ‘FII holding mid cap stocks’ we’ll look at companies from various industries such as financial services, logistics and healthcare. Its portfolio of services includes a wide range of treatments in the areas of gynaecology, oncology, pulmonology, neurology, cardiac, renal, and more.

Healthcare 59

Healthcare Manufacturing Sales Engineering 59

The Better Letter

JANUARY 26, 2024

To quote Jason Zweig paraphrasing Mike Tyson, “investors always have a plan until the market punches them in the face.” As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers.

Assets 105

Assets Valuation Marketing Marketing 105

Carson Wealth

APRIL 28, 2025

Early 1987, March 2009, August 2011 (after the US debt downgrade), and the COVID lows in March 2020. Simply put, its chaos, and its hard for businesses to plan around any of this. 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 Economy Manufacturing 78

The Big Picture

JANUARY 7, 2025

What was the original career plan? How does what’s happening with rates, impact endowments and pension plans? You, you launched Siebel Capital in 2011. There was not that many new entrepreneurs starting financial services companies. How does the oil price impact my sovereign wealth fund investors?

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. LINDZON: And … RITHOLTZ: I like your dad’s idea You should have created a business plan, just so you have it under your belt So now, I can’t imagine. LINDZON: No, so obviously, I did the business plan, I’m kidding.

Media 290

Media Investments Investing Valuation 290

The Big Picture

OCTOBER 3, 2023

We started on that plan in December of 16. So, 01:01:45 [Speaker Changed] But we had to get to the point where, you know, the house and, and, and, and, and Brady and, and Ryan who were, who were really two good tax experts, who spent enormous amount of time on tax, had to give up on what they thought was their primary plan.

Taxes 280

Taxes Banking Clients Management 280

The Big Picture

JANUARY 31, 2023

Like after I left Merrill and when I started at RenMac, if you couldn’t figure out by 2010 or 2011 that the sky is not always falling, you’ll never figure it out. We had financial crisis, double-dip recession fears, right? RITHOLTZ: And I think that sort of set a lot of the kind of trajectory over the next several years.

Economics 147

Economics Economy Marketing Marketing 147