Carson Wealth

JANUARY 13, 2025

The last two highlight the challenges of keeping up with changing markets and technology, as GM declared bankruptcy in 2009 and Kodak in 2012. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7521978.1._011325_C

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

JUNE 30, 2025

The Case-Shiller National home price index declined by a cumulative 26% between 2007 and 2012—it’s unlikely we see anything of that magnitude in this cycle. 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 Investing Investments 78

Carson Wealth

APRIL 1, 2024

Looking more closely at the data above, we noticed only 1976 and 2012 were election years and the market returned 4.6% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. and 1.3%, respectively.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

APRIL 8, 2024

This is only the eighth time that has ever happened and the first time since the first quarter of 2012 (also an election year). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. on average.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. You still had 2012 to 2017 to finish the bet. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. And at the time, I was managing Protege Partners as a hedge fund of funds.

Management 130

Management Investing Investments Government 130

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. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. About Scott Salaske. & Lee L.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right?

Numbers 147

Numbers Banking Management Marketing 147