Carson Wealth

SEPTEMBER 9, 2024

2016 and 2020 both saw stock weakness ahead of contentious elections, only to see stocks soar at the end of the year once the election uncertainty was behind us. Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth.

Marketing 72

Marketing Marketing Economy Economics 72

Indigo Marketing Agency

JANUARY 25, 2022

First, your campaign about volatility is likely to get twice as many views and shares as your other campaigns, as we can see in this example from back in 2016. It’s normal to feel uncomfortable when the market is down, especially if you’re approaching retirement. Be sure to get it approved by compliance before sending.

Communication 52

Communication Clients Marketing Marketing 52

Brown Advisory

JANUARY 4, 2016

Mon, 01/04/2016 - 13:57. Institutions, of course, represent the interests of millions of individual investors, whether through mutual funds, retirement plans, insurance companies or other investment accounts. Investment Perspectives | Unicorns: Beyond the Myth. A New Model.

Investing 52

Investing Investments Numbers Valuation 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right? SEIDES: In 2016. Let’s jump to my favorite questions that I ask all of my guests, some of which I think I’m ready to retire. RITHOLTZ: Yeah.

Management 130

Management Investing Investments Government 130

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. We funded this position by selling Otis’ peer, Schindler, an investment that we had in the portfolio since 2016. 5 on a net of fees basis.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

JANUARY 21, 2025

It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. I realized I had enough to retire if I wanted to. 00:29:38 [Speaker Changed] So, humble Dollar was launched right at the end of 2016. But learning how to spend in retirement.

Investing 147

Investing Investments Retirement Management 147

The Big Picture

MARCH 27, 2023

So you retire in 2018. Before that, 2016, the energy crisis, same. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. But it was not a liquidity issue. ’08 And bonds were trading at huge discounts because there were no buyers anymore.

Assets 285

Assets Investing Investments Management 285

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. Swedroe cites a study by Greg Richey from the Summer 2016 issue of The Journal of Investing. 2016, May). 2016, July 25). link] Richey, Greg.

Investments 72

Investments Investing Clients Portfolio 72

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. And if I’m gonna run through that language and, and help explain it, the single biggest contributor to that research was actually a 2016 paper by Lace Peterson, an A QR brilliant individual who wrote a paper called Sharpening the Arithmetic of Active Management.

Assets 173

Assets Management Portfolio Taxes 173

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.

Wealth Management 144

Wealth Management Retirement Planning Assets 144

The Big Picture

JANUARY 24, 2023

I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. I mean, so you just have to live through all this stuff.

Investing 263

Investing Investments Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: Just, I’m not a big Instagram fan, and I’m certainly not a Facebook fan, but I’m on Threads waiting for compliance to give me approval to start threading, tweeting, I don’t even know what you would call it. RITHOLTZ: 44, I mean, it’s there for the taking. MILLER: Right. RITHOLTZ: Really?

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Along his journey he has been quoted in the following publications: The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Retirement Report, TheStreet.com, Cheddar.TV, Crain’s Detroit Business and MarketWatch.com; among others. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59