Carson Wealth

JANUARY 8, 2024

Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 Another 20% gain is possible, however, as it has happened before four times.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 23, 2023

Compare that to the 2018-2019 pace of 1.7% The consumption numbers quoted above came amidst surging student loan payments. Compliance Case # 01945554 _102323_C The post Market Commentary: Another October Low Forming? Excluding shelter, the consumer price index for all other items increased at an annual pace of 2.7%

Marketing 143

Marketing Marketing Economy Retail 143

Steve Sanduski

MARCH 26, 2025

Dennis and Katie started their firm from scratch in 2018 and have grown it to more than $400 million in AUM. Whereas I focused more on the financial planning technology platform, how we’re going to migrate all the data, a lot of the operational items as well, because a large piece of my background is operations and compliance.

Communication 52

Communication Clients Compliance Financial Planning 52

Carson Wealth

MARCH 3, 2025

in 2024, well above the 2018-2019 average of 2.1%. These numbers are well ahead of the pace of inflation. Compliance Case # 7694111.1_030325_C The post Market Commentary: Good Riddance February, Hello March appeared first on Carson Wealth. Its too early to tell whether the January services spending data is a blip.

Marketing 78

Marketing Marketing Economy Government 78

The Better Letter

MARCH 18, 2025

Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime. And about 60 percent of national champions are one of the four number one seeds. A roulette wheel hitting the same number seven times in a row ( one in three billion ).

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. As a percentage of the workforce, the number of workers quitting their jobs is now at 2.4%, well below where it was a year ago and even lower than it was pre-pandemic. across 2018-2019. The economy continues to appear in good shape.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

NOVEMBER 6, 2023

But here’s some perspective on those numbers: Job growth was impacted by the United Auto Workers strike, which pulled manufacturing employment down by 33,000, and those jobs will return next month. Monthly job growth numbers can be noisy, and so the three-month average is helpful to review.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 17, 2023

The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. That’s still higher than the 2018-2019 average of about 3-3.5%. That comes out to a very impressive 12.2% average, not bad, not bad. Headline inflation rose 0.2% annual pace.

Marketing 98

Marketing Marketing Food Economy 98

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Clients 162

Clients Investing Investments Management 162

Midstream Marketing

MARCH 21, 2023

A 2018 BrightLocal study reviewed different local keyword searches and then averaged the click potential for the three main types of search results on page one and their relative merit. But what is the Google Local Pack, also known as the Google Map Pack or Google Three Pack?

Financial Advisor 52

Financial Advisor Investment Advisor Consulting Advertising 52

Carson Wealth

SEPTEMBER 9, 2024

Also, initial claims for unemployment benefits, which is one of the better leading economic indicators out there (if you had to pick one) still shows layoffs remain low, in line with what we saw in 2023 amid a strong labor market and even 2018-20019.

Marketing 73

Marketing Marketing Economy Economics 73

FMG

FEBRUARY 3, 2023

Once verification is complete, Google will send you a postcard with a unique PIN number to your firm’s physical location. In addition to categories, As of March 2018, businesses now also have the ability to add a business description to their Google Business Profile. This ensures you are not duplicating your efforts or your locations.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Trade Brains

JULY 12, 2022

Under the cap-and-trade program, the government allows a certain number of credits every year and beyond which companies cannot pollute. With compliance with the regulations and certification standards. In Crores Company 2018 2019 2020 2021 2022 Revenue ? So, the question arises from where do companies buy these credits?

Certification 52

Certification Consulting Clients Government 52

Carson Wealth

AUGUST 14, 2023

Year-over-year numbers can be misleading, because they’re dependent on year-old data, which is not particularly helpful to understand what’s happening currently. between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). However, monthly data can be noisy. Shelter inflation averaged 3-3.5%

Marketing 52

Marketing Marketing Food Economy 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest.

Certification 52

Certification Investing Investments Transportation 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. Furthermore, adherence and compliance with the criteria are largely determined by issuer and/or underwriter, posing a conflict of interest.

Certification 52

Certification Investing Investments Transportation 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Numbers may not total due to rounding. Numbers may not total due to rounding.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

JANUARY 1, 2023

We invested in five new companies during the year which was the most since 2018. We have looked at a number of potential opportunities especially in those providing services to the sector or intellectual property but nothing yet has passed all our tests.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically. LAYTON: — like a private equity firm. RITHOLTZ: That’s really interesting. LAYTON: Yup.

Clients 147

Clients Investing Investments Assets 147

Sara Grillo

MAY 23, 2022

A growing number of financial planners are operating their practices from a position that, to a higher extent than ever before, puts the client at the center and not only pushes the products aside but eliminates them from the offering. It really spiked in 2018-2019. ” Well, now it is. CODY GARRETT, CFP®: The advice.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Wealth Management

JUNE 11, 2025

Number 8860726. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. On July 30, 2018, Martin also created the MCC Irrevocable Trust (MCC Trust). Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Taxes 144

Taxes Wealth Management Estate Planning Distribution 144

The Big Picture

MARCH 27, 2023

So you retire in 2018. There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. RITHOLTZ: There’s safety in numbers. The numbers are correct. RITHOLTZ: All be fair, they’ve put up some pretty good numbers lately.

Assets 285

Assets Investing Investments Management 285

The Big Picture

AUGUST 20, 2024

If you recall, back in 2018, vol Mageddon, he was on the right side of that trade, made hundreds of millions of dollars for his firm in identifying a structural problem that was about to blow up. But before I leave the teal macro, I gotta ask you about the famous Vage trade in 2018. Tell us a little bit about that trade.

Assets 173

Assets Management Portfolio Marketing 173

The Better Letter

MARCH 16, 2023

2 Nobody knows for sure what the actual numbers are, but it is estimated that as many as 100 million NCAA Tournament brackets are filled out each year. Five 11-seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, and UCLA in 2021. The 11 and 10 seeds win 39 percent of the time.

Math 95

Math Numbers Medicine Marketing 95

The Big Picture

SEPTEMBER 10, 2024

So that’s, that’s number one. A term that we sort of invented in 2018, which I regret now. Because the claims numbers were better. I mean, 19 times, you know, next year’s numbers is, you know, which would be the end of the year is lower than what we’re trading today. You have to get compliance.

Valuation 162

Valuation Clients Investing Investments 162

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. 2018 Annual Shareholders Meeting The 2018 meeting will occur on Saturday, May 5, 2018, in Omaha, Nebraska. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

All the big brokerage firms have large compliance departments, and they should. 2018 Annual Shareholders Meeting. The 2018 meeting will occur on Saturday, May 5, 2018, in Omaha, Nebraska. Omaha is a nice weekend getaway with a number of attractions in addition to the annual meeting events.

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. Everybody knew the number but the appraiser. MILLER: The term back then was, here’s a good appraiser, good in air quotes and good translated into making the number. Just keep it fair.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

MAY 8, 2023

KEY POINT For advisors: When you look at the illustration and you see an illustrated rate that is 5, 6, 7% based on the maximum AG 49 rate, which is the cap applied to the historical data, as an advisor you should ask for a much lower number, such as 2-4%. Undisclosed #3 Try to ignore the illustration The illustrations are a distraction.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Carson Wealth

MARCH 24, 2025

Not All Corrections Become Bear Markets We found 13 official bear markets (down 20% from recent highs) going back to World War II, with many asking whether this could become number 14. Compliance Case # 7774026.1_032425_C The post Market Commentary: Markets Rally After Fed Meeting in Another Volatile Week appeared first on Carson Wealth.

Marketing 92

Marketing Marketing Economy Economics 92

Sara Grillo

SEPTEMBER 12, 2022

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). 2018, July 24).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Banking Management Marketing 147

Carson Wealth

FEBRUARY 18, 2025

We have yet to get updated February numbers, but it fell 5.4 Interestingly, we didnt see a similar increase in 2018 2019 amid the trade war, but this time around markets may be sensitive to the fact that were in a generally higher inflation regime. points in January to 104.1, the lowest level since last September.

Marketing 111

Marketing Marketing Economy Compliance 111

Carson Wealth

JANUARY 6, 2025

Charts #2 and #3: Broad-based Gains Supported by Fundamentals A lot has been written on how the S&P 500 is dominated by a small number of very large technology-oriented companies, sometimes called the Magnificent Seven. The S&P 500 fell over 6% in 2018 as the Fed tightened policy, and the trade war was raging.

Marketing 65

Marketing Marketing Economy Economics 65

Carson Wealth

JANUARY 21, 2025

These numbers are clearly over the Feds 2% target. y/y versus the 2018-2019 average of 3.6%. y/y versus the 2018-2019 average of 3.2%. However, more recent numbers look even better. Compliance Case # 7549095.1._012125_C This was a big relief for markets, with the S&P 500 rising 1.8% Headline CPI is up 2.9%

Marketing 76

Marketing Marketing Insurance Economy 76

Carson Wealth

OCTOBER 2, 2023

It helps to review the numbers to figure out the scale of the issue here. in 2018-2019 (about $4.5 Compliance Case # 01920524_100223_C The post Market Commentary: Why Stocks Could Rally by Year End appeared first on Carson Wealth. Americans paid an average $6 billion per month toward student loans in 2019. billion per month).

Marketing 96

Marketing Marketing Government Economy 96