Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. That’s well below the 209,000 average we saw back in December, and even below the 2019 pace of 166,000. Refinancings are down 65% from average 2019 levels.

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Economics Marketing Marketing Economy 69

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. Despite this, annual inflation fell from 5.4%

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Marketing Marketing Economy Investing 97

Carson Wealth

MARCH 11, 2024

Yet, longer-term investors have once again been rewarded for sticking to their investment plans. For perspective, monthly job growth in 2019 averaged 166,000. Compliance Case # 02150699_031124_C The post Market Commentary: Bull Keeps Going, 15 Years Since Global Financial Crisis appeared first on Carson Wealth.

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Marketing Marketing Economy Retirement 97

Sara Grillo

MAY 23, 2022

Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. It really spiked in 2018-2019. For advise on such matters, contact a legal or compliance advisor.

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Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 20, 2024

So any compliance people listening, I’m just spitballing here. When we first saw this in, I wanna say 2019, it’s like, oh, I get it. That’s Barry saying it. That’s not Mike. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them?

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Assets Management Portfolio Marketing 173

Sara Grillo

SEPTEMBER 26, 2022

Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. 2019, July 30). Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry. Zweig, Jason, and Fuller, Andrea.

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CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. 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. 2019, July 30). & Lee L. 1139 (1988).

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