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Market Commentary: Late February Bumps are Normal

Carson Wealth

Last week’s weakness was mainly due to declines in large tech and communication services companies, while small- and mid-caps gained on the week. Prices for used cars, apparel, household furnishings, and prescription medicines have fallen recently. However, this is being offset by falling commodity prices, even outside of energy.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. All the big brokerage firms have large compliance departments, and they should.

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Transcript: Kathleen McCarthy

The Big Picture

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Right.

Assets 157
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Now, granted, I don’t think that that’s true.

CFP 59