Carson Wealth

AUGUST 28, 2023

Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. However, it’s important to remember that volatility is normal, even in bull markets, and it is the toll we pay to invest. In other words, stock market volatility can make you take your eyes off the prize of longer-term investing.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I also partner with E4 Insurance Services, a full-service brokerage agency to help noninsurance-oriented professionals (CFP’s, CFA’s, investment advisors, etc.)

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Investment spending is also rising, across high-tech, trucks, and aircrafts. Retail sales and food services rose 0.7% One month may be noisy, but even the three-month average shows retail sales rose 7% at an annualized pace.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

Consumption was Strong Retail sales rose at a 4.7% Core retail sales, excluding categories such as vehicle and gas station sales, rose at a 6.3% Even after adjusting for inflation, “real” retail sales rose at a 1.9% All indices are unmanaged and may not be invested into directly. Let’s walk through some of the highlights.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Retail sales rebounded in April. Residential investment makes up under 5% of the economy , but it’s been a drag on economic growth for eight straight quarters. drag from residential investment. Let’s focus on housing.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. in Colorado.

Clients 143

Clients Investing Investments Assets 143

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. See you in the next one!

CFP 80

CFP Financial Planner Ethics Financial Planning 80

SEI

SEPTEMBER 6, 2022

How digital assets are democratizing the world of investing. Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. Tue, 09/06/2022 - 16:15. Ventures (US). Pulse on the Future. Accessibility and open finance.

Assets 52

Assets Investing Investments Government 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Compliance 154

Compliance Clients Wealth Management Management 154

The Big Picture

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. So in 1999, I invested in this.

Media 281

Media Investing Investments Valuation 281

Carson Wealth

APRIL 22, 2024

Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Investors cannot invest directly in indexes. That doesn’t happen when labor is cheap.

Marketing 96

Marketing Marketing Economy Government 96