Carson Wealth

AUGUST 7, 2023

The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The agency cited “the expected fiscal deterioration over the next three years, a high and growing general government debt burden, and the erosion of governance relative to ‘AA’ and ‘AAA’ rated peers” as reasons for the downgrade.

Marketing 52

Marketing Marketing Government Economy 52

Carson Wealth

OCTOBER 9, 2023

Overall income in the economy is dependent on three factors: Employment growth Hourly wage growth Number of hours worked All of the above are running strong, and so overall income growth across the economy is strong. A large part of the growth was government jobs (+73,000), but even the private sector created 263,000 jobs.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

JANUARY 29, 2024

The Economy Has Strong Momentum as 2024 Gets Going Two volatile components of GDP tend to be inventories and exports, but stripping those out leaves the underlying signal, which is “final demand,” or how much households, businesses, and government are spending. Real final demand, after adjusting for inflation, averaged 3% in 2023.

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

SEPTEMBER 6, 2023

In order to assure compliance with and adherence to the quality standards established by the industry and government agencies & departments, it also has a team of 61 engineers who are assisted by outside consultants and industry experts. Infrastructure is currently the government’s main priority.

Engineering 59

Engineering Government Budgeting Transportation 59

Carson Wealth

MAY 1, 2023

Here’s how the various components contributed to the headline number in the fourth quarter of 2022 and the first quarter of 2023. And the private sector demand can be calculated by excluding government. For perspective on the consumption numbers from the first quarter, the pace of growth was a lot faster than the 2.3%

Marketing 52

Marketing Marketing Economy Numbers 52

Good Financial Cents

AUGUST 12, 2023

EXPERT TIP: Consider starting small and gradually building your passive income portfolio. Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. Much of the employment growth over the past year has come from non-cyclical sectors, such as health care, education, and government, but only because these sectors lagged the initial recovery in 2021-2022. reported revenue growth, which are strong year-over-year numbers. median return.

Marketing 96

Marketing Marketing Valuation Economy 96

Brown Advisory

APRIL 22, 2021

We are enthusiastic investors in AI—specifically in a number of leading developers of essential AI technology, as well as users of AI applications (in a separate upcoming publication we plan to discuss in greater detail the opportunities we see in this space). A number of salient risks face companies in the AI arena.

Ethics 52

Ethics Compliance Government Clients 52

Brown Advisory

APRIL 22, 2021

We are enthusiastic investors in AI—specifically in a number of leading developers of essential AI technology, as well as users of AI applications (in a separate upcoming publication we plan to discuss in greater detail the opportunities we see in this space). A number of salient risks face companies in the AI arena.

Ethics 52

Ethics Compliance Government Clients 52

Carson Wealth

MAY 13, 2024

The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. A diversified portfolio does not assure a profit or protect against loss in a declining market. A year ago, it was up 4.4%.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

MARCH 20, 2023

A high number indicates worry is increasing about a bank’s solvency. The deal is for approximately $3 billion, with the Swiss government providing 9 billion Swiss francs to backstop potential losses. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Banking 52

Banking Marketing Marketing Compliance 52

The Big Picture

SEPTEMBER 19, 2022

And from a public market, that sounds like it’s a compliance and conflict nightmare. WENGER: No, we’ve definitely always been disciplined on valuation, and we’ve let a number of things go. WENGER: Well, if you look at World War II, the government went to Ford and said, “We need you to build airplanes, not cars.”

Valuation 296

Valuation Investing Investments Engineering 296

The Big Picture

DECEMBER 6, 2022

People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. I was employee number 10. BERRUGA: I mean, cybersecurity is one of our highest conviction themes right now, for a number of reasons, Barry. RITHOLTZ: And where are we now?

Clients 154

Clients Investing Investments Management 154

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 143

Numbers Management Banking Marketing 143

Brown Advisory

JANUARY 1, 2023

We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015. 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

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. RITHOLTZ: But did the oversight, the governance get it? SEIDES: The success of that governance. Or at least the top, pick a number, 30, 40%. They really did.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 23, 2023

So, we’ll take elements or particular strategies from each part of our discretionary strategy and match it with con strategy and return it to clients because we understand and we work with them on their portfolio, the exposure, what they need to achieve, their risk management to create something that is a spoke for them. And technology on.

Clients 154

Clients Management Engineering Investing 154

Sara Grillo

FEBRUARY 13, 2023

ESG vocab Before we get into it, let’s start with some basic definitions: ESG: ESG stands for “Environmental, Social, and Governance” and it’s a style of investing that purports (but does not, in reality) save the world from its evils. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2%

Investing 72

Investing Investments Clients Portfolio 72

Brown Advisory

JUNE 14, 2017

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Management 52

Brown Advisory

JUNE 14, 2017

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This is why we believe that competent research and portfolio management are so important today.

Compliance 52

Compliance Retail Clients Management 52

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 143

Clients Investing Investments Assets 143

Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. 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 Compliance 52

Brown Advisory

JUNE 2, 2021

The opportunity set for global sustainable fixed income investing comprises a large and growing amount of debt issued by companies, governments and other entities committed to sustainable practices. 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 Compliance 52

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. billion.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. RITHOLTZ: Right. You don’t have to worry about third parties. You can be very rational.

Investing 259

Investing Investments Numbers Banking 259

Sara Grillo

SEPTEMBER 26, 2022

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. What do they have, 90000 plus CFPs? It seems a little bit odd to me.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59