Carson Wealth

AUGUST 5, 2024

The unemployment rate came in above expectations at 4.3%, the highest level since early 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

JANUARY 8, 2024

So, although last year was quite the run, we need to remember just how bad 2022 was. The last time the S&P gained 20% (2021), stocks moved into a bear market the following year (2022), but the nine years before that (and 10 of the last 11) markets gained after a 20% year. million jobs. While that is lower than the 4.8

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 3, 2025

Those other times we saw fear similar to this were times like the recession and near bear market of 1990, October 2008 and March 2009 during the Great Financial Crisis, and the end of the bear market in 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

AUGUST 12, 2024

We saw both strong services data and a move lower in initial jobless claims, sparking the big late week rally. In the end, Monday was the worst day since September 2022, while Thursday was the best day since November 2022. But point to point, the S&P 500 ended the week almost exactly where it began.

Marketing 95

Marketing Marketing Numbers Economy 95

SEI

SEPTEMBER 13, 2022

Tue, 09/13/2022 - 13:24. In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. Introducing the security management partner. Case study. vlaskowski.

Management 52

Management Financial Services Compliance Budgeting 52

SEI

AUGUST 17, 2022

Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. Wed, 08/17/2022 - 09:08. A 27-year SEI veteran, Ewing will continue to report to CEO Ryan Hicke and brings more than 40 years of financial services experience, spanning the wealth management, trust, custody, and securities servicing industries.

Financial Services 52

Financial Services Compliance Commission Assets 52

Carson Wealth

SEPTEMBER 18, 2023

As the chart below shows, the primary driver of disinflation over the past year, from a peak of 9% in June 2022 to 3% in June 2023, was falling energy prices. Housing inflation ran at an annualized pace of 8-10% between June 2022 and February 2023. Inflation, as measured by the Consumer Price Index (CPI), rose 0.6%

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

SEPTEMBER 11, 2023

in 2022 during a horrible bear market and 4.8% before the pandemic and above the historical average of 3.1% (1947-2022). As of the fourth quarter of 2022, the major holders of U.S. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

JUNE 10, 2024

annualized, but well off the red-hot levels of 10%+ in 2021-2022 (when inflation surged), so the Fed should have little concern that the current rate could drive inflation higher. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Numbers 143

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Chief Compliance Officer. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Trade Brains

SEPTEMBER 26, 2024

This model encompasses exchange listings, trading services, and clearing and settlement processes. It also includes indices, market data feeds, and financial education offerings. NSE also oversees compliance by its members and listed companies with relevant rules and regulations. crores in 2022 before settling at ₹968.46

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

MAY 13, 2024

We’ve been overweight equities since December 2022 and remain there today, as we expect to see stocks move to new highs this summer and the bull market to continue. Importantly, it did not point to a recession in 2022 or 2023, which is why we maintained that the U.S. Housing is no longer a drag, as it was in 2022 and most of 2023.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

NOVEMBER 27, 2023

billion in October, which was more than in October 2022 at the bottom of a vicious bear market. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Retail investors sold stocks to the tune of $15.6

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

MARCH 4, 2024

At Carson, we have been overweight equities since late 2022. As of the fourth quarter of 2023, ECI for private sector workers was running at an annualized pace of 3.7%, well below peak levels in 2022 to early 2023. The average return for those years was 21.2%. It’s only slightly elevated relative to the 2017-2019 average of 2.9%.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Another Reason to Rejoice It took more than 15 months for the S&P 500 to rebound from the lows of the bear market in October 2022 to the new highs set two weeks ago. This was a long wait for investors.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JULY 24, 2023

Amazingly, the economy accelerated after a poor first half of 2022 even as the Federal Reserve hiked rates aggressively, taking the federal funds rate from 0.25% to 5.25%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

OCTOBER 30, 2023

Surging interest rates crushed the housing market in 2022, which was not unexpected. In any case, this dynamic is likely to continue and even if housing doesn’t contribute much to GDP going forward, it’s unlikely to impede the economy as much as it did in 2022. Median net worth rose 37% between 2019 and 2022.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

OCTOBER 14, 2024

Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

FEBRUARY 26, 2024

billion in the fourth quarter of 2022. It gained more than 16% on Thursday, the day after the company reported earnings and is up almost 60% year to date after a spectacular 2023 (following a very weak 2022, like many tech companies). Sales more than tripled compared to one year ago, clocking in at $22.1 billion versus $6.2

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

MAY 20, 2024

Broad commodity prices are not surging like they did in 2022 (oil prices have fallen close to 10% since early April), which means a commodity-driven supply shock is not in the cards for now. Market-implied expectations for future inflation are consistent with the Fed’s 2% target and well off their 2022 peak.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

SEPTEMBER 30, 2024

By the way, with the revision there was no “technical recession” in 2022. The prior data showed that GDP growth was negative in Q1 and Q2 of 2022, prompting a hue and cry from the bears who were apoplectic that a recession wasn’t “called.” Never mind that most economic indicators pointed away from a recession even in mid-2022.

Marketing 96

Marketing Marketing Manufacturing Economics 96

Sara Grillo

JUNE 17, 2024

The early 2000s shows 8%+ROR, interest rates went to 0% in 2022. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Underperformed the illustration by 4%. That’s trouble.

Insurance 59

Insurance Financial Advice Math Compliance 59

Carson Wealth

APRIL 15, 2024

Gas prices have risen this year, but we’re a long way away from the energy price surge of mid-2022. At its peak in August 2022, inflation for restaurant meals was as high as 9%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 97

Marketing Marketing Food Insurance 97

Carson Wealth

NOVEMBER 20, 2023

Headline inflation has pulled all the way back from 9% year-over-year in June 2022 to 3.2% Inflation broadened significantly for these items by September 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. in October.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

MAY 6, 2024

It’s clear how inflation broadened out in June 2022 relative to December 2019. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. In June 2022, 58% of categories had inflation rates above 4%. Encouragingly, the distribution is narrowing once again.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JULY 17, 2023

Energy prices drove the inflation surge in 2022, especially after Russia’s invasion of Ukraine. Rental inflation was averaging a 9% annual pace between June 2022 and February 2023. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Food Compliance 98

SEI

SEPTEMBER 21, 2022

Wed, 09/21/2022 - 09:16. The FFIEC Cybersecurity Assessment Tool (CAT) is a method used to measure a financial institution’s cybersecurity risk and preparedness over time. Auditors increasingly request institutions to complete the assessment to demonstrate compliance, making CAT widely used across financial services.

Financial Services 52

Financial Services Compliance Clients Banking 52

Carson Wealth

MARCH 11, 2024

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. The big “risk” right now is that people continue to underestimate the strength of the economy, even as the consensus moves toward where the economy has actually been since late 2022.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. If a worker can get higher pay by switching jobs, which is what happened in 2021-2022, employers may have to pony up more to keep them. at the end of 2022 to 2.6% What’s Next?

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

APRIL 8, 2024

However, a break in early 2022 indicated elevated odds that the rest of the year could be dicey. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. However, wage growth has eased since 2022, and that hasn’t changed despite the recent acceleration in hiring.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 2, 2024

Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks. in October 2022 and causing a heap of pain since the summer of 2020. The year 2022 was painful across asset classes (sorry to bring it up!),

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

SEPTEMBER 16, 2024

You have to go back to mid-October 2022 and the end to that vicious bear market for the last time we saw a reversal like that. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. about 90 minutes into the trading session.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

JULY 8, 2024

In other words, it isn’t easy to find a job if you’re looking for one right now, a very different situation from what we saw in 2021/2022 through early 2023. What’s likely happening is that companies did a lot of hiring in 2021/2022 (maybe too much) and are now easing up. for 7 months now. It averaged 1.2%

Marketing 97

Marketing Marketing Economy Numbers 97

Sara Grillo

JUNE 24, 2024

Money market rates crashed to zero (0%) in 2022 due to Covid-19. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. That is a mathematical impossibility.

Insurance 59

Insurance Math Financial Advice Compliance 59

Carson Wealth

AUGUST 19, 2024

While the weekly jobs data on unemployment insurance claims continued to allay some concerns of a weakening job market, industrial production pulled back and has been easing since 2022 despite supportive fiscal policy. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

APRIL 17, 2023

Over the past year, inflation has risen 5%, well off the peak of 9% from June 2022. Energy makes up about 7% of the inflation basket, split almost equally into commodities, such as gasoline, and services, such as electricity and piped gas. As the chart below shows, declining energy and food prices have pushed inflation down.

Marketing 98

Marketing Marketing Food Economy 98