Carson Wealth

FEBRUARY 20, 2024

Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. 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. With respect to policy, we still expect rate cuts in 2024. Headline CPI rose 0.3%

Marketing 96

Marketing Marketing Economy Medicine 96

Steve Sanduski

AUGUST 27, 2024

On today’s show, Lisa and I dig into the details of Schwab’s 2024 Benchmarking Study , paying particular attention to the five Guiding Principles for Advisory Firm Success that Lisa says separate good firms from the best of the best. Lisa Salvi and I discuss: Intentionally creating and managing your brand.

Strategic Planning 59

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Harness Wealth

OCTOBER 11, 2023

In fact, cybersecurity has become such an important issue for the accounting industry that, starting in 2024, the CPA exam will include a new section specifically focusing on information systems and controls, ensuring all new accountants have the technological knowledge needed to properly protect sensitive information.

Accounting 59

Accounting Taxes Clients Communication 59

Carson Wealth

AUGUST 21, 2023

High-tech equipment (computers, communication equipment, semiconductors) production is surging once again, rising more than 7% over the first seven months of this year for a cumulative gain of 20% since February 2020 (pre-pandemic). Production of medium and heavy trucks is also moving up, rising 14% this year.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

SEPTEMBER 10, 2024

And so it’s, it’s sort of managing that, all of those different constituents with communication. And pretty much, you know, July and August, that’s about what we’ve seen in 2024. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.

Valuation 162

Valuation Clients Investing Investments 162

Sara Grillo

MARCH 16, 2024

Transparency is the single most powerful force that exists in realm of human communication. pricing, technology, compliance) as they build their transparent advice businesses.” Flat fee advisor “Highly qualified community with a shared vision for fairness, honesty, and transparency for clients. I look forward to more!

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

The Big Picture

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. We wanna be sure that our communications tools leverage large language models so they can be highly personalized.

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Clients Portfolio Financial Advisor Investing 147

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. That is really unusual for a person with your role in a firm as large and buttoned down as BlackRock.

Economy 147

Economy Numbers Marketing Marketing 147

Abnormal Returns

DECEMBER 30, 2024

downtownjoshbrown.com) Five big compliance trends in 2024 including fines for off-channel communications. (slate.com) Wealth matters when it comes to longevity. wsj.com) Advisers The wealth management rush into private credit and private equity is on fast forward. kitces.com) Why RIAs need to embrace the trust business.

Clients 147

Clients Wealth Management Compliance Communication 147

Carson Wealth

JULY 15, 2024

Carson Investment Research has released its Midyear Outlook 2024: Eyes on the Prize. Here’s a quick look at what we said in our Outlook 2024 , penned back in November 2023, what’s actually happened, and what we’re expecting over the rest of the year here at midyear. So far so good. What happened: The Fed ended its hikes.

Investing 97

Investing Investments Marketing Marketing 97

Carson Wealth

AUGUST 26, 2024

While not in any way a formal policy meeting, Jackson Hole has often provided the Fed chair with an opportunity to communicate policy shifts, and this meeting did not disappoint with a significant policy pivot. If the Fed follows through on Powell’s Jackson Hole policy shift, we think it likely we’ll see it again in 2024.

Marketing 95

Marketing Marketing Economy Communication 95

Carson Wealth

DECEMBER 16, 2024

We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. We think so and continue to expect a potential year-end rally and more new highs before 2024 is officially in the books. Should you still believe in Santa?

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

JANUARY 6, 2025

Well kick off the year by looking back at a few of our favorite charts for 2024. Favorite Charts From 2024 Last Tuesday, December 31, was the final trading day of the year. The Carson Investment Research Team put their heads together and chose some of the charts we thought best tell the story of 2024.

Marketing 64

Marketing Marketing Economy Economics 64

Carson Wealth

SEPTEMBER 3, 2024

As we’ve been noting all summer, election years tend to see summer rallies and that has played out nicely once again in 2024. We’ve long said that the next stage to this bull market will be a broadening out of the rally, and not just the high-flying tech and communication services names doing well.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

JULY 22, 2024

President Biden’s withdrawal from the 2024 presidential race does not change our view of the election’s impact that we presented in our Midyear Outlook. The change in the Democratic ticket does not change our fundamental view of the election, which we discussed at length in our recently released Midyear Outlook 2024: Eyes on the Prize.

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Carson Wealth

DECEMBER 30, 2024

Old investing maxim This is our last market commentary of 2024, and it may be the most important. In fact, in the second half of todays commentary we look back at the recommendations we shared at the beginning of the year in our 2024 Outlook and how they turned out. With that, heres the verdict on 12 calls we made in our 2024 Outlook.

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