Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).

Ethics 239

Ethics Education Financial Advice Taxes 239

Carson Wealth

NOVEMBER 4, 2024

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). We just didn’t know how much.

Marketing 95

Marketing Marketing Economy Numbers 95

Nerd's Eye View

MAY 22, 2024

With these factors in mind, the Federal Trade Commission (FTC) in April of 2024 announced a final rule banning most non-competes nationwide that is expected to take effect (pending legal challenges) on September 4, 2024.

Financial Advice 246

Financial Advice Commission Clients Financial Advisor 246

Carson Wealth

MAY 20, 2024

April inflation data confirmed there is no need to panic about the first-quarter numbers. On Track for Interest Rate Cuts in 2024 As Powell recently reiterated, inflation data has yet to make Fed members confident that inflation is headed back to their 2% target, which means they’re unlikely to cut rates at their June or even July meeting.

Numbers 96

Numbers Marketing Marketing Insurance 96

Risk Management Guru

NOVEMBER 20, 2023

Here are 10 key highlights regarding risk management in financial services during 2023: Increased focus on operational risk : Operational risk has become a major focus of attention for financial services firms, due to the increasing number of cyberattacks and other operational failures.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. Compliance Case # 7521978.1._011325_C

Marketing 68

Marketing Marketing Economy Compliance 68

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

Marketing 86

Marketing Marketing Investing Investments 86

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. As of September 2024, The National Stock Exchange has nearly 2200+ companies listed on its exchange. As of March 31, 2024, its high-speed network connected over 225,718 terminals across India.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

AUGUST 5, 2024

Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Missed in this news flow was a stronger-than-expected productivity number reported Thursday, something we’ve been expecting all year. Stocks fell and bonds rallied as yields fell.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

Marketing 142

Marketing Marketing Economy Compliance 142

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. As scary as last week was, even the best years tend to see volatility and some scary headlines, so to think 2024 would be any different was probably foolish. pullback we’ve seen in 2024 in better perspective. That puts the 11.5%

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

Marketing 96

Marketing Marketing Economy Numbers 96

Harness Wealth

FEBRUARY 5, 2025

The Internal Revenue Service (IRS) adjusts FEIE exclusion amounts annually based on inflation, with the exclusion amounts for the past 5 years being as follows: Tax Year FEIE Amount 2025 $130,000 2024 $126,500 2023 $120,000 2022 $112,000 That said, the FEIE only applies to foreign earned income, with foreign passive income ineligible for exclusion.

Taxes 52

Taxes Compliance Accounting Government 52

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right? However, this may be changing.

Marketing 86

Marketing Marketing Economy Manufacturing 86

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. If your company was formed before 2024, you can skip this section. Starting at $1,500 per year.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Carson Wealth

DECEMBER 9, 2024

The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, among the most ever as well. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000).

Marketing 62

Marketing Marketing Economy Manufacturing 62

The Better Letter

MARCH 18, 2025

Between 1985 and 2024, there were 8.5 Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Nigl’s bracket finally went bust on game 50 (the third game on the second weekend) when three seed Purdue defeated number two Tennessee, 99-94, in overtime.

Numbers 75

Numbers Marketing Marketing Medicine 75

Carson Wealth

JUNE 10, 2024

2024 is one of the better starts to a year ever, but you’d never know it if all you looked at were the headlines. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. MAY”be we have a positive signal from the strong May. Did you see what I did there?

Marketing 142

Marketing Marketing Economy Numbers 142

Carson Wealth

MARCH 3, 2025

Thats just about half the contribution we saw in 2023 and 2024. We saw the same drop in January 2024, but services consumption picked up and eventually rose 2.9% in 2024, well above the 2018-2019 average of 2.1%. These numbers are well ahead of the pace of inflation. Is It Time To Worry About Consumption?

Marketing 70

Marketing Marketing Government Economy 70

Carson Wealth

OCTOBER 14, 2024

More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever. Nonetheless, the S&P 500 is now up to 45 all-time highs in 2024, which already ranks as the ninth most ever.

Marketing 95

Marketing Marketing Numbers Food 95

Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

OCTOBER 23, 2023

Fast forward 12 months and not only did we not have a recession, but economic growth has accelerated over the past quarter and is showing strong momentum as we head into 2024. The consumption numbers quoted above came amidst surging student loan payments. That’s right, a recession was all but certain. real growth in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. But the odds favor more green numbers.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JANUARY 29, 2024

We expect rate cuts in 2024, perhaps starting in May. With many investors worried stocks have gone too high too fast, this shows those concerns may be overblown and this bull market should continue to move higher in 2024. This is likely to continue into 2024. Economy: This Time Was Different, and That’s a Big Deal The U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

AUGUST 19, 2024

Given stocks are up more than 14% this year currently, we do expect to see potentially more gains before 2024 is over. We didn’t expect 2024 to be any different and sure enough, it hasn’t been. Those numbers were the underpinning of a large upside surprise in July retail sales. But are we out of the woods yet? We don’t think so.

Retail 95

Retail Marketing Marketing Sales 95

Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

NOVEMBER 20, 2023

In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue. In fact, by spring of 2024, the Fed could even start considering rate cuts.

Marketing 95

Marketing Marketing Economy Distribution 95

Trade Brains

OCTOBER 18, 2024

As of September 2024, the country has seen 123 Initial Public Offerings (IPOs) in BSE. This number is more than four times that of the IPOs in 2020. According to a 2024 Citigroup report, AI could boost global banking industry profits to $2 trillion by 2028. Regulatory compliance costs continue to rise. lakh crore.

Banking 52

Banking Economics Investments Investing 52

Carson Wealth

OCTOBER 7, 2024

The 12 months ending September 2024 saw the S&P 500 gain an incredible almost 35%, for one of the best 12-month returns in recent history. Strong Job Numbers Are Good News for the Economy and Markets There’s been valid concern that employment conditions are deteriorating, ever so slowly. in April 2023 to 4.3% in July of this year.

Marketing 95

Marketing Marketing Economy Economics 95

The Big Picture

JANUARY 21, 2025

Barry Ritholtz : The the funny thing is, the behavioral aspect of mutual funds seems to have been when people finally learn about a manager who’s put up great numbers, by the time it makes to make makes it to Forbes, hey, most of that run is probably over and a little mean reversion is about to kick in.

Investing 147

Investing Investments Management Retirement 147

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later.

Investments 52

Investments Investing Portfolio Compliance 52

Carson Wealth

JULY 8, 2024

In fact, this has already held true for 2024, since the S&P 500 has already made a new all-time high in July.) These numbers can and will be revised, and so it helps to look at the 3-month average. The Fed Needs to Act The upshot of all those numbers is that the labor market remains healthy, but risks are rising.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

Marketing 96

Marketing Marketing Economy Manufacturing 96

Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. As it turns out, 73% of companies exceeded earnings estimates, and another 65% beat on revenues — both numbers are above recent and long-term averages.

Marketing 96

Marketing Marketing Valuation Economy 96