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.

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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?

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Harness Wealth

NOVEMBER 12, 2024

The 2024 contribution limit for a Roth IRA or traditional IRA is $7,000. The 2024 contribution limit for a Roth 401(k) or Traditional 401(k) is $23,000. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. For 2024, the FSA contribution limit is $3,200.

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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.

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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.

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Trade Brains

MAY 14, 2024

Go Digit IPO Review 2024: Go Digit is coming up with its IPO issue of Rs. Cr which will open on 15th May 2024. The issue will close on 17th May and be listed on the exchange on 23rd May 2024. This article will analyze the strengths and weaknesses of the Go Digit Ltd Limited IPO Review 2024. Keep reading to find out!

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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. A diversified portfolio does not assure a profit or protect against loss in a declining market. But were going to face some uncertainty in 2025, for two reasons.

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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%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Consensus has moved toward our view in 2024, but we still see quite a bit of gloom out there, with several strategists holding to their recession calls.

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Carson Wealth

MARCH 10, 2025

Stocks Fell Again The S&P 500 had a late week bounce on Friday last week, but still fell more than 3% for the week for the worst week for the index since early September 2024. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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Carson Wealth

DECEMBER 4, 2023

Inflation continues to come back to earth, suggesting it will no longer be a headwind in 2024. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. On top of that, we expect disinflation to continue into 2024. What sparked the historic rally? in 2023 and 2.6% 5.50% to the 4.0-4.25%

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Trade Brains

SEPTEMBER 22, 2024

LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. The average ticket size as on June 30th 2024 was around 30 lakhs. Most of their portfolio consists of salaried customers with low risk. in FY23.

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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.

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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.

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Carson Wealth

AUGUST 12, 2024

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. We don’t expect 2024 to be any different. peak to trough intra-year as well. That puts the 11.5% rally and 8.5%

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Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you.

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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.

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Carson Wealth

SEPTEMBER 30, 2024

With earnings hitting new highs and the economy continuing to expand, it’s no wonder stocks have hit 42 new all-time highs in 2024. October is the worse month during an election year and after the incredible run stocks have seen so far this year, we wouldn’t be surprised at all if we saw some usual October volatility in 2024.

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Carson Wealth

SEPTEMBER 25, 2023

The expectation for GDP growth in 2024 was also increased from 1.1% The Fed had projected some rate cuts in 2024, but expectations for a stronger economy has caused those projections to fall. In June, the Fed projected the 2024 rate at 4.6%, implying 1% worth of cuts. and the 2024 rate up from 4.1% by the end of 2024.

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Carson Wealth

AUGUST 5, 2024

Source: Bureau of Labor Statistics 8/2/2024 All eyes were on the unemployment rate in this report, which has been creeping higher over the past several months. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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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. A diversified portfolio does not assure a profit or protect against loss in a declining market. That’s right, a recession was all but certain.

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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. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. by the end of the first quarter, which is a little different than the approximately 10% gain so far in 2024.

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Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. The 2024 estimate was revised from 2.6% They moved the 2024 rate estimate from 5.1% That is why we seek to control risk in our portfolios.

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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% In fact, we believe expectations for rate cuts in the first six months of 2024 will increase. Combined with easing housing inflation, all signs point to inflation falling further in 2024. at year-end.

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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. year over year as of the second quarter of 2024, versus 4.6% Employment between April 2023 and March 2024 was revised down by 818,000. In fact, consumer credit is up only 1.6%

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Harness Wealth

JANUARY 9, 2025

Strategy Contribution Limit (2024) Advantages Disadvantages Backdoor Roth IRA $7,000 ($8,000 if 50+) Circumvents income limits for Roth IRA, providing increased tax-free growth Low annual limit and pro-rata rule complications. However, Roth 401(k)s are subject to RMDs starting at age 73 unless rolled over into a Roth IRA.

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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. A diversified portfolio does not assure a profit or protect against loss in a declining market. Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns.

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Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Fed officials upgraded their economic growth projections for 2024 from 1.4% Their nominal GDP growth forecast for 2024 (real GDP growth plus inflation) increased from 3.8% to 2.1% (real GDP growth).

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Carson Wealth

FEBRUARY 20, 2024

Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. The timing of the first cut has been pushed out to June and investors are pricing in about four rate cuts in all of 2024, equivalent to 1%. With respect to policy, we still expect rate cuts in 2024. Headline CPI rose 0.3%

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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. A diversified portfolio does not assure a profit or protect against loss in a declining market. But are we out of the woods yet?

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Random Roger's Retirement Planning

OCTOBER 20, 2024

My hunch is that it got posted before a proper compliance review and was taken down. If an investor put 50% of their portfolio into PSLDX then in theory they have a 100% allocated stock and bond portfolio. There was a consensus among the group that trend has tended to be the best answer to "porting" alpha into a portfolio.

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Carson Wealth

MAY 6, 2024

The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. In March 2024, 36% of categories had inflation rates above 4%. But continued progress on inflation means we could see one or two rate cuts in 2024, perhaps in September or December. 5.50%) for a tad longer. That is well above the 1.1%

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Trade Brains

SEPTEMBER 13, 2024

The Indian equities market is heavily impacted by Foreign Institutional Investors (FIIs) and Foreign Portfolio Investors (FPIs). KFin Technologies leverages cutting-edge technology to enhance efficiency and ensure compliance, offering a range of services tailored to the needs of the financial sector.

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Trade Brains

FEBRUARY 26, 2024

2500 Cr which will open on 28th February 2024. The issue will close on 1st March and be listed on the exchange on 6th March 2024. Source: RHP As of January 31, 2024, the projects owned, operated, and managed by the Project SPVs are approximately 497.3 This will be India’s 2nd listed highway Infrastructure Investment Trust.

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Carson Wealth

JUNE 17, 2024

in 2024 (including dividends). in Q1 2024, and in April-May the pace was 4.7%. They raised their 2024 projection for core inflation from 2.6% It doesn’t seem like a big shift, except they now project just 1 rate cut (worth 0.25%-points) in 2024, versus the 3 projected in March. The index is now up 14.6% In fact, a 2.8%

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Carson Wealth

NOVEMBER 27, 2023

These factors are tailwinds as we head into 2024 and likely beyond. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01997363_112723_C The post Market Commentary: Reasons To Be Thankful appeared first on Carson Wealth.

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Carson Wealth

FEBRUARY 12, 2024

As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy. Since the end of 2021, through January 2024 (two years and one month), forward capex has grown 21%. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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