Abnormal Returns

JANUARY 5, 2024

visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. unemployment rate.

Financial Advising 272

Financial Advising Media Economy Economics 272

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.

Investing 138

Investing Investments Economy Economics 138

Validea

FEBRUARY 22, 2025

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.

Valuation 52

Valuation Economics Portfolio Investing 52

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? wsj.com) The economic schedule for the coming week. tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

Asset Allocation 261

Asset Allocation Financial Advising Startup Education 261

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( While I expect to see rates moderate later in 2024 or 25, it’s a low probability bet they go back to zero. we are happy to help ).

Taxes 288

Taxes Portfolio Marketing Marketing 288

Calculated Risk

OCTOBER 21, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans.

Government 162

Government Portfolio Planning Numbers 162

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 162

Portfolio Planning Numbers Economics 162

The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. How does that show up in our portfolios? That’s really where we experience alpha, where we make better decisions that affect our portfolio, that improve our performance.

Food 147

Food Portfolio Management Marketing 147

The Big Picture

MARCH 28, 2024

2024: It’s a bubble! The latest plot line was simply the animal spirits have been awoken and they have run amok and that’s how we have avoided an economic contraction. If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7%

Risk Tolerance 60

Risk Tolerance Asset Allocation Assets Portfolio 60

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Calculated Risk

DECEMBER 18, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.26% in November The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 3 basis points from 0.29% of servicers’ portfolio volume in the prior month to 0.26% as of November 30, 2023.

Portfolio 162

Portfolio Planning Economy Numbers 162

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' Markets Anything can happen in the stock market over the short run. wired.com)

Financial Advising 173

Financial Advising Valuation Banking Media 173

Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 95

Marketing Marketing Economy Numbers 95

Trade Brains

OCTOBER 15, 2024

According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. These changes reflect India’s robust economic fundamentals and the rising prominence of its corporate sector in the global arena. million in 2019.

Economics 98

Economics Government Marketing Marketing 98

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. treasuries.

Marketing 52

Marketing Marketing Retirement Portfolio 52

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. Infrastructure development has remained a recurring theme in India’s economic development.

Government 105

Government Transportation Planning Investing 105

Trade Brains

SEPTEMBER 12, 2024

By promoting local manufacturing capabilities, the semiconductor industry is paving the way for economic growth and technological self-sufficiency in India. In this article, we are exploring the best semiconductor stocks in India 2024 and their presence, financials, and key indicators. billion in FY23 to reach US$100.2 billion (US$83.28

Electronics 106

Electronics Manufacturing Engineering Government 106

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ).

Investing 94

Investing Investments Portfolio Assets 94

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

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Trade Brains

SEPTEMBER 22, 2023

Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market. in a span of one year and by 8% in just one month before the election results, according to an Economic Times report. in one year.

Marketing 69

Marketing Marketing Government Economics 69

Walkner Condon Financial Advisors

JANUARY 26, 2024

As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order. Did that period of time, albeit historic in many ways, usher in an actual “new normal” or was it simply an atypical period within an otherwise normal 50-year economic period.

Marketing 74

Marketing Marketing Financial Advisor Economics 74

The Big Picture

JANUARY 31, 2024

At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. As it turns out, there are ways investors can tell if an economic contraction is really coming. To help us unpack all of this and what it means for your portfolio, let’s bring in Claudia Sahm.

Economy 298

Economy Economics Consulting Marketing 298

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. What data should investors be following for insight into when they will begin? If the Fed is cutting rates.

Numbers 288

Numbers Insurance Economy Marketing 288

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. In fact, one of the reasons for last weeks 1.9%

Marketing 68

Marketing Marketing Economy Compliance 68

Walkner Condon Financial Advisors

MAY 21, 2024

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. The post New Podcast! The post New Podcast!

Economics 52

Economics Financial Advisor Marketing Marketing 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? But then a funny thing happened.

Marketing 86

Marketing Marketing Economy Manufacturing 86

The Big Picture

JANUARY 10, 2024

At The Money: David Dunning professor of psychology at the University of Michigan ( Go Blue! ) (January 10, 2024) Investor incompetence might play a larger role in poor performance than you think. to help us unpack all of this and what it means for your portfolio. That’s thanks to a phenomenon called the Dunning-Kruger Effect.

Medical 290

Medical Economics Insurance Investing 290

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

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 70

Marketing Marketing Government Economy 70

Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

Advertising 52

Advertising Banking Economics Food 52

Advisor Perspectives

FEBRUARY 28, 2024

The article explores potential parallels between 1968 and 2024, specifically in the context of the stock market and economic trends. It delves into the concept of secular trends, emphasizing the importance of considering inflation-adjusted stock prices to comprehend the potential impact on portfolios.

Economics 52

Economics Portfolio Marketing Marketing 52

The Big Picture

JULY 24, 2024

At The Money: Behavior Beats Intelligence (July 24, 2024) We focus most of our investing efforts on information and knowledge. We’re going to discuss how to make sure your behavior is not getting in the way of your portfolio. But is that where we generate the highest ROI? He is the author of “The Psychology of Money.”

Math 273

Math Retirement Investing Investments 273

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