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

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 Economics Marketing 340

Abnormal Returns

NOVEMBER 29, 2024

(sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. abnormalreturns.com) Personal finance links: a boring portfolio. apps.npr.org) The ten best history books from 2024 including "Wide Awake: The Forgotten Force That Elected Lincoln and Spurred the Civil War" by Jon Grinspan.

Media 163

Media Retail Economy Economics 163

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 174

Financial Advising Valuation Banking Media 174

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

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

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

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

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

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 95

Investing Investments Portfolio Assets 95

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 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 89

Marketing Marketing Economy Manufacturing 89

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

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

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 100

Electronics Manufacturing Engineering Government 100

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

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 89

Marketing Marketing Investing Investments 89

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

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.

Investing 96

Investing Investments Marketing Marketing 96

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

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

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. The S&P 500 index surged +3.5%

Economics 52

Economics Marketing Marketing Food 52

Trade Brains

JULY 8, 2024

Even though their story isn’t being splashed often across headlines their work is etched in the towering pillars of the bridges that connect communities and infrastructure that fuels the economic growth. Despite global economic challenges, India is expected to become the fastest-growing major economy. Industry P.E (TTM) TTM) 30.65

Government 96

Government Manufacturing Budgeting Economics 96

The Big Picture

SEPTEMBER 18, 2024

Brian Portnoy, Shaping Wealth (September 18, 2024) Can money buy you happiness? At the Money: Can You Have Too Much Money? How much money is too much? Does wealth offer diminishing returns? In this edition of At the Money, I sit down with Brian Portnoy to explore these questions.

Food 277

Food Numbers Risk Tolerance Education 277

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

Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

Manufacturing 59

Manufacturing Transportation Commission Sales 59

Advisor Perspectives

APRIL 10, 2024

How might investors consider positioning their portfolios amid today's complex and uncertain economic landscape?

Economics 52

Economics Portfolio 52

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.

Marketing 96

Marketing Marketing Manufacturing Economics 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. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. We expect rate cuts in 2024, perhaps starting in May. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 23, 2023

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability.

Marketing 143

Marketing Marketing Economy Retail 143

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. The catch-up limit remains at $7,500 in 2024, just as it was during the last year.

Retirement 52

Retirement Portfolio Investing Investments 52

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!

Insurance 59

Insurance Commission License Management 59

SEI

JULY 23, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Erin Hueber, Client Service Director, present our economic outlook.

Portfolio Management 52

Portfolio Management Economics Portfolio Clients 52

Trade Brains

SEPTEMBER 18, 2024

The IPO opens on 23 rd September 2024. The issue will close on 25 th September 2024 and be listed on the exchange on 30 th September 2024. In this article, we will look at the Manba Finance IPO 2024 and analyze its strengths and weaknesses. Manba Finance IPO 2024 – About the Company The company was founded in 1998.

Financial Services 52

Financial Services Assets Sales Risk Management 52

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 64

Portfolio Planning Economics Numbers 64