Abnormal Returns

SEPTEMBER 6, 2024

(aswathdamodaran.blogspot.com) TSMC's ($TSM) Arizona plant is on track for 2025 production. worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. ft.com) Economy The Fed is going to have to cut rates to stick the soft landing. nytimes.com) How pour-over coffee got so good.

Financial Advising 287

Financial Advising Media Valuation Economy 287

Abnormal Returns

MARCH 20, 2025

stock market is a standout in 2025, and not in a good way. morningstar.com) Books Barry Ritholtzs "How Not to Invest" is a 'very informative book about investing that is most importantly a lot of fun.' bloomberg.com) Economy Weekly initial claims remain quiescent. (axios.com) The U.S.

Startup 130

Startup Media Retail Economy 130

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. Future cuts will depend on inflation and the strength of the economy as the year goes on.

Financial Market 52

Financial Market Marketing Marketing Medicine 52

Calculated Risk

MAY 29, 2023

Two examples: not reaching a fiscal agreement and going off the "fiscal cliff" probably would have led to a recession, and Congress refusing to "pay the bills" would have been a policy error that would have taken the economy into recession. Note that Residential Investment is quarterly and single-family starts and new home sales are monthly.

Sales 363

Sales Economy Banking Economics 363

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. As uncomfortable as this recent volatility feels, know that it is the toll we must pay to invest.

Marketing 73

Marketing Marketing Economy Government 73

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. More Money Protected from Taxes Good news for your walletyou can shield more of your income from taxes in 2025. Smart Ways to Grow Your Investments Here’s some welcome news for investorsthe tax benefits for long-term investments continue in 2025.

Taxes 59

Taxes Retirement Tax Planning Planning 59

Trade Brains

OCTOBER 23, 2024

percent for FY 2024-2025. Dr. Rumki Majumdar sees India’s economy showing strong resilience after the election period. The country maintains its position among the world’s fastest-growing large economies. Dr. Majumdar notes that many Indian states already invest in these areas. percent capacity utilization.

Economy 116

Economy Manufacturing Economics Investing 116

Abnormal Returns

DECEMBER 18, 2023

(downtownjoshbrown.com) Companies It's hard to believe, but companies are already hiring for 2025 internships. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly.

Financial Advising 276

Financial Advising Startup Media Government 276

Carson Wealth

DECEMBER 27, 2024

In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. Higher interest rates are also seen as a challenge for housing and small businesses, although the US economy remains robust despite these potential issues.

Manufacturing 52

Manufacturing Economy Marketing Marketing 52

Advisor Perspectives

JANUARY 17, 2025

market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025. Despite challenges, the U.S.

Investing 98

Investing Investments Economy Marketing 98

The Big Picture

MARCH 6, 2025

At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025) What is the potential inflation impact of tariffs? Or business investment are the thing that drives the recession. So what specific inflation indicators are you watching closely in 2025? The Fed had a 2% inflation target.

Economy 162

Economy Economics Food Banking 162

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Set up recurring transfers to your emergency fund, investment accounts, or other savings goals.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Zoe Financial

JANUARY 28, 2025

Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

MARCH 17, 2025

Emotions start to run high during corrections and many investors become more prone to making costly investment mistakes. In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. All indices are unmanaged and may not be invested into directly.

Marketing 79

Marketing Marketing Economy Portfolio 79

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 95

Marketing Marketing Economy Numbers 95

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. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. on Friday alone. million average per year).

Marketing 68

Marketing Marketing Economy Compliance 68

Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

Marketing 68

Marketing Marketing Economy Compliance 68

Abnormal Returns

AUGUST 12, 2024

spyglass.org) Disney ($DIS) is not done investing in parks. theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (ft.com) Media Why Apple ($AAPL) should. buy Warner Bros. Discovery ($WBD). wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown.

Planning 147

Planning Financial Advising Startup Media 147

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.

Marketing 70

Marketing Marketing Government Economy 70

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. 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). For reference, the 2019 average was 166,000.

Marketing 62

Marketing Marketing Economy Manufacturing 62

Zoe Financial

MARCH 10, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Q1 2025 earnings forecast: Dropped from 11.5% It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. Earnings: 2025 estimates still project double-digit growth, with non-tech sectors performing well. Outlook: Economy is in a soft patch, but if policy and geopolitical risks remain stable, markets could digest recent volatility.

Marketing 52

Marketing Marketing Economics Taxes 52

Advisor Perspectives

JANUARY 8, 2025

As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?

Investing 52

Investing Investments Economy Financial Market 52

Carson Wealth

NOVEMBER 15, 2024

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appears to be normalizing, particularly in housing, which may benefit (..)

Economy 68

Economy Economics Marketing Marketing 68

Zoe Financial

MARCH 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 24th, 2025 Watch Time: 2.5 Raised inflation outlook for 2025, and lowered GDP growth expectations for this year. Economies and markets fluctuate. Welcome to this week’s Market Drama! Stock Market Update: S&P 500: Up 0.5% 4.50% (as expected).

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banking 130

Banking Economy Startup Marketing 130

Validea

APRIL 3, 2025

Currently, fewer than 70 companies meet these criteria, representing various sectors across the economy. Here are the top 10 Dividend Aristocrats for April of 2025 ranked using Validea’s guru models, which are based on the strategies of great investors like Warren Buffett, Peter Lynch and Benjamin Graham. Take a Free Trial Today!

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Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! JP Morgan conducted a study comparing the return profile for the S&P 500 when investing at all-time highs versus any random day. Will the economy avoid a recession?

Marketing 40

Marketing Marketing Taxes Economy 40

Advisor Perspectives

JANUARY 6, 2025

The year ahead may present challenges as markets and the economy look to maintain momentum.

Investing 52

Investing Investments Economy Marketing 52

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that 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. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 101

Investing Investments Portfolio Assets 101

Carson Wealth

FEBRUARY 7, 2025

We discuss: The new tariffs on Mexico, Canada, and China How markets reacted to the news What this means for inflation and the Federal Reserve The broader economic outlook for 2025 Despite uncertainty, the strong economy and bullish market trends remain in play. Tune in to get the full breakdown and stay ahead of market shifts!

Economy 52

Economy Economics Marketing Marketing 52

Zoe Financial

FEBRUARY 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 3rd, 2025 Watch Time: 2.4 It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Economics 52

Advisor Perspectives

DECEMBER 19, 2024

In his 2025 investment outlook, Head of U.S. economy and which asset classes he believes will be best positioned under each scenario. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S.

Portfolio 52

Portfolio Economy Assets Investments 52

Zoe Financial

FEBRUARY 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 24th, 2025 Watch Time: 2.5 It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Healthcare Taxes 52

Zoe Financial

JANUARY 20, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 20th, 2025 Watch Time: 4.1 It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Taxes Economics 52

Mr. Money Mustache

FEBRUARY 25, 2025

So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. Does it mean our entire economy is expected to grow much more quickly? But what about other investing options? Now back to the stock market. 4.3% – 5.3%

Marketing 66

Marketing Marketing Sales Portfolio 66

Carson Wealth

FEBRUARY 4, 2025

Also, like most UHNW individuals, you may have income from several sources like investments, real estate, and business interests that may require special tax planning. million for tax year 2025, but rates for amounts above that threshold range up to 40%. Investment income subject to capital gains taxes has its risks.

Risk Management 52

Risk Management Compliance Taxes Management 52