Carson Wealth

MARCH 10, 2025

Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Economic data has been coming in on the softer side (but not recessionary), and the February payroll data confirm the slowdown. Not what you want to see if youre looking for an acceleration in economic growth.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

NOVEMBER 4, 2024

If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. It seems like investors are a tad over-optimistic about growth and projecting the strong recent economic numbers out into the future. But those numbers are backward looking. Looking ahead, there are risks.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

OCTOBER 18, 2024

Regulatory compliance costs continue to rise. In 2024, financial crime compliance alone cost Indian financial institutions ₹5.1 As it does so, it will play a crucial role in India’s economic growth story. The post Can Investment Banking be India’s Next Big Economic Driver? lakh crore.

Banking 52

Banking Economics Investing Investments 52

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

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 76

Marketing Marketing Government Economy 76

Harness Wealth

APRIL 4, 2025

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Did you miss last weeks edition? You can find it here.

Taxes 52

Taxes License Banking Government 52

Risk Management Guru

NOVEMBER 20, 2023

This is due in part to the increasing number of challenges facing the industry, such as inflation, economic uncertainty, and geopolitical tensions. Regulatory compliance : The regulatory landscape is constantly changing. Technology : The financial services industry is undergoing a period of rapid technological change.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0% Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Indigo Marketing Agency

SEPTEMBER 28, 2024

What are the best practices for compliance in social media for financial advisors? To ensure compliance: Know the Regulations: Stay updated on industry regulations and guidelines from bodies like the SEC and FINRA. Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Financial Advisor 95

Financial Advisor Media Compliance Sales 95

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. Chief Compliance Officer. Insurance Advisor.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. Compliance Case # 02018534_121123_C The post Market Commentary: Things You Don’t See in a Recession appeared first on Carson Wealth. million this year.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale. At the same time, it’s the best broad measure of economic activity we have. This was well above expectations of a 2.0%

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). All This Points to Strong Economic Growth The Atlanta Fed puts out a “nowcast” of quarterly real GDP growth that is updated with major economic data releases. It’s a Bird. It’s a Plane! It’s … the U.S. over the past year.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

SEPTEMBER 30, 2024

The Bearish Narratives Look Even Worse Now We just got a slew of economic data revisions from the Bureau of Economic Analysis (BEA) and our first response was, Wow! There’s a reason why the S&P 500 has risen over 90% over this same period, and that was because economic activity drove profit growth. Guess What?

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

OCTOBER 9, 2023

The surge in yields has come as economic data has shown signs of a much stronger and more resilient economy over the last three months. Ultimately, profits come from economic growth, and that will eventually play out — perhaps sooner rather than later, as earnings season kicks off in a couple of weeks.

Marketing 134

Marketing Marketing Economy Government 134

Indigo Marketing Agency

AUGUST 2, 2021

Leila has 10+ years of experience providing legal and compliance guidance to the financial services industry. She also served as a chief compliance officer (CCO) and general counsel to several multibillion-dollar companies before starting her own RIA compliance firm. The 3 types of reviews every advisor needs. Leila Shaver.

Compliance 52

Compliance Marketing Marketing Financial Services 52

Carson Wealth

JANUARY 13, 2025

As you can see, policy rate expectations have been creeping up since last summer, mostly as the labor market data has come in better than expected (along with other economic data). Compliance Case # 7521978.1._011325_C All of which largely explains why longer-term interest rates have surged as much as they have.

Marketing 73

Marketing Marketing Economy Compliance 73

Diamond Consultants

MAY 14, 2024

However, these types of options are more expensive than building an RIA and require the advisor to cede elements of control since they are operating on someone else’s platform and under their compliance policies. Supported independence” models like these have gained in popularity for wirehouse breakaways and RIA breakaways alike.

Recruitment 105

Recruitment Clients Banking Startup 105

Diamond Consultants

DECEMBER 16, 2024

And how can advisors solve the dual mandate of allowing the Gen 2 advisor to inherit in a timely fashion while also making the retiring advisor economically whole? Also, it likely means ceding some control in any or all of the following areas: brand, compliance, investment autonomy, marketing, and operations.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Carson Wealth

AUGUST 19, 2024

Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. S&P 500 Index gains weren’t the only sign that the retail sales report shifted the market picture of the economic outlook. versus a 0.2%

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

SEPTEMBER 23, 2024

And if economic growth remains resilient, bond yields should not be moving lower. But mid- and small-cap stocks, which are even more geared to economic growth, outperformed. Economic growth is what you need for profit growth, and that’s what drives returns. All this is very positive for the economy.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. This recent patch of volatility is really quite normal, even for good years for stocks.

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

NOVEMBER 27, 2023

Many economists believed factors such as the yield curve, M2 money supply, the Conference Board’s Leading Economic Indicators (LEI), and credit markets indicated trouble was coming and the consumer was cracking. But it is hard to consider this a negative event, and it will likely lead to better productivity and economic growth.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

OCTOBER 7, 2024

If you’re wondering why economic growth keeps exceeding a lot of people’s expectations, especially after recent upward revisions, here’s why: Income growth is powering the economy, as opposed to credit. But even if you want to take the economic data with buckets of salt, just look at the market. But Can We Believe the Data?

Marketing 96

Marketing Marketing Economy 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. And that is what is happening now. The bull market continued last week, setting new highs.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks. This data matters to the Fed for two key reasons: Economic strength solidifies the idea of higher for longer.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

APRIL 29, 2024

Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending. Stronger economic growth plus more inflationary pressure means the economy is growing quite rapidly in nominal terms (before adjusting for inflation).

Marketing 97

Marketing Marketing Economy Government 97

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I have a bachelor’s degree in economics, a master’s degree in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Harness Wealth

FEBRUARY 4, 2025

Risks: Credit risk, interest rate fluctuations, illiquidity, economic downturn exposure, and reliance on the fund manager’s expertise. These include legal fees, administrative costs, audit expenses, compliance costs, and operational fees. Credit funds also tend to have longer holding periods and unique tax considerations.

Taxes 52

Taxes Investing Investments Startup 52

Diamond Consultants

AUGUST 9, 2022

The key for a breakaway team is to assess the importance of the short-term versus long-term economic considerations since options that provide more upfront capital typically offer a lower ongoing net payout. Support & Resources. The End Game: Succession.

Compliance 59

Compliance Recruitment Clients Retirement 59

Carson Wealth

JUNE 10, 2024

The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” Compliance Case # 02272734_061024_C The post Market Commentary: The Summer Rally Continues Amid Strong Job Gains appeared first on Carson Wealth.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 25, 2023

They updated their economic projections, which captures their views on what the economy, employment, and inflation will do under appropriate monetary policy. So, they believe the same structural forces that have kept economic growth relatively slow (around 2%) are still in play. Here are five takeaways.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 12, 2024

The reality is we haven’t seen the impact of AI yet on a broad economic level. By contrast, if companies believe economic growth will ease to the relatively low levels of the last decade, there will be less incentive to invest. Compliance Case # 02111765_021224_C The post Market Commentary: S&P 500 Tops 5,000. What’s Next?

Marketing 97

Marketing Marketing Economy Investing 97

AdvicePay

APRIL 12, 2023

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they need it. So what does this mean for financial firms and professionals?

Financial Planning 88

Financial Planning Planning Clients Economics 88

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investing 96

Investing Investments Marketing Marketing 96