Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. 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

Marketing 70

Marketing Marketing Economy Compliance 70

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

Marketing 142

Marketing Marketing Economy Compliance 142

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

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.

Investments 96

Investments Investing Marketing Marketing 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 133

Marketing Marketing Economy Government 133

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. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. All this is very positive for the economy.

Marketing 96

Marketing Marketing Economy Economics 96

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

Trade Brains

SEPTEMBER 22, 2024

Now India is at the forefront of the economic boom. LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

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 95

Marketing Marketing Manufacturing Economics 95

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

Marketing 95

Marketing Marketing Numbers Economy 95

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

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%

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Retail Marketing Marketing Sales 96

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.

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Marketing Marketing Economy Economics 97

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).

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Marketing Marketing Economy Government 97

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.

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Marketing Marketing Economy Economics 97

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

JUNE 10, 2024

The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” A diversified portfolio does not assure a profit or protect against loss in a declining market. What would be worrisome is if more people started working part time because they couldn’t find full-time work.

Marketing 143

Marketing Marketing Economy Numbers 143

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

Marketing 97

Marketing Marketing Economy Investing 97

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

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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

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

DECEMBER 4, 2023

The Door Is Open for Fed Cuts All year we believed the Federal Reserve was unlikely to cut rates in 2023, and we positioned our portfolios accordingly — overweighting cash over longer-term bonds. What’s more likely is the Fed will pursue a few “insurance” cuts, especially if weaker economic data raises the risk of a recession.

Marketing 96

Marketing Marketing Economy Compliance 96

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

SEPTEMBER 18, 2023

Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Economy Retail 95

Carson Wealth

JANUARY 8, 2024

In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth. The economic numbers continue to suggest there will be no recession in 2024, with a very reasonable margin of error. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 12, 2022

The first step in the competency stairway is regulatory compliance. . The securities industry weaves the Financial Industry Regulatory Authority (FINRA) and state securities commissioners into a regulatory quilt, also requiring stockbrokers and their registered agents to pass registration exams and complete annual compliance training.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Trade Brains

SEPTEMBER 17, 2023

The company has established itself in 3 business verticals, Consulting : Environment Impact Assessment, ESG and Climate Change, Environmental Compliance, Environmental Due Diligence, DPR and designing, Training and sensitization, Environmental crime investigation. Are you applying for this IPO? Let us know in the comments below.

Consulting 59

Consulting Government Compliance Clients 59

Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. If these massive divergences don’t beg for a balanced investing approach with research-driven decisions around portfolio adjustments, I don’t know what does.

Marketing 88

Marketing Marketing Economy Manufacturing 88

Carson Wealth

NOVEMBER 6, 2023

The 10-year yield had been rising for a few months on the back of one strong economic data point after another, culminating in the third quarter GDP report, which showed the economy growing at 4.9%. And if economic growth is at risk, the Fed could act even more aggressively. Powell doesn’t sound like someone who wants that.

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Marketing Marketing Economy Numbers 96

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns. Ensuring Legacies Last.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Trade Brains

FEBRUARY 26, 2024

The program will aim to bridge infrastructure gaps through the development of economic corridors, inter corridors, and feeder routes. Source: RHP Strengths of the Investment Trust Sizeable portfolio of stable revenue: The Company has a portfolio of 7 highway assets of a cumulative length of 497 km. Investment Rs.

Government 59

Government Assets Transportation Compliance 59

International College of Financial Planning

JUNE 14, 2023

It can involve guidance on buying or selling securities, portfolio management, and other relevant financial products. Individuals associated with investment guidance must possess at least two years of experience in financial offerings, securities, funds, or portfolio management.

Investment Advisor 52

Investment Advisor Investments Investing Certification 52

Carson Wealth

JULY 17, 2023

Perhaps the best news is that inflation is falling, and poised to fall even further, without a rise in unemployment and an economic slowdown. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 98

Marketing Marketing Food Compliance 98

Midstream Marketing

NOVEMBER 6, 2024

Share economic signs and how they might affect your investment strategies. Explain how to manage risks and how to diversify portfolios. Diversifying Your Content Portfolio Having different types of content is important. It is important to manage compliance and regulatory issues well.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Carson Wealth

MARCH 25, 2024

Going into this meeting, a big question was whether Fed members would lower that projection to just two cuts in their summary of economic projections (the dot plot). Fed officials upgraded their economic growth projections for 2024 from 1.4% A diversified portfolio does not assure a profit or protect against loss in a declining market.

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The Big Picture

FEBRUARY 6, 2024

If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people.

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Valuation Investments Investing Assets 130

Carson Wealth

MARCH 11, 2024

That’s a solid foundation for additional economic gains that ultimately could push stock prices higher. A diversified portfolio does not assure a profit or protect against loss in a declining market. This newsletter was written and produced by CWM, LLC.

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Marketing Marketing Economy Retirement 97