Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01956333_103023_C The post Market Commentary: How Bad Is It? That added 1.3

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JULY 8, 2024

That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The worst day in June for the S&P 500 was a 0.4%

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Marketing Marketing Economy Numbers 97

Carson Wealth

FEBRUARY 12, 2024

After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. What’s Next? appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

OCTOBER 14, 2024

Between January 2017 and February 2020 (pre-pandemic), headline CPI inflation average 2.1%, and core averaged 2.2% (annualized). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

SEPTEMBER 30, 2024

over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The economy grew at an annualized pace of 2.4%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

DECEMBER 18, 2023

The average return over rolling five-year periods from 1923 through 2017 is about 11% (before inflation). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Here’s why.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

SEPTEMBER 9, 2024

from 2017-2019, and around 1.3-1.6% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

JANUARY 22, 2024

According to quarterly Federal Reserve data, money market assets were more than $6 trillion at the end of the third quarter of 2023, roughly double what they averaged from 2011 to 2017. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Marketing Marketing Economy Portfolio 97

Brown Advisory

JANUARY 17, 2024

ROIC calculations presented use LFY (last fiscal year) and exclude financial services. A firm that claims compliance with the GIPS standards must establish policies and procedures for complying with all the applicable requirements of the GIPS standards. The Verification reports are available upon request.

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Investing Investments Portfolio Accounting 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. You still had 2012 to 2017 to finish the bet. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. And at the time, I was managing Protege Partners as a hedge fund of funds.

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Management Investing Investments Government 130

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. 2017, Nov 15). SARA GRILLO: So who is the best interest in upon the insurance agent selling the policy or the fiduciary financial advisor that’s helping the client by the policy. [link] National Association of Insurance Commissioners. The Impact of AG49.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there. MILLER: That they’re going to move their location. MILLER: Right. RITHOLTZ: Really?

Sales 130

Sales Numbers Marketing Marketing 130

Carson Wealth

MAY 19, 2025

If Congress does nothing, tax rates for households will revert back to pre-2017 levels. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But renewing all the tax cuts could cost about $4 trillion over the next decade.

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Marketing Marketing Taxes Economy 52

Sara Grillo

SEPTEMBER 12, 2022

Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. FASuccess Ep 082: Insights From The History Of Financial Planning Since The First CFP Class with Ben Coombs. 2017, July 11). Investment Adviser Public Disclosure. Trone, Don.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right?

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Numbers Management Banking Marketing 147

Carson Wealth

JANUARY 21, 2025

in 2016 2017, but 4.0% In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. versus +6.6%

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Marketing Marketing Insurance Economy 75

Carson Wealth

APRIL 22, 2024

The 2017 Tax Cuts and Jobs Act (under President Trump) had a slew of individual tax cuts that are all slated to sunset at the end of 2025. 2016 – 2019: Profit growth surged thanks to rising fiscal deficits after the 2017 tax cuts, even as household savings increased. The big one is tax policy. public and private.

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Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 10, 2025

A big increase in federal spending, and lower revenue on the back of the 2017 tax cuts, sent the deficit higher. This will be needed simply to avoid tax increases on January 1st, 2026, when several provisions of the 2017 tax cuts sunset. Post-recession deficits shrink, and primary balances eventually head into a surplus.

Marketing 69

Marketing Marketing Taxes Economy 69

Carson Wealth

OCTOBER 21, 2024

If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025. That would not be as high as it was pre-2017 (35%), but it would still be a drag for equities. Control of Congress is especially important this time around.

Marketing 96

Marketing Marketing Taxes Economy 96

Carson Wealth

SEPTEMBER 3, 2024

2025: A Big Year for Tax Policy The Tax Cut and Jobs Act of 2017, which former President Trump signed into law, contained both corporate and individual tax cuts. In fact, this is something we saw as recently as 2016-2019, when profit growth surged on the back of higher fiscal deficits (due to the 2017 tax cuts).

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Marketing Marketing Taxes Economy 142

Carson Wealth

MARCH 31, 2025

Most key provisions of the 2017 Tax Custs and Jobs Act (TCJA) expire at the end of 2025 (although not the lower corporate tax rate), confronting Congress with the prospect of a fiscal cliff with mid-terms less than a year away. The sequence of policy (tariffs and DOGE first) has pushed opportunities back.

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Marketing Marketing Economy Government 86