Carson Wealth

JANUARY 8, 2024

The top panel of the chart below shows initial claims for unemployment benefits across the entire year (2023 in dark blue), compared to claims in 2022 (gray) and the average across 2018-2019 (yellow). It indicates layoffs remain low, which is why initial claims for unemployment benefits match the low levels seen in 2022 and even 2018-2019.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

OCTOBER 23, 2023

After adjusting for inflation, retail and food service sales were up 5.7%. Compare that to the 2018-2019 pace of 1.7% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. in the third quarter. appeared first on Carson Wealth.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

MARCH 3, 2025

Its too early to tell whether the January services spending data is a blip. We saw the same drop in January 2024, but services consumption picked up and eventually rose 2.9% in 2024, well above the 2018-2019 average of 2.1%. Disposable income surged 0.9%, which translates to an annualized pace of 11.1%.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

MARCH 11, 2024

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. We had many scares along the way.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

MARCH 4, 2024

across 2018-2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02140331_030424_C The post Market Commentary: Bulls Smile at January and February Market Gains appeared first on Carson Wealth.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

MAY 20, 2024

That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%. but well above the 2018-2019 average of 3.2%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. It rose at an annualized pace of 5.2%

Numbers 97

Numbers Marketing Marketing Food 97

Carson Wealth

JULY 17, 2023

That’s still higher than the 2018-2019 average of about 3-3.5%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01835925 The post Market Commentary: The Bulls Are Still in Charge appeared first on Carson Wealth.

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 6, 2023

In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. In 2020 March, facing a deep recession, the Fed didn’t hesitate to take rates to zero and instill a series of aggressive measures to ease stresses in financial markets.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MAY 15, 2023

However, as the chart below shows, that’s still higher than 2018-2019 when monthly increases averaged about 0.3%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But that has decelerated to an average rate of about 0.5%

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

DECEMBER 18, 2023

31, 2018, through Dec. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 02028643_121823_C The post Market Commentary: Stocks and Bonds Rally as Fed Recognizes Progress on Inflation appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

SEPTEMBER 9, 2024

Also, initial claims for unemployment benefits, which is one of the better leading economic indicators out there (if you had to pick one) still shows layoffs remain low, in line with what we saw in 2023 amid a strong labor market and even 2018-20019.

Marketing 72

Marketing Marketing Economy Economics 72

FMG

FEBRUARY 3, 2023

By claiming your GBP profile, you can verify and edit all the information about your business on Google and make the connection you need for prospects to find your financial services firm. However, they offer plenty of specific categories for the financial services industry.

Financial Services 52

Financial Services Media Accounting Financial Advisor 52

Carson Wealth

APRIL 10, 2023

In addition, the BLS revised all unemployment benefit claims data going back to 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. We would like to note this is precisely what Federal Reserve officials were hoping to see.)

Marketing 52

Marketing Marketing Economy Banking 52

Carson Wealth

AUGUST 21, 2023

Vehicle production has rebounded to the highest level it has been since 2018, which means it’s even higher than at any point in 2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

AUGUST 14, 2023

between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Official shelter inflation may not decline as far, but it is heading significantly lower.

Marketing 52

Marketing Marketing Food Compliance 52

Carson Wealth

JULY 5, 2023

The recent uptrend stands in sharp contrast to 2018-2019 when aircraft orders were declining amid Boeing’s 737-Max woes. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. This is huge for the aircraft industry in the U.S.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g.,

Certification 52

Certification Investing Investments Clients 52

Brown Advisory

JUNE 2, 2021

The growth of this opportunity set has been so tremendous over the past few years that it deserves an encore to our 2018 piece Income and Impact: Adding Green Bonds to Investment Portfolios. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g.,

Certification 52

Certification Investing Investments Clients 52

Carson Wealth

AUGUST 28, 2023

The WSJ reports that about one-fifth of apartments in urban China (about 130 million units) were estimated to be unoccupied in 2018, when the latest data was available. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. Between, you know, the 2018 time period and 2021, the public markets experienced multiple expansion on an EV to EBITDA basis of about 11, 12 times, historically. RITHOLTZ: Really interesting.

Clients 147

Clients Assets Investing Investments 147

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

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. A term that we sort of invented in 2018, which I regret now. You have to get compliance. Do you want to be in this business? You know, you have to improve your skills.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: That started in 2018. 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. They’re putting up a giant building on Park Avenue.

Sales 130

Sales Numbers Marketing Marketing 130

Carson Wealth

MARCH 24, 2025

At the same time, hiring is clearly weak, with the hire rate running close to 2013 levelsby no means terrible, but much lower than it was in 2018-2019 or even 2022-2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

APRIL 14, 2025

Heres the thing weve seen many near bear markets lately from a big picture perspective, including 1990, 1998, 2011, and 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Economics 83

Economics Marketing Marketing Banking 83

Sara Grillo

SEPTEMBER 12, 2022

He says that in the CFP Board’s standard of conduct it states unambiguously that all CFP designation holders must voluntarily disclose all prior misconduct, any disclosures that may be on their FINRA or SEC IAPD records – and, as revealed in the 2018 Wall Street Journal expose , nobody did it (Zweig, Fuller). Financial advisor U4’s.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

JANUARY 27, 2025

And gold was also a better diversifier than either during the Great Financial Crisis and in 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7569585.1._012725_C

Marketing 78

Marketing Marketing Compliance Economy 78

Carson Wealth

FEBRUARY 18, 2025

Interestingly, we didnt see a similar increase in 2018 2019 amid the trade war, but this time around markets may be sensitive to the fact that were in a generally higher inflation regime. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 110

Marketing Marketing Economy Compliance 110

Carson Wealth

APRIL 7, 2025

Now, we did have a trade war in 2018 2019 and didnt see a big collapse in business investment but that time had two things going for it: 1) a huge corporate tax cut, and 2) a Federal Reserve that started to reverse tight policy. Companies holding back on new investment is going to be a bigger drag on GDP going forward.

Marketing 95

Marketing Marketing Investing Investments 95

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? This, right?

Numbers 147

Numbers Management Banking Marketing 147

Carson Wealth

JANUARY 6, 2025

Remember, a fed funds rate target of just 2.25 2.50% nearly broke the economy in 2018 2019, something President Trump correctly pointed out at the time, and low rates, even after some tightening, were still a major tailwind. The S&P 500 fell over 6% in 2018 as the Fed tightened policy, and the trade war was raging.

Marketing 64

Marketing Marketing Economy Economics 64

Carson Wealth

JANUARY 21, 2025

y/y versus the 2018-2019 average of 3.6%. y/y versus the 2018-2019 average of 3.2%. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 7549095.1._012125_C OER is up 4.8% and OER is up 3.8%.

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 2, 2023

in 2018-2019 (about $4.5 The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Compliance Case # 01920524_100223_C The post Market Commentary: Why Stocks Could Rally by Year End appeared first on Carson Wealth. billion per month).

Marketing 96

Marketing Marketing Government Economy 96

Carson Wealth

FEBRUARY 10, 2025

Lets look back at what happened in 2018. annualized in 2018 19, below the Fed’s target of 2%. So it’s natural to think that the 2018 19 trade war didn’t have any impact on price. Tariffs Are Likely to Hurt US Manufacturers Ultimately, the 2018 19 trade war hurt US manufacturers.

Marketing 69

Marketing Marketing Taxes Economy 69

Carson Wealth

OCTOBER 21, 2024

Looking back, the trade war of 2018-2019 created a lot of volatility. The S&P 500 eventually recovered from a near bear market sell-off in 2018, mostly thanks to the Fed pulling back on rates in 2019. It doesn’t have to, like in 2018-2019, or even more recently over the past 18 months, when deficits rose but inflation eased.

Marketing 96

Marketing Marketing Taxes Economy 96

Carson Wealth

SEPTEMBER 3, 2024

We may see renewed trade wars, which could adversely impact capital expenditures and the production side of the economy (as it did in 2018). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

MAY 5, 2025

in 2018-2019. in 2018-2019. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. This is something Ive highlighted over the last three years when net exports and inventories were especially volatile. in Q1 versus 3.2%

Numbers 72

Numbers Marketing Marketing Economy 72