Carson Wealth

OCTOBER 23, 2023

after adjusting for inflation, matching the average annual pace between 2010 and 2019. After adjusting for inflation, retail and food service sales were up 5.7%. Compare that to the 2018-2019 pace of 1.7% The last two months have exceeded the monthly average of $6 billion from 2019. Through June 2023, the economy grew 2.4%

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

MAY 20, 2024

Our stance has long been that investing is not about timing the market, but time in the market. Instead, invest and use the long run to your advantage. It’s another reminder that when it comes to investing, patience is rewarded. That’s the slowest pace since August 2021 and not far above the 2018-2019 average of 3.6%.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

MARCH 11, 2024

Yet, longer-term investors have once again been rewarded for sticking to their investment plans. For perspective, monthly job growth in 2019 averaged 166,000. All indices are unmanaged and may not be invested into directly. Payroll gains for January and December were revised lower, but that’s why we rely on three-month averages.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

APRIL 15, 2024

In fact, now is a good time to remind investors that having to endure volatility is the toll we pay to invest. from last year, which is in line with where it was in 2019. And right now, consumers are saying inflation is running only slightly above where it was in 2019. It was up just 3.3%

Marketing 97

Marketing Marketing Food Insurance 97

Carson Wealth

NOVEMBER 6, 2023

million in 2019. 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

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. annual pace, which is faster than the 2010-2019 pace of 1.2%. It’s also 40% above the 2010-2019 average and 4% above the 2005-2007 average.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

JULY 5, 2023

Business investment is rising once again, and that’s a big deal for the economy. on a total return basis, which marked the best start since 2019; the NASDAQ total return was up 22.9%, which was the best start in 40 years; and the NASDAQ-100 total return was up an incredible 40.3%, marking the best start to a year in the index’s history.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

JULY 17, 2023

Take note the other years they expected lower prices during the final six months of the year were 1999, 2019, 2020, and 2021. That’s still higher than the 2018-2019 average of about 3-3.5%. All indices are unmanaged and may not be invested into directly. That comes out to a very impressive 12.2% average, not bad, not bad.

Marketing 98

Marketing Marketing Food Compliance 98

Trade Brains

NOVEMBER 15, 2023

IREDA IPO – About The Industry The outstanding credit of major financing Non-Banking Financial Companies (“NBFCs”) reached roughly ₹9,399 billion in Fiscal 2023, at a 10% CAGR from Fiscal 2019. Such non-compliance in the future can adversely affect the company’s reputation, cash flows and results of operations.

Government 59

Government Compliance Commission Banking 59

Carson Wealth

SEPTEMBER 11, 2023

That has helped the economy stay resilient and, in fact, grow faster over the past year than it did on average between 2010 and 2019. All indices are unmanaged and may not be invested into directly. Compliance Case # 01897809-091123_C_T The post Market Commentary: Four Big Questions appeared first on Carson Wealth.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

DECEMBER 18, 2023

In the medium term, a better outlook for inflation and interest rates could also result in a pickup in business investment. Stocks Likely the Best Investment Over the Next 5 Years It was an important week for tactical market positioning, and several events have impacted our strategic outlook. which is boosting domestic investment.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

AUGUST 14, 2023

In addition, credit card debt as a percentage of disposable income is 21%, which is still lower than it was at the end of 2019, when it was 22%, and well beneath the 2003-2019 average of 26%. between 2018 and 2019, which was consistent with core inflation running at 2% (the Fed’s target). Shelter inflation averaged 3-3.5%

Marketing 52

Marketing Marketing Food Compliance 52

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%. All indices are unmanaged and may not be invested into directly. 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 Food Economy 52

Carson Wealth

APRIL 8, 2024

One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. For perspective, payroll growth averaged 166,000 in 2019. All indices are unmanaged and may not be invested into directly. One year later, however, stocks were higher six out of seven times and up 12.1%

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

NOVEMBER 20, 2023

We reviewed the items that make up core services ex housing — about 105 in the PCE data — and calculated the distribution of year-over-year price increases in three periods: December 2019, before the pandemic September 2022, near peak inflation September 2023, the most recent data The chart below shows how the distribution has evolved.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

MAY 1, 2023

Also, May presents one of the most well-known investment axioms: “Sell in May and go away.” on average and higher less than 65% of the time, making it indeed the worst investing period on average. The average over the last decade (2010 – 2019) was 2.3%. All indices are unmanaged and may not be invested into directly.

Marketing 52

Marketing Marketing Economy Numbers 52

Carson Wealth

AUGUST 28, 2023

Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. However, it’s important to remember that volatility is normal, even in bull markets, and it is the toll we pay to invest. In other words, stock market volatility can make you take your eyes off the prize of longer-term investing.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

APRIL 17, 2023

The first signal is the S&P 500 had its best first quarter since 2019, up 7.0%, which came on the heels of a 7.1% All indices are unmanaged and may not be invested into directly. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 98

Marketing Marketing Food Economy 98

Carson Wealth

JULY 10, 2023

As we noted last week, June 2023 marked the second-best six-month start for the S&P 500 this century, beaten only by 2019. Just last week we wrote about how investment has been rising recently, hopefully signaling a bottom. All indices are unmanaged and may not be invested into directly.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Carson Wealth

JUNE 5, 2023

During the last expansion, 2010-2019, average annual payroll growth was 2.2 All indices are unmanaged and may not be invested into directly. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. million per year.

Economy 52

Economy Numbers Compliance Banking 52

Carson Wealth

MAY 6, 2024

It’s clear how inflation broadened out in June 2022 relative to December 2019. The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. As the chart shows: In December 2019, just 10% of categories had inflation rates above 4% year over year. annual pace between 2005 and 2019.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MAY 13, 2024

The recent upswing has occurred on the back of a strong consumer, coupled with rising investment spending. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend. trend between 2010 and 2019. LEI points well away from a recession. This was after many bears had turned bullish.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. Government spending (17% of the economy) is also running strong on the back of federal government nondefense and defense spending and investment, as well as state and local government spending. Median net worth rose 37% between 2019 and 2022. That added 1.3

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 5, 2024

For perspective, the average in 2019 was 163,000. That’s well above the 2005-2019 pace of 1.5%, and it is currently higher than what it was in the late 1990s. It allows the Federal Reserve to ease up on interest rates, which can spur business investment and further boost productivity. That’s another tailwind for the economy.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Single-family housing activity makes up the bulk of residential investment within GDP, and that crashed in 2022 as the Fed raised rates. All indices are unmanaged and may not be invested into directly.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

AUGUST 21, 2023

Vehicle production is now higher than it was at any point in 2019. Investment spending is also rising, across high-tech, trucks, and aircrafts. 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 current season is historically weak for stocks.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

pace of growth between 2010 and 2019, but it also matches the pace of growth over the three years prior to the pandemic (2017-2019) when economic growth picked up. All indices are unmanaged and may not be invested into directly. If that is close to actual GDP growth, it would mean the economy grew 2.6% over the past year.

Marketing 98

Marketing Marketing Economy Retail 98

The Big Picture

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Management 130

Management Investing Investments Government 130

Sara Grillo

SEPTEMBER 12, 2022

Grillo Investment Management, LLC does not guarantee any specific level of performance, the success of any strategy that Grillo Investment Management, LLC may use, or the success of any program. The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Disclaimers.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Carson Wealth

JUNE 3, 2024

On top of that, financial services inflation is adding another 0.29 percentage points, and that’s running hot because stock prices are up (which drives up the “prices” of portfolio management services). Together, housing and financial services are contributing 1.33 However, housing is adding 1.04

Marketing 93

Marketing Marketing Financial Services Distribution 93

The Big Picture

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 130

Sales Numbers Taxes Marketing 130

Carson Wealth

APRIL 22, 2024

Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Investors cannot invest directly in indexes. That doesn’t happen when labor is cheap.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

OCTOBER 2, 2023

So while investing hasn’t been fun the past few months, we wouldn’t bet against a late-year rally. Americans paid an average $6 billion per month toward student loans in 2019. in 2018-2019 (about $4.5 All indices are unmanaged and may not be invested into directly. Meanwhile, households spend about $1.5

Marketing 96

Marketing Marketing Government Economy 96