Carson Wealth

JUNE 10, 2024

Even more impressive is the past four times this happened (1997, 2003, 2009, and 2020) all saw at least double-digit returns. As a percent of the labor force, this measure is now at 2.6% — matching its level in February 2020 and a tick below the 2019 average of 2.7%. MAY”be we have a positive signal from the strong May.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 16, 2024

Except for 1989, the 0.50%-point cuts all coincided with recessions – 1990, 2001, 2007, and 2020 – and stocks were hit over the next 3-6 months. 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 Economy Compliance 96

Carson Wealth

APRIL 29, 2024

Residential investment (housing activity) added the most to GDP growth since the fourth quarter of 2020. What’s amazing is the economy has grown at a faster pace than the Congressional Budget Office (CBO) forecasted in January 2020. Compliance Case # 02219915_042924_C The post Market Commentary: Is “Sell in May” Still Relevant?

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 30, 2023

Consider this: Real GDP growth has grown faster than what the Congressional Budget Office projected just before the pandemic in January 2020. Defense spending rose at an annualized pace of 8% in the third quarter, the fastest pace since the fourth quarter of 2020. in the third quarter, after adjusting for inflation.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 11, 2023

Real incomes for non-managers have grown 5% since February 2020 (through August 2023), translating to an annual pace of 1.4%, which is slightly higher than the pre-pandemic trend. Here’s the non-inflation-adjusted data, since February 2020: Average hourly earnings for managers rose 11%.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

SEPTEMBER 23, 2024

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. If they are cutting due to a panic (think March 2020) or due to a recession (like in 2001 or 2007) potential trouble could indeed be lurking. First things first, why are they cutting?

Marketing 96

Marketing Marketing Economy Economics 96

BlueMind

MARCH 10, 2022

Related Read: Reducing Compliance Risk with Technology. E-Signature Improves Efficiency In the financial advisory business, one of the most toiling and monotonous tasks for you is managing paperwork. E-Signature Adds to Convenience In 2020, the global digital signature market size reached $2.8 It is projected to grow to $14.1

Compliance 52

Compliance Electronics Financial Advisor Clients 52

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. to 80.7%, which is higher than at any point between July 2001 and February 2020. In fact, the S&P 500 is up more than 900% on a total return basis the past 15 years.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

NOVEMBER 6, 2023

The y-axis in the chart below is removed to show the layoff rate more clearly (layoffs surged in March-April 2020 during the pandemic). In 2018-2019, financial stresses and a slowdown prompted an about-face and led the Fed to eventually cut rates. As a percentage of employment, the layoff rate is now at 1%.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 29, 2024

in 10 trading days, for one of the best 10-day rallies ever and best since after the election in November 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. How much did it rally? The R2k gained 11.5%

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

JANUARY 29, 2024

Here’s something incredible: The economy has grown faster than the Congressional Budget Office forecasted in January 2020, before the pandemic. States and local governments pulled back on spending and investment in 2020 and 2021 in an attempt to shore up budgets in the face of an anticipated recession. Inflation dropped to 2.6%

Marketing 97

Marketing Marketing Economy Government 97

Sara Grillo

JUNE 24, 2024

This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Insurance 59

Insurance Math Financial Advice Compliance 59

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). However close to a quarter of the PPI basket that excludes food and energy is made up of “trade services,” which actually measures profit margins for retailers and wholesalers.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

OCTOBER 7, 2024

Hiring also seems to have pulled back a lot, with the Job Openings and Labor Turnover Survey (JOLTS) telling us that the hiring rate (hires as a percent of the labor force) has pulled back to 3.3% — a rate we last saw in 2013 (excluding the peak pandemic months in 2020).

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

AUGUST 19, 2024

2016 and 2020, for instance, both saw significant weakness leading up to the election, then strong rallies after. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But are we out of the woods yet? We don’t think so.

Retail 96

Retail Marketing Marketing Sales 96

Carson Wealth

APRIL 17, 2023

The recent drop in natural gas prices has also sent services prices lower over the past couple of months. This is the first price decline since September 2020 and bodes well for prices at restaurants, which are still elevated. Further good news: Prices for “food at home” i.e., groceries, fell 0.3%

Marketing 98

Marketing Marketing Food Economy 98

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. That comes out to a very impressive 12.2%

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

NOVEMBER 13, 2023

Since 2020, productivity has averaged a 1.4% Productivity subsequently fell in 2022, “reversing” the gains from 2020-2021. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Productivity surged after the pandemic hit.

Marketing 96

Marketing Marketing Economy Startup 96

Trade Brains

SEPTEMBER 17, 2023

Techknowgreen Solutions IPO Review: About the Company Techknowgreen Solutions Limited was incorporated in 2001, it is an environment consulting firm that provides environment consulting services. According to The Insights Partners, the global environmental consulting services market size which stands at USD 34.3 Cr Fresh Issue ₹16.72

Consulting 59

Consulting Government Compliance Clients 59

Trade Brains

OCTOBER 31, 2023

Despite the economic slowdown in Fiscal 2020, bank deposits grew by around 9%. The total assets of the public and private banking sectors increased significantly since 2020. It also provides non-financial services for Micro Loan customers, further strengthening its customer relationships. In 2022-23, they were US$ 1,553.57

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

FEBRUARY 12, 2024

A Strong Labor Market Is Key A lot of hiring took place in 2021 and 2022, with the economy more than recovering all the jobs lost in 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. What’s Next?

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

SEPTEMBER 9, 2024

There was a five-month win streak heading into September in 2020 and stocks fell nearly 4%. 2016 and 2020 both saw stock weakness ahead of contentious elections, only to see stocks soar at the end of the year once the election uncertainty was behind us. Year-end rallies are quite normal after the election is out of the way.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

SEPTEMBER 30, 2024

above what the CBO projected back in January 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Here’s some perspective on that upward revision of 1.3%-points: points: Germany grew just 0.3% Japan grew 3.0%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

MAY 13, 2024

And since economic conditions typically don’t change on a dime (except in March 2020 due to COVID-19), we’re comfortable projecting that view over the near term (one to three months), all while continuously updating our index with new data. As the chart below shows, our LEI can warn us of a recession ahead or at its early onset.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JANUARY 2, 2024

in October 2022 and causing a heap of pain since the summer of 2020. By mid-October, the 10-year Treasury yield was just short of 5% and at a level not seen since before the global financial crisis. The 10-year Treasury yield entered the year at 3.88%.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

MAY 6, 2024

annualized pace between the first quarter of 2020 and the first quarter of 2023, or the 1.5% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Over the last year, productivity grew 2.9%. That is well above the 1.1%

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

JANUARY 16, 2024

Commodities moved from the worst performing asset class in 2020 to one of the best in 2021 and 2022 and right back down to the worst performing last year. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 22, 2024

While new highs were set before bear markets in 1987, 2000, 2007, and 2020 in recent memory, the market has also made spectacular gains following new highs. In early 2020, the Aggregate Bond Index (Agg)’s yield would have had to climb just 0.2% They are perfectly normal. In general, these records have not been warning signs.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

DECEMBER 18, 2023

That period includes two bear markets, in 2020 and again in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Expect to see pullbacks, corrections, severe corrections, and perhaps even a bear market in which stocks fall 20%.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

MARCH 27, 2023

Think back to March 2003, March 2009, and March 2020. In 2003, the war in Iraq started after a three-year bear market; the global financial crisis was underway in 2009 and stocks dropped by half; and in 2020 the world shut down due to COVID-19. Why is this a good thing?

Marketing 52

Marketing Marketing Banking Economics 52

Carson Wealth

MARCH 20, 2023

March hit major lows in 2003, 2009, and 2020, amidst negative headlines and sentiment. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. March is well-known for major market lows and volatility.

Banking 52

Banking Marketing Marketing Startup 52

Carson Wealth

DECEMBER 26, 2023

The University of Michigan’s consumer confidence index sunk to levels below those seen in 2020 amid the pandemic and even levels recorded during the global financial crisis. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 89

Marketing Marketing Investing Investments 89

Carson Wealth

MAY 22, 2023

Home improvements also fell, primarily because many households had already completed their projects during the 2020-2021 pandemic period. We reviewed single-family housing starts across the five recessions that preceded the pandemic-led 2020 recession, including 1980, 1981-1982, 1990-1991, 2001, and 2007-2009.

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

APRIL 3, 2023

The 2022 number is a 53% increase from 2021, which itself saw a 54% increase from 2020. The increase from 2020-2022 was partly due to companies recognizing that supply chains extending across the world are vulnerable to disruptions and geopolitical events. The other reason is manufacturing investment in the U.S.

Marketing 52

Marketing Marketing Manufacturing Electronics 52

Carson Wealth

APRIL 8, 2024

The measure is at 80.7%, exactly where it was a year ago and higher than at any point between July 2001 and February 2020. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. But does a strong labor market raise inflation concerns?

Marketing 96

Marketing Marketing Valuation Economy 96

Sara Grillo

JUNE 2, 2022

It’s the typical financial services move of providing enough information to satisfy the minimum standard of transparency, but never going to the full extent that would enable the person to know what is really going on. #2. I have several issues with the methodology, namely: The advisor must have an “acceptable compliance record.”

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Brown Advisory

JUNE 2, 2021

As climate change has garnered increasing attention, the green bond market has surged, surpassing $1 trillion in total issuance in 2020. clean drinking water, sewers, sanitation, transport, energy); access to essential services (e.g., In 2020, we saw Japan, South Korea and Canada commit to net zero by 2050, and China net zero by 2060.

Certification 52

Certification Investing Investments Clients 52