Carson Wealth

NOVEMBER 18, 2024

51 new highs is the most since 2021 and ranks as the seventh most ever, with this year the second most in an election year ever (1964 saw 65 new highs). Since President Biden took office in January 2021, the S&P 500 has gained more than 52%, for a very impressive annualized return of 11.6%. under President Clinton the strongest.

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

JUNE 23, 2025

Upward-trending inflation tends to spook central bankers, even more so because they missed the boat in 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market. We could very well see inflation pick up, with core inflation rising from 2.7%

Marketing 78

Marketing Marketing Investing Investments 78

Carson Wealth

FEBRUARY 3, 2025

4.50% range and continued to trim their bond portfolio, as expected. DeepSeek was founded by a quantitative trading firm in China, one of China’s largest (they had $15 billion of assets in 2015, but this dropped to $8 billion by 2021). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 75

Marketing Marketing Economy Investing 75

Carson Wealth

JULY 21, 2025

In other words, new highs happen a lot and being scared of new highs isn’t going to benefit your portfolio. And they likely don’t want to look foolish again, given what happened in 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market. Incredibly, that comes out to a new high 7.2%

Marketing 72

Marketing Marketing Food Transportation 72

Wealth Management

JULY 24, 2025

Meanwhile, when Nicolas Wealth started work on its first ETF, FIAX, in 2021, it was mostly out of necessity, according to David Nicholas, founder and president of the firm. Pooling the assets from the different SMAs into an ETF vehicle means the advisor now only has to manage a single portfolio vs. hundreds of accounts.

Wealth Management 223

Wealth Management Estate Planning Compliance Clients 223

Carson Wealth

MAY 19, 2025

All else equal, deficit-financed spending will boost profits (as they did in 2016-2019, 2020-2021, and even 2023-2024). But from the perspective of portfolio construction, the above two questions (and their answers) matter a lot for what can potentially provide diversification. How Big Will the Tax Bill Be?

Marketing 52

Marketing Marketing Taxes Economy 52

The Better Letter

MARCH 18, 2025

Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Six 11 seeds have made it to the Final Four: LSU in 1986, George Mason in 2006, VCU in 2011, Loyola Chicago in 2018, UCLA in 2021, and NC State last year. It applies to your personal portfolio, too. It was even enforced.

Numbers 76

Numbers Marketing Marketing Medicine 76

Trade Brains

SEPTEMBER 15, 2023

Since the start of Jan 2021, the stock has given a multi-bagger of 298% to its investors. 2021 454.59 -11.99 6 2021 0.12 Upgradation, digitalization and compliance of Information Technology (IT). The professionals and technology in this industry are crucial for advancing society and promoting development. 4 2020 0.33

Planning 105

Planning Manufacturing Compliance Accounting 105

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. The article points out trades ranging from $1 – $5 Million from June 2021 – June 2022. Just ask Martha Stewart.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

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. If a worker can get higher pay by switching jobs, which is what happened in 2021-2022, employers may have to pony up more to keep them. Over the six years from 2014 to 2019, forward capex rose 22%.

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

JANUARY 16, 2024

Just as importantly, with higher starting yields and falling inflation, bonds are less vulnerable to losses and are once again more likely to add ballast to a portfolio during periods of volatility. Balanced Portfolio Trends of the past may continue or could suddenly reverse. Aggregate Bond Index would be perfectly satisfactory.

Investing 96

Investing Investments Marketing Marketing 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. That’s the lowest reading since March 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Compliance 96

Trade Brains

SEPTEMBER 26, 2024

NSE also oversees compliance by its members and listed companies with relevant rules and regulations. Financial Highlights Of NSE IPO Financial Year Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Revenue (Crores) 3,508 5,625 8,929 11,856 14,780 Net Profit (Crores) 1885 3573 5198 7356 8306 EBITDA(Crores) 2,706 4690.98 crores in 2024.

Compliance 90

Compliance Banking Management Risk Management 90

Carson Wealth

JUNE 10, 2024

annualized, but well off the red-hot levels of 10%+ in 2021-2022 (when inflation surged), so the Fed should have little concern that the current rate could drive inflation higher. A diversified portfolio does not assure a profit or protect against loss in a declining market. It’s been steady at that level for a few months now.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 18, 2023

That’s the slowest pace since March 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01904404_091823_C The post Market Commentary: More Seasonal Choppiness appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Retail 96

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. annual pace – the slowest monthly pace since August 2021! A diversified portfolio does not assure a profit or protect against loss in a declining market. That comes out to a very impressive 12.2%

Marketing 98

Marketing Marketing Food Economy 98

Trade Brains

SEPTEMBER 13, 2024

The company portfolio includes residential developments like Arkade Crown in Borivali and Arkade Aspire in Goregaon. Its projects stand out for modern designs, sustainable practices, and compliance with regulatory norms, including RERA compliance. It is among the most well-known industries worldwide. of the Indian GDP.

Compliance 52

Compliance Sales Marketing Marketing 52

Carson Wealth

APRIL 29, 2024

Services spending accelerated at the fastest pace since the third quarter of 2021 when it was fueled by the pandemic recovery. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02219915_042924_C The post Market Commentary: Is “Sell in May” Still Relevant?

Marketing 97

Marketing Marketing Economy Government 97

Trade Brains

NOVEMBER 16, 2023

lakh for non-compliance with the RBI directions. Before that, back in January 2021, RBI fined them Rs. Second – Penalty on Bajaj Finance for not adhering to rules On October 13th of this year, the RBI imposed a monetary penalty of Rs. Specifically, failure to report and delay in reporting certain frauds to the RBI.

Compliance 59

Compliance Financial Services Insurance Numbers 59

Trade Brains

OCTOBER 31, 2023

The bank’s assets under management nearly doubled from ₹8,425 Cr in March 2021 to ₹16,331 Cr in March 2023. Revenue also saw a substantial increase, rising from ₹1,768 Cr in 2021 to ₹3,141 Cr in 2023. Concurrently, the bank’s borrowings have also increased from ₹1,694 Cr in March 2021 to ₹3,354 Cr in March 2023.

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

SEPTEMBER 11, 2023

in 2021 during a great bull market. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01897809-091123_C_T The post Market Commentary: Four Big Questions appeared first on Carson Wealth. Treasuries have fallen over the last decade.

Marketing 93

Marketing Marketing Government Economy 93

Trade Brains

MAY 30, 2024

Within this dynamic landscape, Vedanta emerges as a key player, renowned for its diversified portfolio encompassing zinc, lead, silver, copper, iron ore, aluminum, and oil & gas. The company’s diverse portfolio positions it strategically to capitalize on shifts in global demand patterns and commodity prices. Net profit (Cr.)

Planning 59

Planning Portfolio Electronics Compliance 59

Carson Wealth

FEBRUARY 20, 2024

Apartment List’s national rental index has been decelerating since November 2021, and rents have been falling on a year-over-year basis for eight months. in January, equivalent to an annualized pace of 4.2% ­­— the slowest since September 2021. January threw a further wrench into the data. Rents rose 0.3%

Marketing 96

Marketing Marketing Economy Medicine 96

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. Cr in 2021 to 4.51 Cr and 14.86 Cr in 2023. Written by Bharath K.S

Consulting 59

Consulting Government Compliance Clients 59

Carson Wealth

MARCH 25, 2024

More recently, the meme stock craze of 2021 stands out as a bubble. The Nasdaq has been practically flat since November 2021. That doesn’t exactly scream stocks have gone too far, does it? We’ve been overweight equities since December 2021, and we’re comfortable staying there. Trust me, there were many.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

JANUARY 8, 2024

The last time the S&P gained 20% (2021), stocks moved into a bear market the following year (2022), but the nine years before that (and 10 of the last 11) markets gained after a 20% year. 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

OCTOBER 14, 2024

year over year, which is the slowest pace since March 2021. Shelter inflation that happened in 2021 – early 2022 is still showing up in the data (though there’s good news here, which I’ll discuss below). A diversified portfolio does not assure a profit or protect against loss in a declining market. A year ago, it was 3.7%.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

JULY 8, 2024

In other words, it isn’t easy to find a job if you’re looking for one right now, a very different situation from what we saw in 2021/2022 through early 2023. What’s likely happening is that companies did a lot of hiring in 2021/2022 (maybe too much) and are now easing up. for 7 months now. It averaged 1.2%

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

NOVEMBER 13, 2023

Economic output regained its pre-pandemic level by the first quarter of 2021, with 8 million fewer workers, which translated to higher productivity per worker. Productivity subsequently fell in 2022, “reversing” the gains from 2020-2021. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Startup 96

Carson Wealth

APRIL 17, 2023

Thanks to the pullback in oil prices, energy commodity prices are now below where they were in December 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 01734683 The post Market Commentary: The Bullish Signals Are Stacking Up appeared first on Carson Wealth.

Marketing 98

Marketing Marketing Food Economy 98

Carson Wealth

APRIL 8, 2024

Much of the employment growth over the past year has come from non-cyclical sectors, such as health care, education, and government, but only because these sectors lagged the initial recovery in 2021-2022. annualized, but well off the red-hot levels of 10%+ in 2021-2022 when inflation surged. However, cyclical areas are bouncing back.

Marketing 96

Marketing Marketing Valuation Economy 96

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Clients 144

Clients Assets Investing Portfolio 144

The Big Picture

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” BERRUGA: So many of our clients were struggling to find alternative sources of income for their portfolios. Is that who the Global X investor is?

Clients 157

Clients Investing Investments Management 157

Carson Wealth

JANUARY 29, 2024

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

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

NOVEMBER 20, 2023

Housing prices spiked briefly in September, but the downtrend resumed in October, with housing inflation running at close to a 5% annualized pace — the slowest pace since December 2021. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

JANUARY 22, 2024

While our view on the economy leads us to favor stocks over bonds in 2024, we believe bonds are poised to return to their traditional roles as portfolio stabilizers and sources of diversification. The average yield from 2010-2021 was just 2.34%. That question is just as relevant for 2024, and we believe the answer is yes. 16 was 4.65%.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

JANUARY 2, 2024

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

Marketing 89

Marketing Marketing Economy Manufacturing 89