Carson Wealth

DECEMBER 2, 2024

In the past decade it has been only the 10 th best month, thanks in part to a 6% drop in 2022 and a 9% crash in 2018. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The next closest has been April, up more than 71% of the time.

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

JUNE 9, 2025

Current levels are similar to what we saw in mid-2022, when recession risks were elevated but the economy never plunged into an actual recession. This was a big reason why we didn’t call for a recession anytime between 2022 and 2024. We have a big problem in housing and some of that is because of what happened soon after Covid.

Economics 69

Economics Marketing Marketing Economy 69

Carson Wealth

MARCH 3, 2025

Those other times we saw fear similar to this were times like the recession and near bear market of 1990, October 2008 and March 2009 during the Great Financial Crisis, and the end of the bear market in 2022. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

JANUARY 6, 2025

Lingering pandemic fatigue and inflation spiking to its highest level in over 40 years in mid-2022 significantly dampened economic sentiment. According to United Nations data, the old-age to working-age dependency ration in the US in 2022 was 29.4 For comparison, the dependency ratio in 2022 was 38.0 in Germany and 55.4

Marketing 64

Marketing Marketing Economy Economics 64

Carson Wealth

NOVEMBER 11, 2024

Many noted how the 2022 midterms came in much closer to expectations and that maybe this time so would the presidential election, but this is yet another election involving President Trump that saw his eventual numbers come in better than expected, similar to 2016 and 2020.

Marketing 95

Marketing Marketing Economy Numbers 95

Carson Wealth

DECEMBER 16, 2024

y/y, down from a peak of 9% in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. CPI for restaurant prices is up 3.6% The current pace is only slightly above what we saw in late 2019.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

OCTOBER 28, 2024

Chart 1: Election Years Tend to Be Higher What we said then: “The best year for stocks is a preelection year (like 2023), while midterm years (like 2022) are the worst. That played out this time, with stocks down big in 2022 and bouncing back big in 2023. Election years gain 7.3% on average, but are higher a very impressive 83.3%

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

JUNE 30, 2025

Here’s a comparison of monthly mortgage payments at different times, assuming 20% down, prevailing mortgage rate, and median home price: Jan 2021: $990 Jun 2022: $1,880 Jun 2024: $2,250 May 2025: $2,210 Affordability has hardly improved over the last two years.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

JUNE 23, 2025

Year Three Tends To Be Choppy The S&P 500 gained more than 22% the first year off the October 2022 bear market lows, followed by nearly another 34% in the second year. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

JUNE 16, 2025

We would say no, as we never left the bull market that started in October 2022. Russia’s invasion of Ukraine tipped inflation over the edge, and we got the highest inflation in 40 years back in 2022—ultimately resulting in a bear market for stocks, with bonds failing to provide diversification.

Marketing 69

Marketing Marketing Economy Portfolio 69

Carson Wealth

FEBRUARY 24, 2025

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Think about all of this a little more.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

JULY 7, 2025

It was running over two million between 2022 and 2024—there’s a reason why payroll growth averaged about 254,000 a month during those three years. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 69

Marketing Marketing Economy Numbers 69

Carson Wealth

MARCH 24, 2025

The last time we saw this was in early October 2022, right as that bear market was ending. Transitory Makes an Unexpected Comeback It was three years ago at the March 2022 Fed meeting that Fed Chair Jerome Powell said inflation was likely transitory. This is extremely rare but could be a clue a major low is in place or trying to form.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

JUNE 16, 2025

We would say no, as we never left the bull market that started in October 2022. Russia’s invasion of Ukraine tipped inflation over the edge, and we got the highest inflation in 40 years back in 2022—ultimately resulting in a bear market for stocks, with bonds failing to provide diversification.

Marketing 72

Marketing Marketing Economy Portfolio 72

Carson Wealth

APRIL 28, 2025

Do you raise prices and bet on “price over volume” (like in 2022-2023)? But the Fed offers no relief as they focus on the inflation side of their mandate, as they did in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 78

Marketing Marketing Economy Manufacturing 78

Carson Wealth

APRIL 14, 2025

At the same time, after more than a 70% rally from the October 2022 lows and not even a 10% correction last year, we were on record that a 10-15% correction was likely this year. Market-implied inflation expectations over the next year (as measured by inflation swaps) have surged to almost 3.6%, which is the highest since mid-2022.

Economics 83

Economics Marketing Marketing Economy 83

Carson Wealth

DECEMBER 11, 2023

The improvement in housing prices has quietly created enormous wealth, while stocks have had a tremendous run despite the setback in 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

JANUARY 8, 2024

So, although last year was quite the run, we need to remember just how bad 2022 was. 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. million jobs. While that is lower than the 4.8

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Marketing Marketing Economy Numbers 96

Trade Brains

DECEMBER 15, 2022

The IPO will open for subscription on December 19th, 2022, and close on December 21st, 2022. In this article, we will look at the KFin Technologies IPO Review 2022 and analyze its strengths and weaknesses. KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform.

Compliance 52

Compliance Financial Services Assets Sales 52

Carson Wealth

AUGUST 5, 2024

The unemployment rate came in above expectations at 4.3%, the highest level since early 2022. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

AUGUST 12, 2024

We saw both strong services data and a move lower in initial jobless claims, sparking the big late week rally. In the end, Monday was the worst day since September 2022, while Thursday was the best day since November 2022. But point to point, the S&P 500 ended the week almost exactly where it began.

Marketing 95

Marketing Marketing Numbers Economy 95

SEI

SEPTEMBER 13, 2022

Tue, 09/13/2022 - 13:24. In this impact brief, Joseph Krull addresses the state of cybersecurity for financial services and introduces the security management partner concept to bring financial industry precision to financial institution security. Introducing the security management partner. Case study. vlaskowski.

Management 52

Management Financial Services Compliance Budgeting 52

Carson Wealth

SEPTEMBER 11, 2023

in 2022 during a horrible bear market and 4.8% before the pandemic and above the historical average of 3.1% (1947-2022). As of the fourth quarter of 2022, the major holders of U.S. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

SEPTEMBER 18, 2023

As the chart below shows, the primary driver of disinflation over the past year, from a peak of 9% in June 2022 to 3% in June 2023, was falling energy prices. Housing inflation ran at an annualized pace of 8-10% between June 2022 and February 2023. Inflation, as measured by the Consumer Price Index (CPI), rose 0.6%

Marketing 96

Marketing Marketing Economy Retail 96

SEI

AUGUST 17, 2022

Sandy Ewing to Lead SEI’s Family Office and Regulatory Services. Wed, 08/17/2022 - 09:08. A 27-year SEI veteran, Ewing will continue to report to CEO Ryan Hicke and brings more than 40 years of financial services experience, spanning the wealth management, trust, custody, and securities servicing industries.

Financial Services 52

Financial Services Compliance Commission Assets 52

Trade Brains

SEPTEMBER 26, 2024

This model encompasses exchange listings, trading services, and clearing and settlement processes. It also includes indices, market data feeds, and financial education offerings. NSE also oversees compliance by its members and listed companies with relevant rules and regulations. crores in 2022 before settling at ₹968.46

Compliance 90

Compliance Banking Management Marketing 90

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Chief Compliance Officer. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Carson Wealth

NOVEMBER 27, 2023

billion in October, which was more than in October 2022 at the bottom of a vicious bear market. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Retail investors sold stocks to the tune of $15.6

Marketing 96

Marketing Marketing Manufacturing Economy 96

Carson Wealth

MARCH 4, 2024

At Carson, we have been overweight equities since late 2022. As of the fourth quarter of 2023, ECI for private sector workers was running at an annualized pace of 3.7%, well below peak levels in 2022 to early 2023. The average return for those years was 21.2%. It’s only slightly elevated relative to the 2017-2019 average of 2.9%.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JANUARY 16, 2024

The four-year election market cycle, which has held largely true to form in 2022 and 2023, also signals a solid year, especially when we have a first-term president (independent of party). Expectations for a recession and a continuation of the dreary returns of 2022 were widespread. Aggregate Bond Index would be perfectly satisfactory.

Investments 96

Investments Investing Marketing Marketing 96

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. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

OCTOBER 14, 2024

Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Another Reason to Rejoice It took more than 15 months for the S&P 500 to rebound from the lows of the bear market in October 2022 to the new highs set two weeks ago. This was a long wait for investors.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 13, 2024

We’ve been overweight equities since December 2022 and remain there today, as we expect to see stocks move to new highs this summer and the bull market to continue. Importantly, it did not point to a recession in 2022 or 2023, which is why we maintained that the U.S. Housing is no longer a drag, as it was in 2022 and most of 2023.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

OCTOBER 30, 2023

Surging interest rates crushed the housing market in 2022, which was not unexpected. In any case, this dynamic is likely to continue and even if housing doesn’t contribute much to GDP going forward, it’s unlikely to impede the economy as much as it did in 2022. Median net worth rose 37% between 2019 and 2022.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JULY 24, 2023

Amazingly, the economy accelerated after a poor first half of 2022 even as the Federal Reserve hiked rates aggressively, taking the federal funds rate from 0.25% to 5.25%. 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 Economy Retail 98

Carson Wealth

FEBRUARY 26, 2024

billion in the fourth quarter of 2022. It gained more than 16% on Thursday, the day after the company reported earnings and is up almost 60% year to date after a spectacular 2023 (following a very weak 2022, like many tech companies). Sales more than tripled compared to one year ago, clocking in at $22.1 billion versus $6.2

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Marketing Marketing Valuation Economy 96