Carson Wealth

MAY 27, 2025

The rate environment was also making headlines, as the 30-year Treasury yield approached its October 2023 high before retreating on Thursday and Friday. It makes sense that commodities have underperformed stock downturns often happen during periods of economic weakness, when lower demand weighs on commodity prices.) for the week).

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

Carson Wealth

JANUARY 21, 2025

over Bidens four years and was over 5% in 2023 and 2024. Economic expectations over the next year have lifted from where they were pre-election, although were likely to get slower real growth than the 3.0% More importantly, between rate cuts and the expected policy shift, the perception of downside economic risk has improved.

Marketing 75

Marketing Marketing Insurance Economy 75

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 Investing 96

SEI

JULY 15, 2025

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Key differences.

Investing 52

Investing Investments Taxes Wealth Management 52

The Big Picture

MARCH 4, 2025

And in my summer in between I worked for Mayor Daley in Chicago on economic development issues. And I think even, you know, in 2024 I saw a significant uptick in issuance versus 2023. I’ll speak for, you know, financial services specifically. And there’s a lot of sort of women’s networking events.

Banking 130

Banking Economy Startup Marketing 130

Carson Wealth

DECEMBER 30, 2024

on discussing the economy, an area where our prediction for no recession in 2023 and 2024 was seen as quite bonkers at the time. Verdict: Correct Our proprietary leading economic index (LEI) for the US never indicated a recession in 2023 or 2024. (We Thats one reason why we spill a lot of ink (or keystrokes!)

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

JUNE 30, 2025

Inventories were the reason why prices rose in 2023–2024 despite falling home affordability. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Inventories were low, and that drove prices higher. That’s no longer the case.

Marketing 78

Marketing Marketing Investing Investments 78

Carson Wealth

MARCH 10, 2025

In fact, we had two 5% mild corrections last year plus a 10% correction, and one mild correction in 2023, but both years that gained more than 20% when all was said and done. Our basic conclusion was that while we did see an increase in economic risks, it did not change our baseline view. Its not just the uncertainty from tariffs.

Marketing 80

Marketing Marketing Economy Government 80

Carson Wealth

FEBRUARY 3, 2025

The difference is that weve gotten a string of strong economic data since then, resulting in fading recession fears (and fewer rate cuts being priced in as a result). He admitted that they do need to see what the actual policy will be before estimating the economic impact, let alone determining the appropriate policy.

Marketing 75

Marketing Marketing Economy Investing 75

Carson Wealth

FEBRUARY 24, 2025

Trillion, the slowest quarterly increase since Q2 2023. Its remarkable that disposable incomes have grown faster than overall debt for the second year in a row (2023 and 2024). That becomes important because disposable income is used for servicing debt. Debt service payments are just 11.3% last quarter (Q4 2024) to $1.2

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

JULY 7, 2025

million over the first six months of 2023. Of course, this also drove aggregate income growth well above the pre-pandemic trend, which in turn drove real GDP growth close to 3% annualized in 2023–2024. For one thing, job growth has really slowed. The pace of job growth has eased to 1.1% year over year, down from 1.3% in December 2024.

Marketing 69

Marketing Marketing Economy Numbers 69

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

Risk Management 105

Risk Management Financial Services Management Numbers 105

Calculated Risk

OCTOBER 26, 2023

From the BEA: Gross Domestic Product, Third Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 4.9 percent in the third quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 2.1

Government 220

Government Financial Services Food Retail 220

Calculated Risk

MARCH 4, 2023

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, March 6th -- No major economic releases scheduled. -- Tuesday, March 7th -- 8:00 AM: Corelogic House Price index for January. The key report scheduled for this week is the February employment report. million from 10.4

Financial Services 147

Financial Services Banking Economics Government 147

Calculated Risk

JANUARY 25, 2024

From the BEA: Gross Domestic Product, Fourth Quarter and Year 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 3.3 percent in the fourth quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the third quarter, real GDP increased 4.9

Government 173

Government Pharmaceutical Commission Financial Services 173

Calculated Risk

APRIL 25, 2024

percent in the first quarter of 2024 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the fourth quarter of 2023, real GDP increased 3.4 The increase in consumer spending reflected an increase in services that was partly offset by a decrease in goods.

Government 189

Government Commission Financial Services Insurance 189

Calculated Risk

JUNE 17, 2023

House Financial Services Committee During the day: The AIA's Architecture Billings Index for May (a leading indicator for commercial real estate). -- Thursday, June 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released. Housing economist Tom Lawler expects the NAR to report sales of 4.25 million SAAR for May.

Sales 130

Sales Financial Services Manufacturing Banking 130

Cornerstone Financial Advisory

OCTOBER 9, 2023

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (DAL)

Marketing 105

Marketing Marketing Taxes Economics 105

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Trade Brains

DECEMBER 31, 2022

Nifty is owned and managed by India Index Services and Products (IISL). Nifty 50 Companies List – Constituents of Nifty 50 by Weights – 2023. Adani Ports and Special Economic Zone Ltd. Services ADANIPORTS 0.77%. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

JANUARY 2, 2024

Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Calculated Risk

JULY 27, 2023

From the BEA: Gross Domestic Product, Second Quarter 2023 (Advance Estimate) Real gross domestic product (GDP) increased at an annual rate of 2.4 percent in the second quarter of 2023 , according to the "advance" estimate released by the Bureau of Economic Analysis. In the first quarter, real GDP increased 2.0

Government 100

Government Transportation Financial Services Insurance 100

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Chief Financial Officer. Financial Examiner.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Trade Brains

APRIL 23, 2023

Also Read – Best Small Cap Stocks Under Rs 50 – Top Stocks To Watch in 2023 Best Large Cap Stocks Under Rs 1000 #3 – Bharti Airtel Ltd. In addition to mobile network services, it is also a preferred choice of ICT, broadband, and DTH services. Adani Ports and Special Economic Zone Ltd. CMP ₹770 Market Cap (Cr.)

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Fast forward 12 months and not only did we not have a recession, but economic growth has accelerated over the past quarter and is showing strong momentum as we head into 2024.

Marketing 143

Marketing Marketing Economy Retail 143

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. C), The PNC Financial Services Group, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. billion as of December 2023. This represents a 1.6%

Banking 111

Banking Financial Services Insurance Assets 111

Cornerstone Financial Advisory

JANUARY 17, 2023

This Week: Key Economic Data. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (GS), UAL), The PNC Financial Services Group, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Planning 52

Cornerstone Financial Advisory

JULY 17, 2023

6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, July 14, 2023 2. The Wall Street Journal, July 14, 2023 3. The Wall Street Journal, July 14, 2023 4.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

JUNE 24, 2023

Best Mutual Fund Apps # 2 – ETMONEY Mutual Fund App ETMONEY was founded by a group of passionate Entrepreneurs, IITians and Designers with deep expertise in technology, mobile & financial services. The post 6 Best Mutual Fund Apps In India 2023 – List Of Top Mutual Fund Apps appeared first on Trade Brains.

Commission 98

Commission Investing Investments Planning 98

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. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. in 2023 and crashed further to 1.5% And that is what is happening now. economy grew 5.8%

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 13, 2024

The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

FEBRUARY 12, 2024

The potential for further productivity gains after a strong 2023 continues to be an important focus for us at Carson. over the last three quarters of 2023, which is the largest non-recessionary gain since the late 1990s and more than double the pace of productivity growth between 2005 and 2019. at the end of 2022 to 2.6%

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

JANUARY 16, 2024

What a strange year we had in 2023. Carson Investment Research took an unpopular contrarian stance in 2023, calling for the expansion to continue and stocks to post solid gains, based simply on what we were seeing in the data. While 2023 was a strong year, solid performance has not historically been a harbinger of market downside.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 8, 2024

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. We’ve heard from many investors asking how the S&P 500 could possibly do well in 2024 after gaining more than 20% in 2023. million jobs.

Marketing 96

Marketing Marketing Economy Numbers 96

SEI

SEPTEMBER 6, 2022

The great reassessment: Your cybersecurity strategy to kick start 2023. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. Your cybersecurity strategy to kick start 2023. vlaskowski. Tue, 09/06/2022 - 09:30. Cybersecurity. Contact us.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52