Wealth Management

AUGUST 5, 2025

Related: Merchant Invests in Trust Company to Bring Those Services to RIA Network “I began evaluating potential partners in 2021 and narrowed the field in 2024 to the firms we believed could best support us in delivering the first-class experience and operational efficiency our clients expect,” Ott said. Number 8860726.

Wealth Management

Wealth Management

AUGUST 5, 2025

In 2018, the investment firm partnered with AdvisorAssist LLC, a regulatory, compliance and risk management consulting firm with which it expanded its relationship in 2022. Number 8860726. Merchant, which has 115 partner firms, has invested in Sterling Trustees, an independent South Dakota chartered trust company.

Investing

Carson Wealth

DECEMBER 2, 2024

Five Things to Know About December The final month of 2024 is here, and this week we wanted to show why the chance of another strong month to end this record-breaking year is likely. 2024 of course isn’t over yet, but it is pretty incredible that as strong as last year was, this year is up more right now.

Marketing

Carson Wealth

MARCH 3, 2025

Thats just about half the contribution we saw in 2023 and 2024. Goods spending can be volatile, but what holds steady is services spending (which makes up 46% of GDP). Its too early to tell whether the January services spending data is a blip. in 2024, well above the 2018-2019 average of 2.1%. on an annualized basis).

Marketing

Carson Wealth

JUNE 9, 2025

This was a big reason why we didn’t call for a recession anytime between 2022 and 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Economics

Carson Wealth

JANUARY 6, 2025

Well kick off the year by looking back at a few of our favorite charts for 2024. Favorite Charts From 2024 Last Tuesday, December 31, was the final trading day of the year. The Carson Investment Research Team put their heads together and chose some of the charts we thought best tell the story of 2024.

Marketing

Carson Wealth

NOVEMBER 11, 2024

A Record Number Didn’t Vote Although the numbers aren’t final yet (as some states continue to count votes), it is looking like a record number of people who were eligible to vote chose not to, with more than 98 million not voting in the 2024 election. This is up from just over 82 million four years ago.

Marketing

Carson Wealth

AUGUST 4, 2025

For perspective, the prior 3-month average (February–April) was 127,000, which was already a slowdown from the 2024 average of 168,000. The big break came after Covid when global supply chains broke, but the downtrend resumed in 2023–2024. Services spending ran at a 0.9% in 2023–2024 and 2.5% over the last three months.

Marketing

Carson Wealth

DECEMBER 16, 2024

We think so and continue to expect a potential year-end rally and more new highs before 2024 is officially in the books. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Should you still believe in Santa? of the time).

Marketing

Carson Wealth

JANUARY 21, 2025

below the December 6, 2024 all-time high. over Bidens four years and was over 5% in 2023 and 2024. across 2024 (year over year), and core CPI is up 3.2%. Lets focus on where excess inflation is coming from for CPI and compare the 2024 data to 2019 (when headline and core CPI were up 2.3% Compliance Case # 7549095.1._012125_C

Marketing

Carson Wealth

OCTOBER 28, 2024

Election years tend to be good for markets, especially election years of the type we’re having in 2024. What has happened: This one has certainly held true to form when looking at 2024, with markets shining so far in an election year (2024) under a new president (Biden). That’s a joke you can use all year now.”

Marketing

Carson Wealth

NOVEMBER 18, 2024

At the same time, we still expect to see additional gains in 2024. Their most recent unemployment rate projections (from the September meeting) confirm this – they projected the 2024 and 2025 unemployment rate to remain steady at 4.4% (it’s currently at 4.1%). Just how rare has this year been?

Marketing

Carson Wealth

JUNE 30, 2025

Inventories were the reason why prices rose in 2023–2024 despite falling home affordability. But you’re seeing a sharp deceleration in the year-over-year pace from one year ago (April 2024) across the board, with San Diego, Miami, LA, Tampa, and Charlotte topping the list. Inventories were low, and that drove prices higher.

Marketing

Carson Wealth

DECEMBER 23, 2024

In other words, the official SCR is set to begin next week on Tuesday, December 23, 2024. With stocks extremely oversold going into this historically strong time of year, wed expect to see a bounce to close out a solid year for investors in 2024. in Q3 2024, while core PCE ran at 2.1%. year to date. 2025: Up from 2.2%

Marketing

SEI

JULY 18, 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.

Investments

Carson Wealth

DECEMBER 30, 2024

Old investing maxim This is our last market commentary of 2024, and it may be the most important. In fact, in the second half of todays commentary we look back at the recommendations we shared at the beginning of the year in our 2024 Outlook and how they turned out. With that, heres the verdict on 12 calls we made in our 2024 Outlook.

Marketing

Carson Wealth

APRIL 7, 2025

Thats because Lesotho exported about $237 million of goods to the US in 2024 (mostly diamonds and Levis jeans), while they imported only about $7 million worth of products from the US (they cant really afford to buy a lot of American products). As calculated, thats (237-7)/237 = 97%, and halving that gets close to 50%.

Marketing

Carson Wealth

JUNE 23, 2025

Exactly a year ago, Fed members projected just one cut across the rest of 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. And for 2026, forecasts were more widely dispersed than in March.

Marketing

Carson Wealth

MARCH 10, 2025

Stocks Fell Again The S&P 500 had a late week bounce on Friday last week, but still fell more than 3% for the week for the worst week for the index since early September 2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

Carson Wealth

FEBRUARY 3, 2025

He noted that the inflation numbers a year ago (in Q1 2024) were quite strong (remember that scare?), In particular, it hurts US exports, which is exactly what happened in the fourth quarter of 2024. for Q4 2024, a tad below expectations but still a solid reading and along trend. Compliance Case # 7594817.1._020325_C

Marketing

Carson Wealth

JULY 7, 2025

The economy has created 782,000 jobs over the first six months of the year, versus 985,000 over the first six months of 2024 and 1.5 in December 2024. Immigration has slowed to an annualized pace of around 600,000, about a third lower than where it was in Q4 2024. That compare to 12,000 in April and 27,000 on average in 2024.

Marketing

Carson Wealth

FEBRUARY 24, 2025

last quarter (Q4 2024) to $1.2 Across 2024: Overall household debt grew by 3% Disposable income grew by 5% In some ways, thats what driving the economy, even as households become less levered. Its remarkable that disposable incomes have grown faster than overall debt for the second year in a row (2023 and 2024). in Q4 to $18.0

Marketing

Carson Wealth

MARCH 24, 2025

At the same time, hiring is clearly weak, with the hire rate running close to 2013 levelsby no means terrible, but much lower than it was in 2018-2019 or even 2022-2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing

Carson Wealth

JULY 21, 2025

That’s not recessionary but it is really soft, and well below the near 3% pace we saw in 2023-2024. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Meanwhile, Fed policy rates are around 4.4%.

Marketing

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

Marketing

Carson Wealth

APRIL 28, 2025

at the end of 2024, well above the 41-year average of 15.5. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Right now, the 2026 EPS level is at $302/share (about 2% below where it started the year, at $309/share). It was 22.4

Marketing

Carson Wealth

JULY 28, 2025

Prices for services like airfares and hotels are falling, indicating lower demand amid softer wage growth. Households are just about able to keep up with price increases and maintain current levels of spending, but consumption is not growing at the pace it was in 2023-2024. Of course, it was dominated by US large caps.

Marketing

Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance

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

Carson Wealth

NOVEMBER 13, 2023

Business formation and policy could continue to support productivity in 2024. STOCK MARKET: WHY WE THINK THE BULL MARKET WILL CONTINUE IN 2024 [link] As we head into 2024, earnings could drive stocks higher. When profits are at a record, stocks tend to follow, and we expect that to occur in 2024.

Marketing

Carson Wealth

DECEMBER 26, 2023

It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. Going against the crowd will always ruffle feathers, but we saw many reasons to do it then, and we see many more to expect continued good times in 2024. Here’s our final reason to be bullish in 2024.

Marketing

Carson Wealth

DECEMBER 11, 2023

Multiple signs indicate there won’t be a recession in 2024, which contradicts what many expect. We broke this down as a percentage of disposable income to keep it consistent, but it tells a story not often told and suggests no recession is coming in 2024. The consumer remains strong and household balance sheets are in good shape.

Marketing

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.

Compliance

Carson Wealth

JANUARY 2, 2024

As we look ahead to 2024, we want to share with you some of our team’s favorite charts on the year. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. As we approach 2024, the AI theme appears enduring. Just like everyone called it, right?

Marketing

Carson Wealth

DECEMBER 4, 2023

Inflation continues to come back to earth, suggesting it will no longer be a headwind in 2024. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. On top of that, we expect disinflation to continue into 2024. What sparked the historic rally? in 2023 and 2.6% 5.50% to the 4.0-4.25%

Marketing

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. The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024.

Marketing

Carson Wealth

AUGUST 12, 2024

As scary as last week was, even the best years tend to see volatility and some scary headlines, so to think 2024 would be any different was probably foolish. pullback we’ve seen in 2024 in better perspective. We don’t expect 2024 to be any different. peak to trough intra-year as well. That puts the 11.5% rally and 8.5%

Marketing