Carson Wealth

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. Business formation and policy could continue to support productivity in 2024. November and December are historically two of the strongest months.

Marketing 96

Marketing Marketing Economy Startup 96

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. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Risk Management Guru

NOVEMBER 20, 2023

Firms are investing in new technologies and processes to help them identify and mitigate operational risks. Firms are investing in new technologies and processes to protect themselves from cyberattacks, such as network security and data encryption. Regulatory compliance : The regulatory landscape is constantly changing.

Risk Management 105

Risk Management Financial Services Management Compliance 105

XY Planning Network

DECEMBER 11, 2023

This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant. Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act.

Investment Advisor 92

Investment Advisor Investing Investments Fee Only 92

Harness Wealth

NOVEMBER 30, 2023

In November 2023, Harness Tax hosted a webinar that we called “Learn to Love Accounting Again – Redesign Your Practice for 2024.” The post Webinar Recap: Learn to Love Accounting Again – Redesign Your Practice for 2024 appeared first on Harness Wealth - Advice for Equity Owners. Schedule your free demo today.

Accounting 52

Accounting Taxes Clients Compliance 52

Carson Wealth

JANUARY 29, 2024

We expect rate cuts in 2024, perhaps starting in May. With many investors worried stocks have gone too high too fast, this shows those concerns may be overblown and this bull market should continue to move higher in 2024. Residential investment is also likely to be a tailwind if mortgage rates ease once the Fed pivots to rate cuts.

Marketing 97

Marketing Marketing Economy Government 97

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? The markets played out as we expected.

Marketing 96

Marketing Marketing Economy Compliance 96

Trade Brains

FEBRUARY 26, 2024

2500 Cr which will open on 28th February 2024. The issue will close on 1st March and be listed on the exchange on 6th March 2024. This will be India’s 2nd listed highway Infrastructure Investment Trust. Before we get into reviewing Bharat Highways InvIT, let us understand what an Infrastructure Investment Trust is.

Government 59

Government Assets Compliance Transportation 59

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 96

Marketing Marketing Economy Numbers 96

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. All indices are unmanaged and may not be invested into directly.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

JANUARY 22, 2024

As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. Aggregate Index in 2024. For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. by the end of 2024. by the end of 2024.

Marketing 97

Marketing Marketing Economy Portfolio 97

Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. increase in the last quarter of 2024. In fact, government spending eased in the first quarter as federal nondefense spending fell and state/local government investment pulled back. So, what happened?

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Productivity gains help create a virtuous cycle in which real wages grow without adding pressure to inflation, helping to keep interest rates low, which in turn spurs further investment. So, what now?

Marketing 97

Marketing Marketing Economy Investing 97

Carson Wealth

APRIL 1, 2024

DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. by the end of the first quarter, which is a little different than the approximately 10% gain so far in 2024.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

DECEMBER 18, 2023

13, was important for two reasons: The Federal Reserve acknowledged that inflation is easing faster than expected, and Fed members will likely start cutting rates in the first half of 2024. The 2024 estimate was revised from 2.6% They moved the 2024 rate estimate from 5.1% Wednesday, Dec. Let’s start with the Fed meeting.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

FEBRUARY 20, 2024

Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. Profit margins are curling higher, business investment is strong, inflation overall remains in a downtrend, and the Federal Reserve will likely begin cutting rates over the coming months. Headline CPI rose 0.3%

Marketing 96

Marketing Marketing Economy Medicine 96

Carson Wealth

SEPTEMBER 25, 2023

The expectation for GDP growth in 2024 was also increased from 1.1% The Fed had projected some rate cuts in 2024, but expectations for a stronger economy has caused those projections to fall. In June, the Fed projected the 2024 rate at 4.6%, implying 1% worth of cuts. and the 2024 rate up from 4.1% by the end of 2024.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

NOVEMBER 20, 2023

In 2024, even a slightly less restrictive Fed may be welcomed by markets, which may cheer a federal funds rate of 4.5% In fact, we believe expectations for rate cuts in the first six months of 2024 will increase. Combined with easing housing inflation, all signs point to inflation falling further in 2024. at year-end.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

APRIL 8, 2024

One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. Higher productivity was a key theme in our 2024 Outlook , and it’s encouraging to see signs of that continuing, mostly thanks to a strong labor market drawing in more workers, including immigrants. on average.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

NOVEMBER 27, 2023

These factors are tailwinds as we head into 2024 and likely beyond. All indices are unmanaged and may not be invested into directly. Compliance Case # 01997363_112723_C The post Market Commentary: Reasons To Be Thankful appeared first on Carson Wealth. Stocks Are Up Nicely The S&P 500 is up 20.5%

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

MARCH 4, 2024

Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. All indices are unmanaged and may not be invested into directly. Compliance Case # 02140331_030424_C The post Market Commentary: Bulls Smile at January and February Market Gains appeared first on Carson Wealth.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

APRIL 15, 2024

In fact, now is a good time to remind investors that having to endure volatility is the toll we pay to invest. More than three months into 2024, stocks have pulled back 2.5%, which would tie it with 1995 for the smallest pullback ever if things stay this way. All indices are unmanaged and may not be invested into directly.

Marketing 97

Marketing Marketing Food Insurance 97

Carson Wealth

MARCH 11, 2024

Although conditions are quite stretched near term, we continue to expect higher prices in 2024. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. All indices are unmanaged and may not be invested into directly.

Marketing 97

Marketing Marketing Economy Compliance 97

Carson Wealth

OCTOBER 23, 2023

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. All indices are unmanaged and may not be invested into directly. Compliance Case # 01945554 _102323_C The post Market Commentary: Another October Low Forming?

Marketing 143

Marketing Marketing Economy Retail 143

Nerd's Eye View

JULY 19, 2023

Continuing Education (CE) requirements are common for many professions, but historically there has been no minimum CE requirement for individual Investment Adviser Representatives (IARs) of advisory firms. While holders of certain credentials (e.g., Read More.

Education 40

Education Investing Investments CFP 40

WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Trade Brains

NOVEMBER 15, 2023

Power financing NBFCs are likely to maintain their growing momentum in Fiscal 2024, driven by increased power demand, population growth, renewable integration, and India’s sustainability goals. Such non-compliance in the future can adversely affect the company’s reputation, cash flows and results of operations.

Government 59

Government Compliance Commission Banking 59

Carson Wealth

DECEMBER 26, 2023

Four More Reasons ’24 Should Be a Good One for the Bulls “Investing is like dieting. It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway Looking ahead to 2024, there are four reasons for bulls to smile. This is yet another clue stocks could be in a for a strong year in 2024. on average. gain on average.

Marketing 89

Marketing Marketing Investing Investments 89

Carson Wealth

JULY 17, 2023

But given what we’re seeing in market rents, expect housing inflation to continue decelerating and that’s going to pull core inflation down in a big way later this year and into 2024 as well. All indices are unmanaged and may not be invested into directly. What about the rest?

Marketing 98

Marketing Marketing Food Compliance 98

Carson Wealth

JUNE 20, 2023

in 2024, leading them to project interest rate cuts worth about 1%, even as the economy grows 1.1% All indices are unmanaged and may not be invested into directly. Compliance Case # 01807154 The post Market Commentary: Huge Stock Market Rally Continues as Headwinds Ease appeared first on Carson Wealth. They are not forecasts.

Marketing 52

Marketing Marketing Food Economy 52

Carson Wealth

JULY 31, 2023

Additionally, multi-family construction is at a record high, which means more rental units will come online later this year and into 2024, putting more downward pressure on rents. All indices are unmanaged and may not be invested into directly. In fact, the Apartment List data for July indicates rental prices fell 0.7% year-over-year.

Economy 52

Economy Marketing Marketing Compliance 52

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. This includes income from self-employment, investments, rental properties, and other sources.

Taxes 52

Taxes Distribution Startup Assets 52

Carson Wealth

MAY 6, 2024

The picture for March 2024 looks closer to what it did in December 2019, rather than June 2022. In March 2024, 36% of categories had inflation rates above 4%. It helps to focus on the big picture and the ultimate objective, which is not bad advice in investing. All indices are unmanaged and may not be invested into directly.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

MAY 13, 2024

“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The recent upswing has occurred on the back of a strong consumer, coupled with rising investment spending. All indices are unmanaged and may not be invested into directly. and approaching an all-time high.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. After huge gains last year and a rocky start to 2024, the S&P 500 rebounded during the second half of January and managed to finish the month higher. When January is down, the market is up about 2.1%

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

MARCH 25, 2024

As Lee Corso would say, “Not so fast, my friends.” From the end of 2019 through March 15, 2024, the S&P 500 has gained 71%. Fed officials upgraded their economic growth projections for 2024 from 1.4% Their nominal GDP growth forecast for 2024 (real GDP growth plus inflation) increased from 3.8% to 2.1% (real GDP growth).

Marketing 97

Marketing Marketing Economy Manufacturing 97