Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Minimising the number of decisions to be correct (or, other hit-rates to be wary of!) Our coach once jokingly quipped that we ought to consider selling new investments after 24 months and buying them back 18 months later.

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Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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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. Looking at the numbers, more good news could be in store for the bulls. 2024 is off to a strong start. Stocks have ended each of the first three months of 2024 higher. But the odds favor more green numbers.

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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.

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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. This is likely to continue into 2024. Economy: This Time Was Different, and That’s a Big Deal The U.S.

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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.

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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.

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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% Also, the number of NYSE stocks on the rise surged, which is exactly what was needed for the next phase of this bull market to continue. In fact, by spring of 2024, the Fed could even start considering rate cuts.

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Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. Lastly, the first two months of 2024 are continuing a rally that began in the final two months of 2023. The economy continues to appear in good shape. Real incomes continue to climb, which remains a key source of support in the U.S.’s

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Carson Wealth

APRIL 8, 2024

gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. As it turns out, 73% of companies exceeded earnings estimates, and another 65% beat on revenues — both numbers are above recent and long-term averages.

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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. The consumption numbers quoted above came amidst surging student loan payments. That’s right, a recession was all but certain. real growth in the third quarter.

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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.

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Carson Wealth

JULY 17, 2023

The Path to Lower Inflation Is Now Clear The June CPI report was a positive surprise, both in terms of the headline numbers as well as the underlying details. Compliance Case # 01835925 The post Market Commentary: The Bulls Are Still in Charge appeared first on Carson Wealth. That comes out to a very impressive 12.2% annual pace.

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Carson Wealth

MAY 6, 2024

Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. The April jobs number showed a healthy job market while easing concerns that the economy is overheating. The overall inflation numbers, including for core inflation, can hide what’s happening beneath the surface.

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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%

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Carson Wealth

MAY 13, 2024

“ Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The “soft” GDP number hid underlying strength, as most of the weakness was in the numbers that tend not to persist, and the payroll report was quite positive even if it missed expectations. A year ago, it was up 4.4%.

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Carson Wealth

MARCH 25, 2024

If tech is removed from the equation, those numbers are estimated to drop approximately three points, putting stocks right in line with historical averages. One reason many claim the stock market is in a bubble is 2023 earnings were barely positive while stocks soared, implying it was all multiple expansion. to 2.1% (real GDP growth).

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Carson Wealth

MARCH 18, 2024

LET’S TALK ABOUT BREADTH Increasingly, the market’s strength includes more than a small number of stocks. Overall, we’re still confident about maintaining our Outlook 2024 estimate of stocks gaining between 11-13% this year. However, we saw it differently after taking a closer look at the numbers. increase in gas prices.

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Harness Wealth

APRIL 28, 2023

Making accurate and timely estimated tax payments helps you manage your taxable income, avoid penalties, and ensure you’re in compliance with the IRS. It’s also a good idea to keep track of your payments and save any receipts or confirmation numbers as proof of payment and inform your Harness Tax Advisor or other tax professional.

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The Big Picture

FEBRUARY 13, 2023

And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today. RIEDER: So I had known Larry Fink and Rob Caputo, our CEO and president, for a number of years. And you know, it’s been an honor to have a number of awards to it. So yeah, man, that was the idea.

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Carson Wealth

JUNE 26, 2023

The number of permits reflects new housing units and is a leading indicator of future supply. These numbers are typical of an economy emerging from a recession. The supply picture becomes even starker when we consider the number of multi-family units under construction. May housing starts and building permits were also strong.

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Sara Grillo

MARCH 16, 2024

We are limiting the number of spots intentionally to allow for more peer-to-peer interaction and practical, hands-on learning. pricing, technology, compliance) as they build their transparent advice businesses.” It was great connecting with like-minded advisors at Immersion 2024. Tickets will be available on July 15th, 2024.

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