Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. And while bonds have briefly stumbled, some other portfolio diversifiers, including gold, have done well.

Investing 139

Investing Investments Economy Economics 139

The Big Picture

APRIL 17, 2025

All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. There is nothing in between. (I

Investing 267

Investing Investments Accounting Startup 267

Abnormal Returns

JANUARY 5, 2024

visualcapitalist.com) Strategy How to read all those market and economic forecasts. morningstar.com) A look at different variants of the 60/40 portfolio. wsj.com) ETFs Five ETF predictions for 2024 including the spot Bitcoin ETF. (visualcapitalist.com) Long technology, short utilities was the trade in 2023. unemployment rate.

Financial Advising 267

Financial Advising Media Economy Economics 267

Carson Wealth

JUNE 9, 2025

This is why having a globally diversified portfolio can benefit US-centric investors, as the US won’t always lead. US LEI Deteriorates Right now, our proprietary US Leading Economic Index (LEI) is telling us that economic momentum is slowing and the economy is growing below trend. What to make of all this?

Economics 69

Economics Marketing Marketing Economy 69

Validea

FEBRUARY 22, 2025

In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations can’t be used for market timing, and how seemingly obvious economic events often lead to surprising market outcomes.

Valuation 52

Valuation Economics Portfolio Investments 52

Darrow Wealth Management

MARCH 3, 2025

Bond Basics: How Bonds Work and Reasons to Add Bonds to Your Portfolio Stock vs bond historical returns by calendar year Investors dont hold bonds to outperform stocks over the long run. Stocks vs bonds historical returns by calendar year (1997 – 2024) Top takeaways: Between 1997 and 2024, the S&P 500 returned 9.7%

Risk Tolerance 78

Risk Tolerance Asset Allocation Assets Portfolio 78

Abnormal Returns

DECEMBER 3, 2023

Markets Should you care what Wall Street strategists have to say about 2024? wsj.com) Strategy Remember all that talk about how the 60/40 portfolio was broken? wsj.com) The economic schedule for the coming week. tker.co) There are a lot of stocks, especially on the Nasdaq, trading below $1 a share.

Asset Allocation 258

Asset Allocation Financial Advising Startup Economy 258

The Big Picture

JUNE 19, 2023

Washington Post ) • Are You Making These 5 Common Portfolio Mistakes? Problem spots in real-world portfolios—and how to fix them. Paul Kedrosky ) • The 2024 Campaign Logo Rankings: Graphic design is my passion. But where you live makes a huge difference, according to an analysis of home value data from Black Knight.

Portfolio 264

Portfolio Economics Sales Marketing 264

Calculated Risk

MAY 15, 2023

From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.51% in April The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 4 basis points from 0.55% of servicers’ portfolio volume in the prior month to 0.51% as of April 30, 2023.

Portfolio 204

Portfolio Numbers Planning Taxes 204

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( While I expect to see rates moderate later in 2024 or 25, it’s a low probability bet they go back to zero. we are happy to help ).

Taxes 288

Taxes Portfolio Marketing Marketing 288

Calculated Risk

OCTOBER 21, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.34% in September The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.34% as of September 30, 2024. According to MBA’s estimate, 170,000 homeowners are in forbearance plans.

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Government Portfolio Planning Numbers 162

The Big Picture

DECEMBER 11, 2024

At The Money: Optimizing Personal Health in Finance , with Phil Pearlman (December 11, 2024) Wall Street is always looking for an edge over the competition. How does that show up in our portfolios? That’s really where we experience alpha, where we make better decisions that affect our portfolio, that improve our performance.

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Food Portfolio Management Marketing 147

Calculated Risk

FEBRUARY 20, 2024

From the MBA: Share of Mortgage Loans in Forbearance Decreases Slightly to 0.22% in January The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance decreased by 1 basis point from 0.23% of servicers’ portfolio volume in the prior month to 0.22% as of January 31, 2024.

Portfolio 162

Portfolio Planning Numbers Economics 162

The Big Picture

MARCH 28, 2024

2024: It’s a bubble! The latest plot line was simply the animal spirits have been awoken and they have run amok and that’s how we have avoided an economic contraction. If you believed these stories, and acted on them, your portfolio probably did poorly in markets over this era.

Manufacturing 340

Manufacturing Economy Marketing Marketing 340

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98

Advisor Perspectives

DECEMBER 20, 2023

As 2023 draws to a close, what will 2024 have in store for investors? Our 2024 Economic & Market Outlook covers: Is the recession of 2023 coming in 2024? It appears this Fed rate hike cycle is over and now we pivot to potential rate cuts. But not until inflation has sufficiently cooled.

Economics 52

Economics Asset Allocation Marketing Marketing 52

Carson Wealth

NOVEMBER 4, 2024

That’s not bad, but that’s clearly a slowdown from what we saw in the first quarter of 2024, when monthly job growth averaged 267,000. Between mid-2023 and mid-2024, we saw the unemployment rate move higher even as payroll growth remained fairly strong. range (or even lower) in Q4 2024 and Q1 2025.

Marketing 96

Marketing Marketing Economy Numbers 96

Darrow Wealth Management

FEBRUARY 26, 2025

During times of economic, financial, and political uncertainty, investors often wonder where to invest or what changes to make to their portfolio. Again, every recession or economic downturn is different. Swings in the financial markets also highlight the benefitsand limitationsof diversification. treasuries.

Marketing 56

Marketing Marketing Retirement Portfolio 56

Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. realreturns.blog) Lessons learned from markets in 2023 including 'Years like 2023 are why investors should not put much weight into market or economic predictions.' Markets Anything can happen in the stock market over the short run. wired.com)

Financial Advising 167

Financial Advising Valuation Banking Media 167

Trade Brains

OCTOBER 15, 2024

According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. These changes reflect India’s robust economic fundamentals and the rising prominence of its corporate sector in the global arena. million in 2019.

Economics 98

Economics Government Marketing Marketing 98

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. Infrastructure development has remained a recurring theme in India’s economic development.

Government 105

Government Transportation Planning Investments 105

Nationwide Financial

AUGUST 21, 2024

The positive correlation between stocks and bonds, especially in 2022, hurt investors in balanced portfolios such as the traditional 60/40 stock/bond blended models. If so, that would be a welcome development for investors counting on their balanced and diversified portfolios to keep them on track to their investment goals.

Portfolio 52

Portfolio Marketing Marketing Economics 52

Yardley Wealth Management

JUNE 11, 2025

4 During one-year periods between 1892 and 2024, market returns have fluctuated greatly from down 37.0 The Downside of Missing the Market’s Best Days It is natural to wonder if you should change your portfolio during such times. A diversified portfolio is designed to help manage risk during market cycles. percent to up 53.2

Investing 52

Investing Investments Portfolio Management 52

Trade Brains

SEPTEMBER 12, 2024

By promoting local manufacturing capabilities, the semiconductor industry is paving the way for economic growth and technological self-sufficiency in India. In this article, we are exploring the best semiconductor stocks in India 2024 and their presence, financials, and key indicators. billion in FY23 to reach US$100.2 billion (US$83.28

Electronics 106

Electronics Manufacturing Engineering Government 106

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. While there are reasons for recent declines, we view it in part as a perfectly normal pause after the gains of 2023 and 2024. In fact, one of the reasons for last weeks 1.9%

Marketing 76

Marketing Marketing Economy Compliance 76

WiserAdvisor

JUNE 17, 2025

As of the end of 2024, the U.S. Looking ahead, the ESG space certainly seems interesting and offering it a place in your portfolio can help you potentially build wealth as well as make a real change in the world. federal spending on AI more than doubled in 2024, hitting over $4 billion annually. trillion, according to the U.S.

Financial Advisor 59

Financial Advisor Ethics Healthcare Investments 59

Dear Mr. Market

APRIL 2, 2025

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. With a strong, diversified portfolio, Amazon is poised to continue its dominance through 2025, claiming victory in this years March Madness Investing Bracket.

Investing 78

Investing Investments Valuation Advertising 78

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Carson Wealth

APRIL 21, 2025

Additionally, the S&P 500 found support just beneath the 5,000 level, which was also the lows last April 2024. Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. We still have no idea where tariffs will end up, let alone the economic impact.

Marketing 78

Marketing Marketing Economy Investments 78

Trade Brains

SEPTEMBER 22, 2023

Not only the elections but also the presentation of the budget, economic policies, the popularity of the leader, economic events and other factors, can send ripples through the stock market. in a span of one year and by 8% in just one month before the election results, according to an Economic Times report. in one year.

Marketing 69

Marketing Marketing Government Economics 69

Walkner Condon Financial Advisors

JANUARY 26, 2024

As we are now a decade and a half removed from that economic meltdown, I feel that a bit of reflection is in order. Did that period of time, albeit historic in many ways, usher in an actual “new normal” or was it simply an atypical period within an otherwise normal 50-year economic period.

Marketing 74

Marketing Marketing Financial Advisor Economics 74

Trade Brains

JUNE 9, 2025

Motilal Oswal Nifty India Defence Index Fund Direct – Growth Motilal Oswal took a different approach when they entered this space in July 2024. Aditya Birla Sun Life Nifty India Defence Index Fund Direct – Growth Launched in August 2024, this relative newcomer also employs an index-tracking strategy focused on the Nifty Defence Index.

Portfolio 59

Portfolio Manufacturing Budgeting Assets 59

Carson Wealth

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 78

Marketing Marketing Economy Government 78

WiserAdvisor

JUNE 16, 2025

Because what good is a strong portfolio if it cannot stand the test of time and come to your rescue even as the years go by? It is easy to get caught up in growing your wealth, chasing high-net-worth investment opportunities , or expanding your financial portfolio, but wealth preservation deserves just as much of your attention.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

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? But then a funny thing happened.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Yardley Wealth Management

DECEMBER 17, 2024

Understanding the Current Economic Landscape Before diving into goal-setting, it’s crucial to acknowledge the economic environment we’re navigating. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Well, in 2024, now money market fund is yielding 5. What data should investors be following for insight into when they will begin? If the Fed is cutting rates.

Numbers 288

Numbers Insurance Economy Marketing 288