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Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. Navigating these tax issues can be incredibly complex, necessitating a comprehensive compliance and risk management plan. Estate taxes also offer challenges.
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE RIA of the future RIA Edge RIAs of the Future Will Be Focused on Growing Revenue, Not Just Assets RIAs of the Future Will (..)
20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 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. Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. on Friday alone. million average per year).
Bracketology (2025 Edition) As my friend Mark Newfield likes to say , the Forecasters Hall of Fame has zero members. NARRATOR: “Next time you are tempted to make a market prediction, you might recall that the global economy has a few more than 52 variables.” Thanks for reading. And he’s right, of course.
If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. range (or even lower) in Q4 2024 and Q1 2025.
In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. These guidelines dont mean we ignore context. What Should You Do?
Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.
The good news is we do anticipate the US may play catch up the rest of 2025, but big picture, this is a global bull market and investors are being rewarded for being in risk assets. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down.
This week though we want to highlight that the choppy action we’ve seen thus far in 2025 is actually perfectly normal for the third year of a bull market. As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows.
In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. The post Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025] appeared first on Harness.
Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. Heres the thing.
As the chart below shows, the S&P 500s advance/decline line has held up well above the early 2025 lows, whereas price for the S&P 500 has broken beneath those levels, suggesting there is potential strength under the surface. We wrote in our 2025 Outlook that elevated interest rates are a risk.
New Highs Are Here What a wild ride 2025 has been and it is only halfway over! So what has happened when both of these historically weak months are in the green (like 2025)? million as of May 2025, up 20% from a year ago. As of 2025 Q1, net worth as a percent of disposable income is 740%, up from 688% at the end of 2019.
Yet, the outlook for 2025 remains uncertain. In fact, the risk is that the Fed falls into the trap of believing that they do have a problem, based on lagged data, and take an extended pause in 2025. In fact, the November Producer Price Index report suggests that core PCE (which takes inputs from CPI and PPI) will clock in around 0.1%.
As long-time readers know, Carson Investment Research has been on record since November of 2022 that the lows were indeed in and prices were going higher, and that the economy would surprise to the upside and avoid a recession. That’s going to be a big tailwind for the economy, and markets, as we go into 2025.
Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field. This decline is generally attributed to the demanding curriculum and the rigorous CPA exam requirements, which discourage potential entrants.
And companies can grow earnings as long as the global economy grows, which is something it has been doing much more often than not for several millennia. There have been short-term fluctuations when the economy has slowed, but the overall trend has been strong. economy can continue to grow, and the rest follows.
The chemical sector has still displayed exceptional potential and is further expected to reach US$ 304 billion by 2025. This was primarily due to the lack of economies of scale in our country which is required to bring down the cost of chemicals at international prices. The sector is expected to register a CAGR of 9.3% 118,325 2322 92.11
Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. Any adverse change in the economy of these regions could negatively impact the bank’s financial condition, results of operations, and cash flows. In Closing ESAF Bank, with a 27.6%
The company aims to expand its use of recycled aluminum to 80% by 2025. An example of American Tower’s SBA is its providing of shared backup power generators for about 12% of its 27,200 towers in the U.S. Sustainability can create competitive advantages and help a company avoid risk, grow revenue, reduce costs or expand market share.
The company aims to expand its use of recycled aluminum to 80% by 2025. An example of American Tower’s SBA is its providing of shared backup power generators for about 12% of its 27,200 towers in the U.S. Sustainability can create competitive advantages and help a company avoid risk, grow revenue, reduce costs or expand market share.
The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. The economy created 151,000 jobs in February, more or less consistent with expectations.
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)
It is earnings, and when you have an economy that continues to surprise to the upside, you tend to have solid earnings. We continue to think the economy looks pretty good and below are two reasons why. Compliance Case # 02524369_112524_C The post Market Commentary: Five Reasons to Be Thankful appeared first on Carson Wealth.
The ingenuity and flexibility of our country’s economy is second to none, and Americans are valued for their resolve and fortitude. In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. of GDP in 2024 and 2025. What’s in the “Deal”? Welcome news indeed.
I mean, if you take out the government spending, you probably are on a recession in a private economy. And that’s your focus on government, both fiscal and monetary support for the economy. You’re looking at all these different aspects of the market, of the economy, of, of various government policies.
The bottom line is if the economy is strong, earnings are expanding, inflation is under control, and the Fed is cutting, then stocks can do just fine regardless of who is in the White House. Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. And it has cooled quite a bit.
The Federal Reserves (Fed) January 2025 meeting held no surprises. at the end of 2025, implying two rate cuts in 2025 (each worth 0.25%-points), although that may change this week as the market absorbs the impact of newly announced tariffs. at the end of 2025. at the end of 2025.
It was interesting to say the least, with members projecting higher inflation, higher unemployment, and slower growth: Their 2025 core PCE projection rose from 2.5% The 2025 unemployment rate projection rose from 4.3% Real GDP projection for 2025 fell from 2.1% The 2025 unemployment rate projection rose from 4.3%
Yes, worries spiked last week over fears about sticky inflation (which we dont see) and fewer rate cuts next year (which wasnt really a surprise to us just two weeks ago our Global Macro Strategist Sonu Varghese wrote about expecting just 2-3 cuts in 2025). Back in September, eight members projected 2025 policy rates below the median.
Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. The good news is we dont see that happening anytime soon and 2025 still looks like it should be a nice year for investors.
Of course, this has the added effect of shielding the economy from tariffs, since it makes Chinese exports even cheaper for other countries (though they have a long way to go to overcome a 154% tariff). Now, if the unemployment rate surges, say to 4.6%, we could see a rate cut, but that would mean the economy is in real trouble.
We remain more concerned about the rate environment than stocks because of what they tell us about where cracks may be forming in the economy. It may be early to do a post-mortem on the February 19 April 8, 2025 near-bear market, but maybe its not too early to find perspective that we didnt have in the moment.
Abraham Lincoln What a start to 2025, nearly picking up where 2024 left off. This matters, as the first five days in 2025 were up 0.62%, suggesting some potential good news for the bulls. Here we found that stocks once again do much better in post-election years under a second term president, yet another positive for 2025.
Early Weakness in 2025 Wasnt a Surprise No we didnt see a 10% market crash after Liberation Day on April 2 coming, but we thought some type of early year weakness was very possible. Could history repeat itself in 2025? We think it may. Well, last week we got another one. Well, both have manifested now. Lets talk about that.
Year Three of a Bull Market As we noted inour 2025 Outlook: Animal Spirits , stocks usually see huge gains the first two years of a bull market (just like they did this time) and the third year can be more choppy and frustrating. Heres the other side to things and unfortunately where things stand in 2025.
The bottom line is a huge monthly surge like we just saw is yet another clue the lows for 2025 are likely in and better times could be coming for investors. The Fed still rates the economy as healthy, albeit with downbeat sentiment amongst consumers and businesses. More Reasons To Think the Lows Are In The S&P 500 fell 18.9%
Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field. This decline is generally attributed to the demanding curriculum and the rigorous CPA exam requirements, which discourage potential entrants.
Our 2025 Outlook is coming out in just a couple of weeks!) So as we close out 2024 and launch into the new year, hear are seven things all investors should keep in mind in 2025. Go Into the New Year Expecting a Double-Digit Decline in 2025 Remember August 2024? Thats because they tend to be caused by recessions.
Those numbers could have bulls smiling later in 2025. But what if demand craters across the economy and you’re stuck with goods you can’t sell? Congress also provides a cushion for the economy by raising deficits even further via tax cuts. Still, the economy chugs along around 1-2% real GDP growth.
We never cut our view on the S&P 500, leaving our target at a range of 12-15% for 2025, even when stocks were down 15% for the year on April 8. Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. but this is yet another reason to remain optimistic the second half of 2025.
We never cut our view on the S&P 500, leaving our target at a range of 12-15% for 2025, even when stocks were down 15% for the year on April 8. Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. but this is yet another reason to remain optimistic the second half of 2025.
Welcome to our first Weekly Market Commentary for 2025. Short-term yields fell on Fed rate cuts, although fewer than expected at the start of the year as the economy topped expectations. We thought that made it a good time highlight the potential policy mistakes that could undermine our otherwise bullish policy outlook for 2025.
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