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. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

MARCH 17, 2025

On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025. Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

APRIL 21, 2025

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.

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Marketing Marketing Economy Economics 78

Carson Wealth

DECEMBER 9, 2024

However, this is something were going to be watching very carefully as 2025 progresses. But were going to face some uncertainty in 2025, for two reasons. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

DECEMBER 2, 2024

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.

Marketing 75

Marketing Marketing Economy Compliance 75

Harness Wealth

APRIL 17, 2025

Understanding business meal deductions Business meals continue to serve as a valuable tax deduction in 2025, with most qualifying expenses being 50% deductible when they involve legitimate business discussions with clients, customers, or associates.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Carson Wealth

NOVEMBER 4, 2024

range (or even lower) in Q4 2024 and Q1 2025. This is counterintuitive, since the Fed went big with a 0.50%-point cut at their September meeting and projected more cuts into 2024 and 2025. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 3, 2025

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. This is a risk we highlighted in our 2025 Outlook. As I pointed out above, and as we wrote in our 2025 Outlook, there certainly are risks and threats on the horizon.

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Marketing Marketing Economy Government 78

Trade Brains

JULY 8, 2025

This marks a significant achievement and sets the transformation in the financial services provided in India, especially by leveraging the country’s most advanced innovation for payments- UPI (Unified Payment Interface). lakh crore in June 2025, India has never seen this level of dependence on digital payments.

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Startup Banking Financial Services Accounting 52

Carson Wealth

JUNE 9, 2025

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.

Economics 69

Economics Marketing Marketing Economy 69

Carson Wealth

JUNE 23, 2025

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.

Marketing 78

Marketing Marketing Investments Investing 78

Trade Brains

JULY 16, 2025

The shares of a leading financial services conglomerate were in focus after receiving regulatory approval from the Insurance Regulatory and Development Authority of India (IRDAI) to acquire the remaining 26% stake held by its foreign partner in both its life and general insurance joint ventures.

Insurance 52

Insurance Financial Services Retirement Planning Compliance 52

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. Goldman Sachs & Co. trillion in assets.

Investing 52

Investing Investments Wealth Management Financial Advisor 52

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. We thought that made it a good time highlight the potential policy mistakes that could undermine our otherwise bullish policy outlook for 2025. But we wont have mixed government in 2025. Well kick off the year by looking back at a few of our favorite charts for 2024.

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Marketing Marketing Economy Economics 64

Carson Wealth

JUNE 30, 2025

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.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

DECEMBER 16, 2024

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%.

Marketing 52

Marketing Marketing Insurance Food 52

Trade Brains

JUNE 27, 2025

From today (27th June 2025), four new stocks are available for trading in the futures and options (F&O) segment on Indian exchanges. Kfin Technologies Limited Kfin Technologies is a prominent Indian technology-driven financial services company specializing in investor and issuer servicing.

Electronics 52

Electronics Manufacturing Portfolio Management Compliance 52

Carson Wealth

MAY 27, 2025

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

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Marketing Marketing Portfolio Risk Tolerance 75

Carson Wealth

JANUARY 21, 2025

on the release day (January 15 , 2025). And theres likely more disinflation in the pipeline, as we discussed in our 2025 Outlook. We do see the Fed as likely to cut 2-3 more times in 2025, as the inflation data moves in a more favorable direction. Compliance Case # 7549095.1._012125_C Headline CPI is up 2.9%

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 28, 2024

In fact, it might be a reason to remain in the “glass half full” camp as we head into 2025. We discuss above why some of the features that make divided government market friendly will likely still be present in 2025, even if we see a sweep. In other words, this blast of strength we’ve seen isn’t a reason to turn bearish.

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Marketing Marketing Economy Investments 96

Carson Wealth

NOVEMBER 18, 2024

Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. 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%).

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

DECEMBER 23, 2024

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.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

DECEMBER 30, 2024

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? Keep an eye out for our 2025 Outlook.

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Marketing Marketing Valuation Economy 64

Wealth Management

JUNE 9, 2025

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 JPMorgan bank entrance Industry News & Trends Former JPMorgan Advisor Claims Firm Fired Her Amid Cancer Treatment Former JPMorgan Advisor Claims (..)

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Carson Wealth

MARCH 10, 2025

So 2025 wont be the first year ever to go up each day and never have a scary headline, because thats just not the way that markets work. This is officially the first 5% mild correction of 2025, something that even the best years tend to see, and no reason in itself to become pessimistic.

Marketing 80

Marketing Marketing Economy Government 80

Indigo Marketing Agency

JULY 2, 2025

Hardworking and well-credentialed financial advisors expect they will grow fast because of all of their expertise. The truth is that today, in 2025, the grapevine is dead. We focus exclusively on financial advisors and understand compliance requirements and business challenges you face.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

FEBRUARY 3, 2025

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.

Marketing 75

Marketing Marketing Economy Investments 75

Carson Wealth

JUNE 16, 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. but this is yet another reason to remain optimistic the second half of 2025. Now with stocks back up near new highs they are upping their targets, as this chart from Yahoo Finance shows.

Marketing 69

Marketing Marketing Economy Portfolio 69

Carson Wealth

JULY 14, 2025

The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters last week. year to date as of July 11, well on pace for our full year Outlook 2025 target of 12–15%. We are maintaining our target of a 12–15% total return for the S&P 500 Index in 2025.

Investing 85

Investing Investments Marketing Marketing 85

Carson Wealth

FEBRUARY 24, 2025

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.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

JULY 7, 2025

We’ve discussed why this market may be like a slingshot and here’s another way to show why the shakeout and recovery in the first half could be a good sign for the bulls for the rest of 2025. gain in the first half of 2025 better than an average year. The Sweet Spot The S&P 500 gains an average of 4.3%

Marketing 69

Marketing Marketing Economy Numbers 69

Trade Brains

JUNE 16, 2025

According to the United States Department of Agriculture (USDA), India’s sugar production is projected to reach 35 million metric tons raw value (MMT-RV) for the 2025-26 marketing year, representing a 26% increase over the revised estimate of 28 million tons for the current year. lakh borrowers and an AUM of Rs 25,948 crore. points, or 0.84%.

Retail 59

Retail Sales Portfolio Certification 59

Carson Wealth

MARCH 24, 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%

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

JUNE 16, 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. but this is yet another reason to remain optimistic the second half of 2025. Now with stocks back up near new highs they are upping their targets, as this chart from Yahoo Finance shows.

Marketing 72

Marketing Marketing Economy Portfolio 72

Carson Wealth

MAY 19, 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.

Marketing 52

Marketing Marketing Taxes Economy 52

Carson Wealth

APRIL 28, 2025

Those numbers could have bulls smiling later in 2025. At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking). Two Huge Days The S&P 500 soared 9.5% Its currently around 5,400.)

Marketing 78

Marketing Marketing Economy Manufacturing 78

Carson Wealth

APRIL 14, 2025

Lower growth expectations, or even a recession, should ordinarily lead one to expect the Fed to cut rates (and markets expect five cuts now in 2025). The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Economics Marketing Marketing Economy 83