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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Numbers 96

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. A diversified portfolio does not assure a profit or protect against loss in a declining market. For now, construction employment is rising at a very healthy 2.6%

Marketing 69

Marketing Marketing Economy Manufacturing 69

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.

Marketing 78

Marketing Marketing Economy Investing 78

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.

Marketing 78

Marketing Marketing Government Economy 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. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Insurance Food 52

Trade Brains

SEPTEMBER 13, 2024

The company portfolio includes residential developments like Arkade Crown in Borivali and Arkade Aspire in Goregaon. Its projects stand out for modern designs, sustainable practices, and compliance with regulatory norms, including RERA compliance. It is among the most well-known industries worldwide. of the Indian GDP.

Compliance 52

Compliance Sales Marketing Marketing 52

Trade Brains

SEPTEMBER 15, 2023

Upgradation, digitalization and compliance of Information Technology (IT). Expansion of Plant and machinery of certain products, and also for improvement of “productivity & in-process quality”. Replacement of Old Machineries. Upgradation of R&D Infrastructure.

Planning 105

Planning Manufacturing Compliance Commission 105

Carson Wealth

OCTOBER 14, 2024

That’s going to be a big tailwind for the economy, and markets, as we go into 2025. A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 02458465_101424_C The post Market Commentary: Bull Market Turns Two appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

JUNE 17, 2024

They do have “catch-up” cuts in 2025 and 2026, eventually landing at the same interest rate for 2026 that they indicated in March. A diversified portfolio does not assure a profit or protect against loss in a declining market. Once bitten, twice shy.

Marketing 86

Marketing Marketing Valuation Economy 86

Trade Brains

SEPTEMBER 24, 2024

As Nazara forges ahead, it not only enhances its portfolio but also creates new opportunities for aspiring gamers and creators in an ever-expanding digital landscape. Nazara Technologies Limited aims to tap into proven business models and expand its portfolio across diverse gaming segments, which include eSports and skill-based gaming.

Advertising 52

Advertising Portfolio Media Marketing 52

Trade Brains

OCTOBER 31, 2023

Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. In terms of revenue, the bank earns 81% from interest income on advances, 10% from interest income on investments, 6% from commission income, and 3% from other sources. In Closing ESAF Bank, with a 27.6%

Banking 59

Banking Retail Financial Services Assets 59

Trade Brains

SEPTEMBER 11, 2024

With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. The company is planning to set up 1000 MW of solar power by 2025 to meet the growing demand for renewable energy in India. Market Cap (Cr.) 23,072 EPS (TTM) ₹132.86 Stock P/E (TTM) 19.27

Manufacturing 52

Manufacturing Clients Planning Marketing 52

Trade Brains

APRIL 2, 2023

The chemical sector has still displayed exceptional potential and is further expected to reach US$ 304 billion by 2025. The growing costs within China (capital, operational, compliances) and Chinese factories closing due to environmental concerns. The company has a product portfolio of around 900 products and 140 brands.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Government 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

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

Harness Wealth

FEBRUARY 4, 2025

Many investors turn to alts for portfolio diversification and the potential for high-growth opportunities. These include legal fees, administrative costs, audit expenses, compliance costs, and operational fees. These costs are typically outlined in the fund’s Private Placement Memorandum (PPM) or offering documents.

Taxes 52

Taxes Investing Investments Startup 52

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. I’m hoping I’ll make it through 2025. That’s 00:12:44 [Speaker Changed] Right.

Investing 147

Investing Investments Management Retirement 147

Carson Wealth

NOVEMBER 25, 2024

The good news is that strong productivity gains allow wage growth to remain strong, without creating inflationary pressures — this dynamic has been playing out over the past year and half and we expect it to continue into 2025. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Compliance 52

Carson Wealth

MAY 30, 2023

In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. The deal caps discretionary nondefense spending at fiscal year 2023 levels for the next fiscal year (2024) and for 2025; it also limits spending growth to 1%, which is effectively a cut after accounting for inflation.

Marketing 52

Marketing Marketing Budgeting Government 52

The Big Picture

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. You have to get compliance. Annually, okay.

Valuation 162

Valuation Clients Investing Investments 162

Carson Wealth

SEPTEMBER 9, 2024

to $7 million per individual on December 31, 2025, unless Congress acts to extend it.) Iowa’s inheritance tax will no longer apply for any deaths on or after January 1, 2025. Your options will depend on how the original portfolio was structured and where and how it was held. It is scheduled to be reduced to approximately $6.5

Taxes 52

Taxes Financial Advisor Distribution Assets 52

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

FEBRUARY 3, 2025

The Federal Reserves (Fed) January 2025 meeting held no surprises. 4.50% range and continued to trim their bond portfolio, as expected. 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.

Marketing 75

Marketing Marketing Economy Investing 75

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

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. Also note that long bonds, short maturity Treasuries, and gold could have all added a little ballast to a portfolio as well.

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

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

Harness Wealth

APRIL 29, 2025

Alternative investments offer exciting opportunities to diversify portfolios and pursue higher returns, but state-specific tax regulations create a complex maze that impacts the bottom line. These programs can substantially reduce effective tax rates for qualifying investments, though careful attention to compliance requirements is necessary.

Taxes 52

Taxes Investing Investments Compliance 52

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? A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Taxes Economy 52

Carson Wealth

JANUARY 27, 2025

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.

Marketing 78

Marketing Marketing Compliance Economy 78

Carson Wealth

FEBRUARY 18, 2025

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.

Marketing 110

Marketing Marketing Economy Compliance 110

Carson Wealth

APRIL 14, 2025

A Dash for Cash Instead, the rise in rates is likely due to portfolio managers at hedge funds liquidating positions. 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).

Economics 83

Economics Marketing Marketing Banking 83

Carson Wealth

MAY 12, 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 market is still pricing in at least three cuts in 2025 and another two in the first half of 2026. More Reasons To Think the Lows Are In The S&P 500 fell 18.9%

Marketing 69

Marketing Marketing Economy Investing 69

Mr. Money Mustache

JANUARY 16, 2025

Would I actually be happier if I added another place to my portfolio? But for now, I’m just extremely excited to blaze into 2025 with loads abundance and piles of challenging stuff on my to-do list. My existing house and our HQ Coworking space already have long to-do lists. Full article here at The Model Y Experiment.

Retirement 88

Retirement Medical Insurance Budgeting 88

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? Employee compensation rose 5.8%

Marketing 64

Marketing Marketing Valuation Economy 64

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