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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. The chart below is our version of the industry staple Quilt Chart of asset class returns.

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Market Commentary: Checking In on Market Fundamentals

Carson Wealth

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. Source: Factset, Carson Investment Research 3/28/2024 Valuations Revenues, earnings, margins, and other fundamental factors all contribute to the valuation of a company. Following the huge 11.2%

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Importance of Compliance

Truemind Capital

Compliances are in place to ensure: – Services provided in the interest of the end consumer – Reduce the risk in the system – Provide clarity regarding the operating framework for checks & balances The most important compliance requirement in regulated financial services business is KYC (Know Your Client).

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The Investment Strategy of Peter Lynch

Validea

Asset Plays – Firms with valuable hidden assets not reflected in the stock price Lynch applied different criteria for each category, with the most focus on fast growers, stalwarts and slow growers. – For financial firms, look for equity/assets over 5% and ROA over 1%. Smaller ones get more leeway on valuation.

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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield. Conclusion.

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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Stretched Valuations. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year?

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What Advisors Need to Know About Working with Young Investors

eMoney Advisor

2 Additionally, with the significant wealth set to shift in their direction, both their size and financial potential means they could play a pivotal role in the growth, valuation, and long-term success of your firm. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.