Compliance Economics Investment Planning 
Carson Wealth
JUNE 9, 2025
Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. 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.
Wealth Management
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Number 8860726. Resourceful agents will figure this out.
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Carson Wealth
FEBRUARY 12, 2024
What a ride it has been, but investors were once again rewarded for sticking to their investment plans. The reality is we haven’t seen the impact of AI yet on a broad economic level. After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. equities in particular.
Carson Wealth
MARCH 11, 2024
Yet, longer-term investors have once again been rewarded for sticking to their investment plans. That’s a solid foundation for additional economic gains that ultimately could push stock prices higher. This newsletter was written and produced by CWM, LLC.
Good Financial Cents
JANUARY 11, 2023
Financial managers are the captains of the financial industry, mapping out the course for a company’s future and guiding them through tough economic times. Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans.
WiserAdvisor
MARCH 13, 2024
This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.
The Big Picture
AUGUST 20, 2024
So any compliance people listening, I’m just spitballing here. Things like leading economic indicators, et cetera, are all consistent with historical recessions. That’s Barry saying it. That’s not Mike. The problem is how do you get into hold those securities and how do you get out when the time comes to sell them?
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