Carson Wealth

APRIL 21, 2025

Given this survey looks at managers who manage actual portfolios, this is a very solid potential contrarian indicator. The level of tariffs has been much higher than expected, and as a result the expected economic impact is likely to be higher too. We still have no idea where tariffs will end up, let alone the economic impact.

Marketing 78

Marketing Marketing Economy Investments 78

Carson Wealth

NOVEMBER 4, 2024

If economic growth is expected to be strong, there’s presumably less reason for the Fed to cut rates by a lot. It seems like investors are a tad over-optimistic about growth and projecting the strong recent economic numbers out into the future. But those numbers are backward looking. Looking ahead, there are risks.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MARCH 3, 2025

Given our overall still positive economic backdrop, to see this much worry in the air is actually rather bullish and why we dont expect the recent weakness to spiral out of control. So, imports are just subtracting all the goods and services households and businesses buy from abroad, since it doesnt add to domestic economic activity.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

OCTOBER 23, 2023

Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Let’s Call It Like It Is: The Economy Is Strong, and There’s No Recession on the Horizon A year ago, a Bloomberg Economics model projected a recession within the next 12 months with 100% probability.

Marketing 143

Marketing Marketing Economy Retail 143

Harness Wealth

APRIL 28, 2025

While your traditional investment portfolio generates 1099s, your partnership investments produce K-1s, creating a multi-layered tax reporting situation that requires careful attention to detail. State tax compliance often suffers when filing requirements triggered by out-of-state partnerships are overlooked.

Tax Planning 52

Tax Planning Taxes Distribution Compliance 52

Carson Wealth

JANUARY 13, 2025

There are a lot of opportunities to diversify portfolios so they arent as concentrated as the S&P 500. As you can see, policy rate expectations have been creeping up since last summer, mostly as the labor market data has come in better than expected (along with other economic data). Compliance Case # 7521978.1._011325_C

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Houston, We Have Turbulence The S&P 500 fell 2.0% Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. A diversified portfolio does not assure a profit or protect against loss in a declining market. million this year.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% For markets, GDP is typically one of the least important economic data points because the numbers are relatively stale. At the same time, it’s the best broad measure of economic activity we have. This was well above expectations of a 2.0%

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

JANUARY 16, 2024

DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. Our Market Views This economic environment should support solid earnings growth and improved margins, leading to a good year for markets.

Investments 96

Investments Investing Marketing Marketing 96

Carson Wealth

OCTOBER 9, 2023

The surge in yields has come as economic data has shown signs of a much stronger and more resilient economy over the last three months. Ultimately, profits come from economic growth, and that will eventually play out — perhaps sooner rather than later, as earnings season kicks off in a couple of weeks.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

SEPTEMBER 23, 2024

And if economic growth remains resilient, bond yields should not be moving lower. But mid- and small-cap stocks, which are even more geared to economic growth, outperformed. Full disclosure: we’re overweight these areas of the equity market in our model portfolios. All this is very positive for the economy.

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

JUNE 23, 2025

Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed”) is continuing to hold rates firm (which we discuss in more detail below). A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

JULY 24, 2023

We just received a tremendous amount of data to round out the economic picture in the second quarter (Q2). All This Points to Strong Economic Growth The Atlanta Fed puts out a “nowcast” of quarterly real GDP growth that is updated with major economic data releases. It’s a Bird. It’s a Plane! It’s … the U.S. over the past year.

Marketing 98

Marketing Marketing Economy Retail 98

Trade Brains

SEPTEMBER 22, 2024

Now India is at the forefront of the economic boom. LICHF’s product portfolio includes plot loans, home loans, home improvement, construction and extension loans, loans against property and refinance home loans, among others. Most of their portfolio consists of salaried customers with low risk.

Assets 96

Assets Portfolio Retail Planning 96

Carson Wealth

SEPTEMBER 30, 2024

The Bearish Narratives Look Even Worse Now We just got a slew of economic data revisions from the Bureau of Economic Analysis (BEA) and our first response was, Wow! There’s a reason why the S&P 500 has risen over 90% over this same period, and that was because economic activity drove profit growth. Guess What?

Marketing 96

Marketing Marketing Manufacturing Economics 96

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. But as the week progressed things calmed down and better economic data showed fears of a recession were once again overblown. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

NOVEMBER 27, 2023

Many economists believed factors such as the yield curve, M2 money supply, the Conference Board’s Leading Economic Indicators (LEI), and credit markets indicated trouble was coming and the consumer was cracking. But it is hard to consider this a negative event, and it will likely lead to better productivity and economic growth.

Marketing 96

Marketing Marketing Manufacturing Economy 96

Carson Wealth

JUNE 30, 2025

A diversified portfolio does not assure a profit or protect against loss in a declining market. Compliance Case # 8121351.1_063025_C The post Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing appeared first on Carson Wealth. But it’s worth discussing how large these risks are (or are not).

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

AUGUST 19, 2024

Given the somewhat gloomy economic expectations still baked into the market following the weaker-than-expected August 2 jobs report, the market response was decisively positive. S&P 500 Index gains weren’t the only sign that the retail sales report shifted the market picture of the economic outlook. versus a 0.2%

Retail 96

Retail Marketing Marketing Sales 96

Midstream Marketing

NOVEMBER 5, 2024

Understand why compliance, engagement, and tracking success are vital for your social media efforts. Retirement savings Investment portfolio Overall economic outlook Survey: What financial planning topics do you want to learn about the most? You might also want to talk to a compliance expert.

Media 52

Media Financial Advisor Marketing Marketing 52

Carson Wealth

APRIL 1, 2024

The Conference Board’s widely followed Leading Economic Index finally had its first monthly gain after 23 consecutive months of declines. Throughout the current rally, we have deferred to our proprietary leading economic index, created by our Chief Macro Strategist Sonu Varghese, whose Ph.D. While our U.S.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

OCTOBER 7, 2024

If you’re wondering why economic growth keeps exceeding a lot of people’s expectations, especially after recent upward revisions, here’s why: Income growth is powering the economy, as opposed to credit. But even if you want to take the economic data with buckets of salt, just look at the market. But Can We Believe the Data?

Marketing 96

Marketing Marketing Economy Economics 96

Carson Wealth

FEBRUARY 12, 2024

The reality is we haven’t seen the impact of AI yet on a broad economic level. By contrast, if companies believe economic growth will ease to the relatively low levels of the last decade, there will be less incentive to invest. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Investments 97

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Keep in mind the trajectory of economic growth was not a given, considering the scale of the shocks. This data matters to the Fed for two key reasons: Economic strength solidifies the idea of higher for longer.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

APRIL 29, 2024

Here’s the Big Picture As noted above, economic growth remains strong when factoring in the most important parts of the economy: household consumption, investment, and even government spending. Stronger economic growth plus more inflationary pressure means the economy is growing quite rapidly in nominal terms (before adjusting for inflation).

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

MAY 13, 2024

Economic data remains supportive, according to the Carson Leading Economic Indicator, which is pointing to above-trend growth. This is why we have our own Carson Leading Economic Indicator (LEI) for the U.S. The banking system has held up, and economic growth has run ahead of the pre-pandemic 2010-2019 trend.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

DECEMBER 4, 2023

The Door Is Open for Fed Cuts All year we believed the Federal Reserve was unlikely to cut rates in 2023, and we positioned our portfolios accordingly — overweighting cash over longer-term bonds. What’s more likely is the Fed will pursue a few “insurance” cuts, especially if weaker economic data raises the risk of a recession.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

SEPTEMBER 25, 2023

They updated their economic projections, which captures their views on what the economy, employment, and inflation will do under appropriate monetary policy. So, they believe the same structural forces that have kept economic growth relatively slow (around 2%) are still in play. Here are five takeaways.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JUNE 10, 2024

The Bureau of Labor Statistics (BLS) actually measures this, via a metric called “part-time employment for economic reasons.” A diversified portfolio does not assure a profit or protect against loss in a declining market. What would be worrisome is if more people started working part time because they couldn’t find full-time work.

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

SEPTEMBER 18, 2023

Fed members will want to preserve some optionality in case stronger economic growth results in more inflationary pressure and they have to raise rates again. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. If these massive divergences don’t beg for a balanced investing approach with research-driven decisions around portfolio adjustments, I don’t know what does.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

JANUARY 8, 2024

In fact, monthly job creation averaged 163,000 in 2019, which was a year of solid economic growth. The economic numbers continue to suggest there will be no recession in 2024, with a very reasonable margin of error. 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

JULY 12, 2022

The first step in the competency stairway is regulatory compliance. . The securities industry weaves the Financial Industry Regulatory Authority (FINRA) and state securities commissioners into a regulatory quilt, also requiring stockbrokers and their registered agents to pass registration exams and complete annual compliance training.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Trade Brains

SEPTEMBER 17, 2023

The company has established itself in 3 business verticals, Consulting : Environment Impact Assessment, ESG and Climate Change, Environmental Compliance, Environmental Due Diligence, DPR and designing, Training and sensitization, Environmental crime investigation. Are you applying for this IPO? Let us know in the comments below.

Consulting 59

Consulting Government Compliance Clients 59