Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

JUNE 9, 2025

The index started with just 12 companies, representing major segments of the economy at the time, like leather, steel, and sugar. 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. That’s why the unemployment rate remained unchanged at 4.2%.

Economics 69

Economics Marketing Marketing Economy 69

Midstream Marketing

OCTOBER 31, 2024

The Role of Financial Marketing Consultants in Today’s Economy Financial marketing consultants are experts in their field. This leads to more sales and better returns on investment (ROI). Compliance and Regulatory Advertising Standards The financial services industry has many rules. They manage all parts of marketing.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Gone are the days when a single employer provided the sole source of income for most Americans.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Carson Wealth

DECEMBER 2, 2024

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. All indices are unmanaged and may not be invested into directly. All performance referenced is historical and is no guarantee of future results.

Marketing 75

Marketing Marketing Economy Compliance 75

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Net Investment Income Tax (NIIT): A 3.8% Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures?

Taxes 52

Taxes Investments Investing Sales 52

Carson Wealth

JANUARY 6, 2025

The Carson Investment Research Team put their heads together and chose some of the charts we thought best tell the story of 2024. But when we did, we frequently reinforced that investing based on ones political beliefs tends to be a fundamental mistake when it comes to markets. Here are some of our favorites.

Marketing 64

Marketing Marketing Economy Economics 64

Carson Wealth

NOVEMBER 11, 2024

Don’t Mix Politics and Investing We are aware that this decision likely is about as polarizing as could be for many of you. Data Source: Carson Investment Research, FactSet 11/01/24 So What Really Matters? How the economy is doing, Fed policy, inflation, valuations and overall market trends potentially matter much more.

Marketing 95

Marketing Marketing Economy Numbers 95

Carson Wealth

DECEMBER 16, 2024

That would increase the odds of having a bigger problem on our hands, in the form of continued weakness in housing, a pullback in investment, and most important, a weaker labor market. All indices are unmanaged and may not be invested into directly. All performance referenced is historical and is no guarantee of future results.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

JUNE 30, 2025

Housing, or residential investment, makes up just 4% of GDP, but it’s amongst the most cyclical parts of GDP and can drive changes in GDP growth (up or down). All indices are unmanaged and may not be invested into directly. Investors cannot invest directly in indexes. Meanwhile, mortgage rates have gone in the other direction.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

MAY 27, 2025

We remain more concerned about the rate environment than stocks because of what they tell us about where cracks may be forming in the economy. This time, being in quality (Treasuries) was a good idea Treasuries outperformed both investment-grade and high yield-corporates as well as mortgage-backed securities.

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

Carson Wealth

JANUARY 21, 2025

Those high rates arent good for some important areas of the economy, but they do have their upside for savers. In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. All indices are unmanaged and may not be invested into directly.

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 28, 2024

Winston Churchill The Carson Investment Research Team began covering the election back in March with our “16 Charts and Tables) to Know This Election Year.” Despite the tendency to view the president as responsible for the economy, the president alone often has a relatively small impact compared to broader economic forces.

Marketing 96

Marketing Marketing Economy Investments 96

Carson Wealth

JUNE 23, 2025

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. All indices are unmanaged and may not be invested into directly. Investors cannot invest directly in indexes.

Marketing 78

Marketing Marketing Investments Investing 78

Carson Wealth

NOVEMBER 18, 2024

The bottom line is if the economy is strong, earnings are expanding, inflation is under control, and the Fed is cutting, then stocks can do just fine regardless of who is in the White House. Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree, put it succinctly: “The Fed should continue recalibrating to neutral.”

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

DECEMBER 23, 2024

We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! Sure, this is only one indicator, and we suggest following many indicators when making investment decisions, but this is clearly something we wouldnt ignore either. and the index is higher 71.6% of the time.

Marketing 72

Marketing Marketing Economy Economics 72

Carson Wealth

DECEMBER 30, 2024

Old investing maxim This is our last market commentary of 2024, and it may be the most important. The foundation of long-term investing success is understanding how markets behave in the long run. Rather than making investing decisions based on valuations, you are better off investing in days that end in y if you ask me.

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

APRIL 7, 2025

But these are also times when its easy to make costly investing mistakes. In fact, this outcome would be expected among capitalist economies. But how do you do that without completely retooling your economy towards consumption instead of manufacturing? That uncertainty is going to reduce capital investment here in the US.

Marketing 95

Marketing Marketing Investments Investing 95

Carson Wealth

MARCH 10, 2025

The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to worries over Washington policy. Then five years ago we shut down our economy during a once-a-century pandemic. As uncomfortable as this recent volatility feels, know that it is the toll we must pay to invest.

Marketing 80

Marketing Marketing Economy Government 80

Carson Wealth

FEBRUARY 3, 2025

This is going to have an adverse impact on rate-sensitive sectors of the economy, like housing and business investment (outside of AI-driven capex, where other factors like the fear of being left behind will drive more investment). We wrote about this in our 2025 Outlook , when discussing potential threats to the economy.

Marketing 75

Marketing Marketing Economy Investments 75

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

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. While the future is always uncharted, we are in a period where the president of the United States has chosen to try to wield the power of his office to reshape the US economy, and by extension the global economy.

Investments 78

Investments Investing Marketing Marketing 78

Carson Wealth

JULY 7, 2025

The economy has created 782,000 jobs over the first six months of the year, versus 985,000 over the first six months of 2024 and 1.5 One difference is that immigration has really slowed this year and so the economy needs fewer jobs to keep up with population growth. There are any number of issues under the hood. in December 2024.

Marketing 69

Marketing Marketing Economy Numbers 69

Carson Wealth

FEBRUARY 24, 2025

We had a 100-year pandemic that shut down the global economy and then a second vicious 25% bear market in 2022. This is why we invest for the long run and use the scary times as an opportunity, not a time to panic. All indices are unmanaged and may not be invested into directly. Think about all of this a little more.

Marketing 85

Marketing Marketing Economy Planning 85

Carson Wealth

MARCH 24, 2025

17 of 19 members now say inflation uncertainty is higher, versus 14 in December 18 members say inflation risks are higher, versus 15 in December At the same time, members are a lot more worried about a slowing economy and rising unemployment. All indices are unmanaged and may not be invested into directly.

Marketing 92

Marketing Marketing Economy Economics 92

Carson Wealth

JUNE 16, 2025

Many analysts were convinced Trump’s tariffs were going to wreck our economy and crash the stock market. Even from a market perspective, that doesn’t mean you should ignore these events, as they can cause a lot of volatility in markets, and even the economy. The economy is not as strong as it was a year ago, or even two years ago.

Marketing 72

Marketing Marketing Economy Portfolio 72

Wealth Management

JULY 11, 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 U.S. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning 222

Estate Planning Wealth Management Assets Fiduciary Duty 222

Carson Wealth

MAY 19, 2025

To provide an additional boost to the economy, the bill likely has to be larger, perhaps closer to $5 trillion, with most benefits front-loaded. But even if interest rates stay where they are now, thats going to take a toll on the economy, especially cyclical areas like housing. Investors cannot invest directly in indexes.

Marketing 52

Marketing Marketing Taxes Economy 52

Carson Wealth

APRIL 28, 2025

Its not that weve never seen volatility before thats part and parcel of investing. But what if demand craters across the economy and you’re stuck with goods you can’t sell? Do you do any capex investments? Congress also provides a cushion for the economy by raising deficits even further via tax cuts.

Marketing 78

Marketing Marketing Economy Manufacturing 78

Abnormal Returns

JANUARY 14, 2025

finance.yahoo.com) Finance Fidelity Investments is entering into the stock transfer agent market. axios.com) Firms are still getting fined for text compliance issues. finance.yahoo.com) Economy Why is the term premium on the rise? (safalniveshak.com) Companies Corporate spinoffs are getting bigger and more complex.

Compliance 182

Compliance Communication Media Economy 182

Harness Wealth

JULY 14, 2025

While software works well for standard tax situations, complex scenarios involving multiple businesses, international income, or sophisticated investments may benefit from professional expertise. The intelligent pricing structure of tax preparation software creates a cost-efficient scaling system that adapts to your needs.

Taxes 52

Taxes Tax Planning Electronics Education 52

Carson Wealth

APRIL 14, 2025

Bad Things Have Happened Before If youve invested in equities the past seven weeks it hasnt been very fun; we can likely agree there. Of course, this has the added effect of shielding the economy from tariffs, since it makes Chinese exports even cheaper for other countries (though they have a long way to go to overcome a 154% tariff).

Economics 83

Economics Marketing Marketing Economy 83

Wealth Management

JUNE 11, 2025

Women-owned businesses are a powerful engine in our economy. She also serves on the Advisory Board of the Paul Merage School of Business at UC/Irvine and is the current Co-Chair of its Center for Investment and Wealth Management. Number 8860726. The Wells Fargo study shows women-owned businesses account for 40% of all U.S

Wealth Management 138

Wealth Management Management Estate Planning Planning 138

Abnormal Returns

MAY 31, 2024

Economy Katie Gatti Tassin about the disconnect in the economy with Mark Zandi and Judd Cramer. epsilontheory.com) Barry Ritholtz talks with Jeffrey Sherman, deputy chief investment officer at DoubleLine Capital LP. podcast.moneywithkatie.com) Matt Reustle talks with Todd Fisher who is the CIO of the CHIPS Act office.

Compliance 263

Compliance Economy Government Banking 263

Wealth Management

JUNE 12, 2025

Economists at Harvard , of all places, generated a big splash in 2023 when it released an exhaustive study that examined whether the extremely rich students being accepted into these institutions had more impressive academic profiles than the teenagers who fly economy. Number 8860726. The conclusion was – big surprise! – the system is rigged.

Wealth Management 237

Wealth Management Financial Planning Planning Financial Advisor 237

BlueMind

JULY 15, 2022

Category: Compliance. The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. Related: Compliance and Automation – An Ideal Unison!

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index. What a strange year we had in 2023.

Investments 96

Investments Investing Marketing Marketing 96