Carson Wealth

MARCH 17, 2025

Understanding Market Corrections The S&P 500 moved into a correction on Thursday of last week, defined as a close at least 10% below the indexs recent closing high. Historically, the S&P 500 has come fully out of the correction about three times as often as it has entered a bear market. corrections per year since 1928.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

APRIL 21, 2025

One potential positive is market breadth has held up quite well in the face of the near-bear market. Powell’s prepared remarks started off by saying the economy was/is in good shape, including labor markets and the inflation picture. The labor market is not a source of inflationary pressure.

Marketing 78

Marketing Marketing Economy Economics 78

Trade Brains

JULY 9, 2025

The financial technology sector has evolved rapidly, driven largely by the growing use of APIs (Application Programming Interfaces). A fintech API platform allows businesses to connect their applications to a wide range of financial services in real time.

Startup 59

Startup Compliance Financial Services Banking 59

Trade Brains

JUNE 11, 2025

India’s equity markets have rebounded strongly in 2025, with the Nifty surging nearly 15 percent from its 52-week lows amid easing geopolitical tensions and renewed foreign institutional investor inflows of over Rs 14,000 crore in just one month. SEBI has recently approved IPO proposals of 15 companies, collectively valued at Rs 37,000 crore.

Electronics 85

Electronics Engineering Sales Financial Services 85

Midstream Marketing

DECEMBER 7, 2024

Get better marketing ROI by using data insights and smooth automation processes. Introduction In todays world, financial advisors need good tools for marketing automation to do well. It also simplifies their marketing efforts, which leads to better results. You can discover both financial and non-financial topics here.

Compliance 52

Compliance Financial Advisor Clients Communication 52

Midstream Marketing

JANUARY 19, 2025

Key Highlights Discover the evolution and importance of digital marketing in the financial sector. Learn about essential tools, platforms, and strategies for successful digital marketing. Follow a structured step-by-step guide to launching and measuring the success of your digital marketing strategy.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Market participants seemed to worry it was too good, the S&P 500 selling off 1.5% And its similar whether you look at developed or emerging markets. on Friday alone.

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

NOVEMBER 4, 2024

We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. Bottom line, investors have been quite spoiled with a historic year for markets and it is important to remember that stocks indeed can go down.

Marketing 96

Marketing Marketing Economy Numbers 96

Trade Brains

JULY 10, 2025

Further, in compliance with the provisions of Regulation 21A and explanation to Regulation 21A of the Merchant Bankers Regulations, Nuvama Wealth Management Limited would be involved only in marketing of the Issue and as per Regulation 25(3) of the SEBI NCS Regulations and shall not issue a due diligence certificate. and EDEL.BO

Financial Services 52

Financial Services Compliance Wealth Management License 52

Don Connelly & Associates

NOVEMBER 18, 2024

We know that AI is rapidly transforming industries, and the financial services sector is no exception. Financial advisors are often overwhelmed by managing multiple tasks at once, especially when much of their time is consumed by administrative and back-office duties.

Financial Advisor 52

Financial Advisor Clients Compliance Financial Services 52

Carson Wealth

DECEMBER 9, 2024

Not an Old Bull Market Weve noted week after week this year why we thought stocks would likely rally and fortunately thats what weve seen happen. Stocks are looking at back-to-back 20% gains for the first time since the late 1990s, bringing many to worry this bull market could be about to end. Looking at the evidence, we dont think so.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

MARCH 3, 2025

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. But assuming we arent heading into another financial crisis (we dont think we are), the other times we saw this was quite bullish for investors willing to stay strong and not panic sell.

Marketing 78

Marketing Marketing Economy Government 78

Carson Wealth

DECEMBER 2, 2024

Fortunately, all we have to do is look at the data to see they once again could be on the wrong end of this amazing bull market. 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. on average. on average.

Marketing 75

Marketing Marketing Economy Compliance 75

Wealth Management

JULY 1, 2025

Vest Financial Services, as president. Van de Loo departed Edelman Financial Engines in 2024 after about 10 years in various roles. Most recently, he was serving as head of the wealth management business and chief marketing officer. Number 8860726. Boston-Area RIA Mercer Acquires $1.1B Related: Mercer Acquires $1.1B

Wealth Management 192

Wealth Management Estate Planning Planning Clients 192

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. A strong content marketing strategy involves setting clear goals, knowing your target audience, creating various types of content, and using social media and SEO effectively. This helps build trust with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Midstream Marketing

NOVEMBER 5, 2024

Explore different social media platforms that financial advisors can use, like LinkedIn, Twitter, Instagram, and Facebook. Understand why compliance, engagement, and tracking success are vital for your social media efforts. They help build brand awareness, attract potential clients, and share your expertise in financial services.

Media 52

Media Financial Advisor Marketing Marketing 52

International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. As a result, GIFT City becomes a vital testing ground for phased liberalization of India’s capital account.

Compliance 40

Compliance Education Economics Retail 40

Carson Wealth

JUNE 9, 2025

Inching Closer to New Highs Stocks had some drama last week as the president of the United States and the world’s richest man had a very public falling out, but that did little to slow down the bull market. The Rocky Balboa Market Something unique about 2025 so far is how stocks have bounced back when they’ve been down. It fell 20.5%

Economics 69

Economics Marketing Marketing Economy 69

Trade Brains

JUNE 24, 2025

Leading fintech giant PhonePe is charging towards a blockbuster stock market launch. billion from public market investors. Expect aggressive expansion into new financial services segments. This financial muscle is vital for intense sector competition. India’s digital payments market is growing explosively.

Planning 52

Planning Valuation Financial Services Compliance 52

Wealth Management

JULY 10, 2025

We were looking to balance innovation with our boutique-level service. CRM: Salesforce Financial Services Cloud (FSC) With nine firms coming together, there were best practices all over the place. Number 8860726. formally launched Wealthspire 2.0 in summer 2024.

Wealth Management 166

Wealth Management Estate Planning Clients Planning 166

Carson Wealth

JUNE 23, 2025

This week though we want to highlight that the choppy action we’ve seen thus far in 2025 is actually perfectly normal for the third year of a bull market. Year Three Tends To Be Choppy The S&P 500 gained more than 22% the first year off the October 2022 bear market lows, followed by nearly another 34% in the second year.

Marketing 78

Marketing Marketing Investing Investments 78

Wealth Management

JULY 15, 2025

Related: Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role About the Author Patrick Donachie Senior Reporter, WealthManagement.com Patrick Donachie is a senior reporter for WealthManagement.com , covering federal and state regulation, litigation and M&A deals in financial services. Number 8860726.

Clients 191

Clients Estate Planning Wealth Management Planning 191

Carson Wealth

DECEMBER 16, 2024

Within shelter, its really owners equivalent rent (OER), which is the implied rent homeowners pay, and is based on market rents as opposed to home prices. 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.

Marketing 52

Marketing Marketing Insurance Food 52

Carson Wealth

JUNE 30, 2025

The bottom line, we see reasons to expect this bull market to continue and the strength the last two months only further confirms this. A bear market But a bear market, and especially a sustained one, would be extremely detrimental to household balance sheets. Will Falling Home Prices Wreck Household Balance Sheets?

Marketing 78

Marketing Marketing Investing Investments 78

Midstream Marketing

DECEMBER 10, 2024

We will also explore content marketing to help you stand out in your field. Introduction In todays challenging market, financial advisors need strong financial advisor marketing strategies. By promoting their brand, advisors can run effective marketing campaigns.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. Theres an old saying that markets climb a wall of worry, and that neatly captures the last two years. Chart 1: The Presidents Party Is Not a Market Predictor 2024 was a presidential election year and we covered the election extensively from a market perspective.

Marketing 64

Marketing Marketing Economy Economics 64

Carson Wealth

NOVEMBER 11, 2024

However you feel about the result, as an investor, it’s essential to remember that, historically, who is in the White House has virtually no link to how the stock market will do. In a perfect world, you don’t want yields to continue to move much higher, as it would hurt the housing market and potentially small companies as well.

Marketing 95

Marketing Marketing Economy Numbers 95

Trade Brains

JULY 16, 2025

The shares of a leading financial services conglomerate were in focus after receiving regulatory approval from the Insurance Regulatory and Development Authority of India (IRDAI) to acquire the remaining 26% stake held by its foreign partner in both its life and general insurance joint ventures.

Insurance 52

Insurance Financial Services Retirement Planning Compliance 52

Trade Brains

JUNE 27, 2025

This expansion allows traders to access derivative contracts on these companies, broadening choice and potential trading strategies in the market. Kfin Technologies Limited Kfin Technologies is a prominent Indian technology-driven financial services company specializing in investor and issuer servicing.

Electronics 52

Electronics Manufacturing Portfolio Management Compliance 52

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. Whats worked best has depended on the market environment. (It It shows which diversifiers worked (or didnt) in major drawdowns since 1998s 19.2% S&P 500 decline.

Marketing 75

Marketing Marketing Portfolio Risk Tolerance 75

Carson Wealth

JANUARY 21, 2025

Markets Give Solid Early Marks to Trump, but Not as Strong as 2016 The S&P 500 rallied 2.9% Monday was inauguration day, a good moment to check back on what we have seen from markets since election day. Monday was inauguration day, a good moment to check back on what we have seen from markets since election day.

Marketing 75

Marketing Marketing Insurance Economy 75

Carson Wealth

OCTOBER 28, 2024

The good news is long weekly win streaks tend to happen in bull markets, which is another reason we would not panic should more near-term pain take place. It turns out bull markets are like this too, as we found that once a bull makes it to the start of its third year (like this one has), many more years of gains is actually quite likely.

Marketing 96

Marketing Marketing Economy Investing 96

Carson Wealth

NOVEMBER 18, 2024

Another Look at the Election and Stocks We’ve written a lot about the election the past two weeks, but we continue to hear questions about the results of the election and stock market performance. Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. And it has cooled quite a bit.

Marketing 95

Marketing Marketing Economy Banking 95

Carson Wealth

DECEMBER 23, 2024

That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. Lastly, forward-looking profit margins and earnings for the S&P 500 are both at all-time highs, suggesting the backdrop for this bull market remains quite strong. year to date.

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. It might be hard to recall now, but global markets crashed on fears over the yen carry trade unwinding. They get much, much better.

Marketing 64

Marketing Marketing Valuation Economy 64

Carson Wealth

MARCH 10, 2025

March Madness It is important for investors to remember what happened two years ago this month, as the 16 th largest bank in the United States went under virtually overnight and many expected the Regional Bank Crisis to spark a new bear market, but it didnt. The S&P 500 actually finished that month higher. from a year ago.

Marketing 80

Marketing Marketing Economy Government 80

Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5

Wealth Management 147

Wealth Management Retirement Planning Assets 147