Carson Wealth

AUGUST 28, 2023

and financial markets. Retail sales are up just 2.5% The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. We’ve received several questions on China recently, including how the economic turmoil there may impact the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

I hope you’ll at least join my weekly newsletter about financial advisor lead generation. With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. See you in the next one!

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Carson Wealth

AUGUST 21, 2023

Retail sales surged in July and are up 5% over the past three months after adjusting for prices. Retail sales and food services rose 0.7% One month may be noisy, but even the three-month average shows retail sales rose 7% at an annualized pace. That has played out exactly as history suggested. Here’s a quick recap.

Marketing 52

Marketing Marketing Economy Retail 52

Carson Wealth

JULY 24, 2023

Consumption was Strong Retail sales rose at a 4.7% Core retail sales, excluding categories such as vehicle and gas station sales, rose at a 6.3% Even after adjusting for inflation, “real” retail sales rose at a 1.9% So, it helps to look at the last three months. Let’s walk through some of the highlights. annual pace in Q2.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

MAY 22, 2023

Economic data continues to come in strong, including for retail sales and vehicle production. Retail sales rebounded in April. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The housing market is showing signs of recovery.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 152

Compliance Wealth Management Clients Management 152

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. & Lee L. 1139 (1988).

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

FEBRUARY 28, 2023

And so that vehicle, you don’t have to worry about having the A Team on the big institutional money and the B Team on the retail money — RITHOLTZ: Right. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. RITHOLTZ: Really interesting.

Clients 141

Clients Investing Investments Assets 141

SEI

SEPTEMBER 6, 2022

Those in and outside the financial services industry are seeking to reconcile this emerging technology and its impact on the ecosystem of investing. By issuing a token, a startup project can now tap into a larger pool of investors—beyond the traditional VC fund—including, for the first time, the retail investor. Ventures (US).

Assets 52

Assets Investing Investments Government 52

The Big Picture

SEPTEMBER 5, 2023

MILLER: And my wife always kids me about being overly eager to pay full retail. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

MAY 16, 2023

LINDZON: But that was more hardware and music and not internet related to me, you know, because I came from the financial background, so everything was DOS and Windows. LINDZON: So first year at ’01, ‘02, you have Apple and they blew out the store model, the retail model, which no one thought. RITHOLTZ: Right. RITHOLTZ: 2004, 2005.

Media 278

Media Investing Investments Valuation 278

Carson Wealth

APRIL 22, 2024

Strong consumer spending data, including March retail sales. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. Strong industrial production data and a pickup in manufacturing survey sentiment. and hides underlying strength.

Marketing 96

Marketing Marketing Economy Government 96