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1st Quarter 2024 Economic And Market Outlook: Potential Increased Volatility, Threats To Economic Growth, And Equity Markets

Nerd's Eye View

Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.

Economics 175
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The Problem Of High U.S. Equity Valuations And How Advisors Can Factor In Current Evaluations Risks

Nerd's Eye View

One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926.

Valuation 205
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Sunday links: when irrationality takes over

Abnormal Returns

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. yield curve has been inverted for a record amount of time. axios.com) Private equity return dispersion is a problem.

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Business Valuation: What Is My Business Worth

Carson Wealth

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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Sunday links: biased expectations

Abnormal Returns

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. should let China continue to shoot itself in the (economic) foot. nytimes.com) Why the U.S.

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10 Friday AM Reads

The Big Picture

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 283
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Estate Planning in this Economic Climate

Park Place Financial

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Charitable Remainder Unitrust