Carson Wealth

APRIL 29, 2024

Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Services spending accelerated at the fastest pace since the third quarter of 2021 when it was fueled by the pandemic recovery.

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Marketing Marketing Economy Government 97

Abnormal Returns

JUNE 20, 2023

Strategy Warren Buffett's advice on active vs. passive investing is clear. wsj.com) FTX's legal, consulting and financial services providers are raking it in. foreignaffairs.com) Economy Why OPEC has been unable to push oil prices higher. monevator.com) Every investor makes mistakes. What comes next matters.

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Financial Advising Financial Services Consulting Media 194

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. wsj.com) Policy The IRA and CHIPS Act have caused a surge in domestic manufacturing investment. vox.com) Economy Earnings can fall even without an economic recession. Companies RIP, Bed, Bath & Beyond ($BBBY).

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Financial Advising Financial Services Manufacturing Economics 130

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. So, what now? Over those 15 weeks it gained 22%.

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Marketing Marketing Economy Investing 97

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

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Economy Marketing Marketing Compliance 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence ajackson Tue, 11/12/2019 - 16:31 Despite making new highs recently, U.S. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Investment Perspectives | Confidence. Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. Tue, 11/12/2019 - 16:31. Despite making new highs recently, U.S.

Investing 52

Investing Investments Assets Economics 52

Carson Wealth

JANUARY 29, 2024

Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates. Economy: This Time Was Different, and That’s a Big Deal The U.S. economy grew 5.8% And that is what is happening now.

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Marketing Marketing Economy Government 97

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

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Marketing Marketing Economy Numbers 143

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

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Marketing Marketing Economy Compliance 143

Brown Advisory

DECEMBER 13, 2022

CIO Perspectives Podcast: The FTX fiasco, tech belt-tightening and key investment themes for a new year mhannan Tue, 12/13/2022 - 11:52 The last weeks of the year have been packed with plenty of high-profile headlines. It should not be assumed that investments in such securities have been or will be profitable.

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Investing Investments Portfolio Taxes 52

The Big Picture

OCTOBER 12, 2023

Three years into a mass workplace experiment, we are beginning to understand more about how work from home is reshaping workers’ lives and the economy. ( New York Times ) • The economy has been strong. My morning train WFH reads: • Here’s What We Do and Don’t Know About the Effects of Remote Work.

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Ethics Economy Financial Services Management 130

Carson Wealth

OCTOBER 9, 2023

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

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Marketing Marketing Economy Government 134

Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates.

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Marketing Marketing Economy Investing 96

Carson Wealth

DECEMBER 4, 2023

The economy overall remained firm and the consumer quite healthy all along, but the realization that inflation was no longer a headwind prompted stocks to rise. This was in sharp contrast to most other investment firms that predicted a recession and believed higher unemployment would be necessary to curb inflation. over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. We tend to be strategic rather than tactical in our approach to investing, but a combination of recent fundamental developments and valuation changes has caused us to add a note of caution in conversations with clients and in the management of their portfolios. Wed, 08/01/2018 - 10:37.

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Management Investing Investments Valuation 52

Trade Brains

DECEMBER 31, 2022

They have also been used as an investment strategy. In these cases, Investment Managers just set up their fund portfolios to simply track the index. Indexes play an important role as they also stand in the representation of a country’s market and economy. Financial Services HDFCBANK 8.96%. Happy Investing!

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

NOVEMBER 13, 2023

And even more encouragingly, when stocks are positive heading into November, markets tend to chase year-to-date strength as investment managers add equities before the year’s close. ECONOMY The economy saw blockbuster productivity growth in the third quarter. Since March, forward 12-month profit margins have increased.

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Marketing Marketing Economy Startup 96

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. SECTOR BACKDROP The importance of the health care sector to both society and the global economy is undeniable.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few. SECTOR BACKDROP.

Investing 52

Investing Investments Medical Portfolio 52

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

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Marketing Marketing Economy Retail 143

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Originally established as a traditional stock brokerage firm, the company embarked on its “Digital Journey” in 2019, revolutionizing its services.

Planning 59

Planning Financial Services Retail Distribution 59

Carson Wealth

MARCH 11, 2024

The bottom line is the economy is strong because the labor market is strong. The S&P 500 fell an eventual 57% from its October 2007 peak before bottoming on March 9, 2009, and finally ending the global financial crisis (GFC) bear market. The global economy was in shambles, and people were losing their jobs all around.

Marketing 97

Marketing Marketing Economy Retirement 97

Brown Advisory

JUNE 19, 2019

Late-Cycle Investing: MBS Offer Attractive Income and Downside Protection. While we can’t predict the near-term direction of the economy or of markets, there is no denying that safe haven assets are back in vogue, and investors have been voting with their dollars. Wed, 06/19/2019 - 09:00. INCOME VS. STABILITY. Treasuries.

Investing 52

Investing Investments Clients Government 52

Trade Brains

MARCH 27, 2024

The markets move in response to news and events, and when some prominent investors invest or divest in a company, the stock price moves sideways or downward. The DIIs importance in investing in Indian markets is to provide stability, support, and growth. DIIs sometimes absorb potential selling by FIIs, keeping the market stable.

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Pharmaceutical Banking Portfolio Insurance 59

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. One of our favorite indicators at Carson Investment Research is the December Low Indicator, which is fairly straightforward. economy, and the job market is leading the way. on average.

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Marketing Marketing Valuation Economy 96

Trade Brains

JUNE 14, 2024

Businesses wouldn’t be able to access capital for growth, individuals would struggle to manage their finances and the overall economy would grind to halt. Banks are the lifeblood of any economy. They act as intermediaries, collecting savings from individuals and businesses, then channelling those funds into productive investments.

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Banking Retail Accounting Assets 102

Carson Wealth

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. More Signs the Economy Is Holding Up Looking Under the Hood at Inflation On Thursday, we received inflation data from the Personal Consumption Expenditure Index (PCE), the Federal Reserve’s preferred metric of inflation. across 2018-2019.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

NOVEMBER 6, 2023

Although many were worried, the economy remained quite strong and odds were high the Fed was done hiking rates. The economy is normalizing, which could loosen tight financial conditions and boost cyclical activity. The October payroll report indicates the economy is slowing from its red-hot pace.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

AUGUST 28, 2023

Recent economic data from China show that the world’s second largest economy is in trouble. Much of China’s economic growth is driven by real estate investment, which has pulled back significantly. economy is likely to be minimal. and financial markets. In short, China’s economy is in trouble. That’s slowed to 4.4%

Marketing 52

Marketing Marketing Economy Economics 52

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. History says to expect it.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S. economy, despite the skeptics. Top Charts of the Year What a year it has been!

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Marketing Marketing Economy Manufacturing 89

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. All indices are unmanaged and may not be invested into directly.

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Marketing Marketing Manufacturing Retail 96

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. equity funds in 2016 alone.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Wed, 06/21/2017 - 12:35. Assuring "Average".

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Investing Investments Portfolio Management 52