Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

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 Investing 78

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

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

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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Risk Management Financial Services Management Numbers 105

Abnormal Returns

MAY 21, 2023

Markets Ten bad market takes including 'Recession is inevitable?' wsj.com) Apple ($AAPL) is playing the long game in financial services. washingtonpost.com) Economy American consumer behavior is normalizing. ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA).

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

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% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. Through June 2023, the economy grew 2.4% 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

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.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Monthly nonfarm payrolls came in weak, adding to the worries about the overall strength of the economy. Lower rates could provide a jump to the economy on both fronts. What do lower yields mean to investors?

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. One-year forward expectations for S&P 500 earnings continue to rise and as long as that can continue to happen, as we expect it will, it’s good news for markets. Strong May gains historically suggest more gains to come.

Marketing 143

Marketing Marketing Economy Numbers 143

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. But Adidas had been tolerating his misconduct behind the scenes for nearly a decade. ( trillion in client assets.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. This level of customization helps you stand out and convert more leads.

Financial Services 52

Financial Services Marketing Marketing Media 52

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. To their credit, JP Morgan has aggressively moved back into what some people used to call, you know, middle merchant banking or middle market banking. And then I moved into debt capital markets for corporates. Imagine what that was like. 22 or 27 years.

Banking 130

Banking Economy Startup Marketing 130

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better. Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Carson Wealth

JULY 29, 2024

While we do expect continued outperformance by small caps, recent small cap strength also suggests the bull market in the S&P 500 will continue. Why We Think This Bull Market Still Has Plenty of Life Left The Russell 2000 (R2k) is comprised of small cap names and it soared after the much better than expected inflation data two weeks ago.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

OCTOBER 14, 2024

The good news is this bull market is alive and well, and as we will discuss below, it might be two years old, but there still could be a good deal more time left. Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. This bull market is actually quite young.

Marketing 96

Marketing Marketing Numbers Food 96

Carson Wealth

SEPTEMBER 25, 2023

The Fed made a big shift in its projections and is now much more bullish on the economy. Expectations for a stronger economy also mean the Fed is projecting fewer rate cuts next year. Historically, shutdowns are short-lived, so markets don’t have much time to start reacting before they are over. Here are five takeaways.

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Marketing Marketing Economy Government 96

Carson Wealth

MAY 13, 2024

Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. Strong starts to the year are bullish signals, and this bull market is young. While some cracks may be forming, the economy remains on firm footing. Here are seven reasons we think the bull market is alive and well.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

MARCH 25, 2024

Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they are taking a different angle on their incorrect calls and blaming a bubble for the stock market’s strength. It can’t be that they were wrong on fundamentals; it has to be that markets are acting irrationally.

Marketing 97

Marketing Marketing Economy Manufacturing 97

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. The market’s weakness over the past three months has not been fun for investors.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. It wasn’t a popular view, but fortunately the market has played out close to how we expected. In fact, retail sales and food services are running at 5% above pre-pandemic trends, with no sign of slowing down.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Abnormal Returns

FEBRUARY 13, 2023

awealthofcommonsense.com) Why there's never a shortage of market forecasters. wsj.com) Apple ($AAPL) has been slow rolling out new financial services. politico.com) Economy The housing economy is resisting a recession. Strategy Jumping from investment strategy to strategy is a recipe for disaster.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

Carson Wealth

DECEMBER 4, 2023

One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. The Fed is now expected to cut rates in 2024, which should help support both stock and bond markets. In other words, expect markets to chase year-to-date returns this month. over the last six.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. The bottom line: A big first quarter could indicate the bull market is alive and well.

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Marketing Marketing Valuation Economy 96

Carson Wealth

JULY 24, 2023

As soon as we released our Mid-Year Outlook predicting the bull market to broaden out, we find the Dow Jones Industrial Index up nine days in a row. The Dow is currently on a 10-day winning streak, which is good news for markets. The bottom line: These are common events in bull markets, which is exactly where we think we are now.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

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

MARCH 4, 2024

The economy continues to appear in good shape. s consumer-driven economy. The amazing bull market continued, and the S&P 500 closed higher in both January and February. A significant reason to be skeptical of another inflation surge is what we’re seeing in the labor market. For one, wage growth is not accelerating.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. The current bull market is young, and additional returns remain likely. The current bull market is up 43% and less than 19 months old.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

SEPTEMBER 18, 2023

Slowing core inflation, along with an easing labor market, likely means the Fed will pause rate hikes at its September meeting. This is encouraging, as the market needs to shake them out. This is another clue the overall market will likely go higher — it’s a positive sign when the aggressive areas of the market lead the defensive ones.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

NOVEMBER 20, 2023

Three weeks ago, stocks were down 10% from their late-July highs and most market pundits were predicting more pain to come. Although we at Carson didn’t see it that way, as discussed in this Weekly Market Commentary in real time, it was an uncomfortable period for most investors. at year-end. The good news going forward? in October.

Marketing 96

Marketing Marketing Economy Distribution 96

Carson Wealth

SEPTEMBER 11, 2023

Strong wage growth and lower inflation have helped the economy stay resilient. in 2022 during a horrible bear market and 4.8% in 2021 during a great bull market. Why Has the Economy Stayed Resilient? Many market participants hardly noticed. Many market participants hardly noticed. Who Holds U.S.

Marketing 93

Marketing Marketing Government Economy 93

Carson Wealth

JANUARY 8, 2024

The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024. A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Can stocks do well after a year with a 20% gain?

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

APRIL 29, 2024

Lastly, how the market is doing going into these six months matters. The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. of the time.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

APRIL 15, 2024

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. But it’s unlikely to be an easy ride.

Marketing 97

Marketing Marketing Food Insurance 97