Carson Wealth

AUGUST 11, 2025

The Two Sides of the AI Economy AI spending has started showing up in some of the macroeconomic data in a big way. For perspective, consumption makes up 68% of the economy whereas IT equipment and software make up just over 4%. Cash-rich tech companies are going on a capex spending spree, providing a crucial boost to the economy.

Economy

Discipline Funds

APRIL 7, 2025

And what could happen in that scenario is that global trade slows meaningfully, business uncertainty lingers and that ultimately starts this long slow bleed into the real economy over time. And I hope we can all move past this self inflicted wound sooner than later because the longer this lasts the worse the economy will get.

Portfolio

Harness Wealth

APRIL 30, 2025

In today’s dynamic economy, millions have embraced a diverse portfolio of income streamsfrom traditional employment to creative side hustles, equity compensation, and investment ventures. Self-employed individuals enjoy unique advantages when it comes to health insurance and retirement planning.

Taxes

International College of Financial Planning

JUNE 17, 2025

Financial institutions based in GIFT City can treat their operations, investments, and deposits as offshore, enabling Indian banks, NBFCs, insurance providers, and capital market entities to offer global financial products in foreign currencies.

Compliance

Fintoo

JULY 17, 2025

Everyone has financial questions, especially when the economy feels […] The post Are You Financially Future-Proof? But in today’s unpredictable world, that sense of security can feel fragile. Have you ever asked yourself: If yes, you’re not alone. appeared first on Fintoo Blog.

Economy

Your Richest Life

FEBRUARY 24, 2025

Federal Reserve Chair Jerome Powell said that the economy is in a good place right now, and with inflation rates creeping back up , there is no reason to make another cut at this time. Future cuts will depend on inflation and the strength of the economy as the year goes on. 2025 Inflation creeps up The U.S.

Financial Market

Carson Wealth

DECEMBER 16, 2024

There have been two main drivers of excess inflation: shelter and motor vehicle insurance. The other component is motor vehicle insurance, which makes up 3% of the CPI basket (and about 4% of core CPI). Motor vehicle insurance is adding 0.35%-points to excess headline CPI and 0.44%-points to excess core CPI (relative to December 2019).

Marketing

Trade Brains

JULY 6, 2025

PB Fintech Ltd, popularly known as Policy Bazar is India’s largest online platform for insurance and lending products through its flagship brands Policybazaar and Paisabazaar platform through which they provide convenient access to insurance, credit and other financial products. percent from its FY24 revenue of Rs 3,438 crore.

Engineering

WiserAdvisor

JUNE 24, 2025

A recession is typically defined as a decline in the market and the economy, and while that sounds serious, and it is, there is no need to panic just yet. This typically includes expenses such as rent or mortgage, groceries, electricity, gas, school fees, insurance, and any other non-negotiable costs. It builds discipline.

Financial Advisor

Trade Brains

JULY 25, 2025

trillion in funds, playing a crucial role in capital formation in the Indian economy. Under distribution, it facilitates mutual fund transactions, IPO book-building, offer-for-sale, and insurance services. The total mutual fund order value stands at Rs. trillion, and there are 80,290 mutual fund distributors registered with the BSE.

Distribution

Carson Wealth

FEBRUARY 4, 2025

On one side are the proponents of trickle-down economics, who believe that keeping taxes low enables the affluent to invest more money in ways that create jobs and grow the economy. Buy whole life insurance as an investment for tax-free growth. Estate taxes also offer challenges. These taxes only apply to estates over $13.99

Risk Management

Discipline Funds

NOVEMBER 15, 2024

These assets are all very similar to insurance. T-Bonds are deflation insurance that tend to perform extremely well in deflations. They’re all insurance-like instruments. But imagine this from the perspective of anyone in a third world economy where currencies are regularly ravaged. I think of Bitcoin similarly.

Insurance

Carson Wealth

JANUARY 21, 2025

Those high rates arent good for some important areas of the economy, but they do have their upside for savers. In 2016 2017 Trumps election was seen as a major boon to smaller businesses and cyclical sectors of the economy leading up to inauguration. There are two main drivers of excess inflation: shelter and motor vehicle insurance.

Marketing

Trade Brains

AUGUST 11, 2025

At Experian, we remain committed to supporting the ecosystem with intelligence that enables informed decisions, fosters financial inclusion, and contributes to building a more sustainable and responsive credit economy.” Key Highlights: 1. Home Loans AUM stood at Rs.38.5 lakh crore as of March 2025, reflecting a 15% YoY growth.

Healthcare

The Big Picture

JUNE 23, 2025

The economy seems to be doing all right as we talked about, you know, people were worried about recession, it hasn’t materialized yet. And so that caused a general rethinking of the way the economy is going to move going forward. What does that tell us of the state of the economy and, and the state of the fixed income markets?

Portfolio

The Big Picture

APRIL 29, 2025

There aren’t many people who have this sort of perspective and perch to see the world of investing from both an institutional and insurance based perspective and a long, long-term retail investment perspective. ING had been on a buying spree around the world and in the US buying up insurers and, and other businesses.

Management

Your Richest Life

MAY 20, 2025

In recent years, getting professional help for your mental well being has become more accessible than ever, and more widely covered by health insurance companies. Investing in therapy can also be beneficial for your mental health, especially during stressful times.

Management

Trade Brains

JULY 8, 2025

The group is known for its clinical excellence and has a strong presence in telemedicine, medical education, and health insurance, and it is a leader in adopting technology and digital health solutions. Europe, and emerging economies. The company experienced a breakout after a few months, reaching its previous all-time high of Rs.

Pharmaceutical

Discipline Funds

JANUARY 21, 2025

No economy in the world does a better job of getting capital into the places where it can be most efficiently utilized. This is, arguably, one of the stark differences between the US economy and the rest of the world and why the USA has performed so much better over the last 20 years.

Marketing

The Big Picture

APRIL 8, 2025

We have a very robust economy. We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed. And it has nothing whatsoever to do with the modern economy. 00:37:58 Right?

Asset Allocation

WiserAdvisor

JUNE 11, 2025

While some major expenses in your 40s and 50s, like your mortgage, property taxes, and insurance premiums, are tied to domestic conditions and may not be directly impacted by tariffs, others could rise significantly. The economy takes time to adjust. On the other side, inflation is another important consideration in your 40s.

Budgeting

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. And profits are forecast to grow 5%.

Economics

Harness Wealth

MAY 2, 2025

While proponents of the TCJA lauded its potential to boost the economy, critics raised concerns about its impact on the national debt and its distributional effects. Fund insurance trusts (ILITs): Use the current gift tax exemption to fund new life insurance policies or transfer existing ones into an Irrevocable Life Insurance Trust (ILIT).

Taxes

Harness Wealth

JULY 14, 2025

Common deductible expenses include: Operating expenses: Includes mortgage interest, property taxes, insurance, utilities, advertising, management fees, and professional services. Real estate has shown itself to be very cyclical, somewhat mirroring the ups and downs of the overall economy.

Taxes

Discipline Funds

FEBRUARY 1, 2025

Personally, I don’t have a strong opinion on that as it pertains to Bitcoin’s specific price and the primary use case I consider with Bitcoin is fiat currency insurance. But I find it very compelling from the perspective of any 3rd world economy, especially those with unstable authoritarian economies.

Insurance

Investing Caffeine

JULY 1, 2025

Economy Resilient Despite Tariffs and Geopolitical Turmoil Source: Calafia Beach Pundit Credit Default Swaps ( CDS ) act as insurance contracts that protect investors against corporate debt defaults. As seen in the chart above , the cost to insure corporate bonds has declined steadily over the past two years.

Marketing

The Big Picture

JUNE 16, 2025

Never before in American history has a colossally incompetent American president tried to crater the economy. And so this is the guy who’s now directing our economy. We don’t see their returns, so 00:36:24 [Speaker Changed] To say, to say nothing of the maintenance and insurance and security costs of Right.

Math

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5%

Estate Planning

The Big Picture

APRIL 27, 2025

Though the president may have identified real problems, his methods to solve them dont appear to be working, and are unlikely to revive American manufacturing, Griffin told Semafors Gina Chon at the World Economy Summit in Washington, DC. Semafor ) The Worst Job in America : Who would want to be president of an Ivy League school? (

Manufacturing

Trade Brains

JUNE 16, 2025

Free insurance cover. Last Words As India shifts towards a cashless economy, RuPay credit cards with UPI connectivity present a wise combination of convenience, security, and financial rewards. BOB Financial RuPay Credit Card (Easy Card) Best For: Low annual fee hunters and first-time credit card users. Low joining and renewal fees.

Banking

Abnormal Returns

NOVEMBER 24, 2024

politico.com) What groups are at-risk of higher insurance costs next year? nytimes.com) Economy Noah Smith, "A postindustrial economy like America’s has a whole lot of workers, but no real working class." (agglomerations.substack.com) Health policy How the public turned against the public health establishment.

Financial Advising

Wealth Management

JULY 18, 2025

By merging trusts, a trustee may achieve economies of scale in investments and administration. For an overview of the steps to take for a successful trust merger, see “Checklist for a Trust Merger,” pp. Why Merge Trusts? Maintaining multiple trusts for the same beneficiary can become inefficient and expensive over time. For example, a larg.

Fiduciary Duty

The Big Picture

APRIL 24, 2025

Poll: Americans sour on the economy Source: Reuters Sign up for our reads-only mailing list here. Howard Marks once wrote, Its not the things you buy and sell that make you money; its the things you hold.( Barron’s ) Swiss banks are back in style for rich Americans (Thank Trump) : Americans worried about volatile U.S.

Economics

The Big Picture

JULY 29, 2025

Automobiles / Auto insurance : Supply/Pandemic effects Let’s combine these into one group, because it has the same basic drivers: Start with the shortage of new cars from 2020-22, directly affected by the pandemic shutdowns; add an insufficient supply of semiconductors (exasberating the problem). Or (heaven forbid) flood insurance?

Insurance

The Better Letter

JANUARY 10, 2025

Some pension and insurance companies, which have some very long-term liabilities to match, found the duration attractive. The broader economy matters. The Disney deal was announced as a $150 million issuance, but convexity and duration demand doubled the deal’s size. Treasury bond. 1 That idea wasn’t crazy. Often a lot.

Numbers

Abnormal Returns

NOVEMBER 3, 2024

noahpinion.blog) Few Americans are covered by flood insurance. city-journal.org) Economy Consumer sentiment is finally catching up to economic reality. (propublica.org) Policy Government is about fixing problems, not expressing grudges. econofact.org) How physical labor forces people into early retirement.

Financial Advising

Abnormal Returns

MAY 1, 2025

wsj.com) Even with their high costs, GLP-1 drugs are cost effective for insurers. theatlantic.com) Economy Keep an eye on the labor market for signs of a recession. (spyglass.org) GLP-1s Eli Lilly ($LLY) has positioned themselves as the long term winner in this space. disciplinefunds.com) Weekly initial unemployment claims jumped.

Engineering