Carson Wealth

JUNE 10, 2024

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. This by itself should tell you the labor market is strong, with more people participating in it. All indices are unmanaged and may not be invested into directly.

Marketing 143

Marketing Marketing Economy Numbers 143

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 170

Financial Planner Financial Advisor Certification Estate Planning 170

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 86

Portfolio Manufacturing Investing Investments 86

Brown Advisory

SEPTEMBER 19, 2023

Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

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

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. Lastly, how the market is doing going into these six months matters. In fact, government spending eased in the first quarter as federal nondefense spending fell and state/local government investment pulled back.

Marketing 97

Marketing Marketing Economy Government 97

Good Financial Cents

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? M1 Finance is a legitimate financial services company that is regulated by both FINRA and SIPC.

Investing 83

Investing Investments Portfolio Analysis Insurance 83

Brown Advisory

SEPTEMBER 19, 2023

Importance of Business Resilience in Portfolio Construction bgregorio Tue, 09/19/2023 - 05:12 Only Time Will Tell While the old adage “only time will tell” generally refers to a future outcome, it reflects our belief that a truly enduring investment must have proven to be resilient under a variety of macroeconomic circumstances.

Portfolio 52

Portfolio Investing Investments Financial Services 52

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.

Marketing 96

Marketing Marketing Valuation Economy 96

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. 4.0%, rather than 4.5%.

Marketing 96

Marketing Marketing Economy Compliance 96

Carson Wealth

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. What a ride it has been, but investors were once again rewarded for sticking to their investment plans. A pullback would be perfectly normal at any time, but overall the bull market is alive and well. So, what now? of the time.

Marketing 97

Marketing Marketing Economy Investing 97

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

Validea

APRIL 10, 2024

Advantages of Dividend Growth Investing There are several key advantages to a dividend growth investing approach: It focuses on high-quality companies. Seeking out dividend growth stocks naturally leads to investing in high-quality companies. Dividend growth stocks tend to be less volatile.

Investing 52

Investing Investments Financial Services Sales 52

Carson Wealth

DECEMBER 11, 2023

All indices are unmanaged and may not be invested into directly. Due to volatility within the markets mentioned, opinions are subject to change without notice. The NASDAQ 100 Index is a stock index of the 100 largest companies by market capitalization traded on NASDAQ Stock Market.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

MARCH 4, 2024

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. Lower turnover implies the labor market is not as hot as it was and validates the wage growth data.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

MAY 20, 2024

Despite numerous analysts predicting an imminent recession and near-certain bear markets, we at Carson pushed back against those false narratives all year. Our stance has long been that investing is not about timing the market, but time in the market. That means resisting the temptation to pick market tops and bottoms.

Numbers 97

Numbers Marketing Marketing Insurance 97

Carson Wealth

OCTOBER 23, 2023

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. October is known for extreme volatility, but it is also known for ending bear markets and corrections. All indices are unmanaged and may not be invested into directly.

Marketing 143

Marketing Marketing Economy Retail 143

Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023.

Clients 201

Clients Retirement Financial Services Taxes 201

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

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction mhannan Wed, 09/21/2022 - 10:50 As crucial as sustainability may be to investors and companies alike, gauging the long term resilience of their business model is just as important. Sustainable International Leaders views resilience as a crucial lens through which to analyze businesses.

Portfolio 52

Portfolio Manufacturing Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2022

Resilience is Core to Sustainable Portfolio Construction. While the old adage “only time will tell” generally refers to a future outcome, it is apropos of our belief that a truly sustainable portfolio must consist of businesses that have proven to be resilient under a variety of macroeconomic circumstances. Wed, 09/21/2022 - 10:50.

Portfolio 52

Portfolio Manufacturing Investing Investments 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. How does DII impact the company’s shareholding? lakh crore), SBI (3.18

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Carson Wealth

NOVEMBER 27, 2023

It wasn’t a popular view, but fortunately the market has played out close to how we expected. One year ago, nearly every strategist and economist on TV was telling us the bear market wasn’t over and a recession was a near certainty. According to S&P Market Global, retail investors sold stocks last month like rarely in history.

Marketing 96

Marketing Marketing Manufacturing Retail 96

Carson Wealth

DECEMBER 18, 2023

Markets were off to the races after the Fed released its statement and economic projections. Bond yields fell, and equity markets rallied. This is outdated information as private market indices such as Apartment List show rents falling compared to last year. And the first cut could come sooner rather than later.

Marketing 96

Marketing Marketing Economy Investing 96

Trade Brains

DECEMBER 31, 2022

Basically, an index is the stock exchange creating a portfolio of the top securities held by it based on market capitalization in the respective category (entire market or sector-wise). They have also been used as an investment strategy. Therefore, it is considered a true reflection of the Indian stock market.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

Marketing 96

Marketing Marketing Valuation Economy 96

Trade Brains

JANUARY 1, 2024

Indian Stock Market Recap : Starting the Calendar Year 2023 (CY23) with a downtrend, the Indian stock markets later on experienced a significant rally with the Nifty 50 index delivering year-to-date returns of 19 percent and the Sensex delivering year-to-date returns of 18 percent. lakh crores.

Marketing 59

Marketing Marketing Numbers Economy 59

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

Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”)

Investing 52

Investing Investments Portfolio Compliance 52

Validea

MARCH 30, 2024

As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2% However, while using your personal insight is a good starting point, ultimately Lynch believes you need to thoroughly research a company’s fundamentals before investing. annual return, nearly doubling the S&P 500’s 15.8%

Investing 52

Investing Investments Insurance Assets 52

Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. More expansion is coming, and the fruits of these investments will be seen over the next decade in the U.S. This is a massively underrated story of what’s happening in the U.S.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

MARCH 11, 2024

The Bull Keeps Going We sound like a broken record, but that could be a good thing in a bull market, as stocks made more new highs last week. 15 years ago, stocks bottomed after the vicious bear market of the global financial crisis. The bottom line is the economy is strong because the labor market is strong.

Marketing 97

Marketing Marketing Economy Retirement 97

Carson Wealth

FEBRUARY 20, 2024

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. Big picture: The bull market is alive and well, and we continue to expect higher prices overall in 2024. An upside inflation surprise and a shift in rate-hike expectations contributed to the market’s weakness.

Marketing 96

Marketing Marketing Economy Medicine 96

Carson Wealth

SEPTEMBER 25, 2023

Historically, shutdowns are short-lived, so markets don’t have much time to start reacting before they are over. Market expectations for the implied policy rate in 2027 has increased from 3% to almost 4% over the last four months. The disconnect between the Fed’s and market’s expectations will eventually have to be reconciled.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

SEPTEMBER 11, 2023

in 2022 during a horrible bear market and 4.8% in 2021 during a great bull market. A large part of the economy’s resilience has to do with a strong labor market that has surprised many economists and market-watchers. Many market participants hardly noticed. Treasuries have fallen over the last decade.

Marketing 93

Marketing Marketing Government Economy 93

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?

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Marketing Marketing Economy Distribution 96