Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 195

Startup Wealth Management Clients Portfolio 195

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 Financial Services Investing Investments 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

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

DECEMBER 11, 2023

Due to volatility within the markets mentioned, opinions are subject to change without notice. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

APRIL 29, 2024

Lastly, how the market is doing going into these six months matters. That’s positive for profit growth, which is ultimately what matters for markets over the long run and an important factor as to why we continue to favor stocks over bonds. Due to volatility within the markets mentioned, opinions are subject to change without notice.

Marketing 97

Marketing Marketing Economy Government 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

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 Food 97

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

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. annualized pace over the last three months. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

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

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

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 Financial Services Investing 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 Financial Services Investing 52

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

Abnormal Returns

FEBRUARY 13, 2023

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. etf.com) Things to keep in mind when direct indexing a client's portfolio.

Clients 195

Clients Retirement Financial Services Taxes 195

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

FEBRUARY 12, 2024

One year ago, investors were being bombarded by talk of the bear market and an imminent recession. A pullback would be perfectly normal at any time, but overall the bull market is alive and well. At Carson, we remain overweight equities and expect this bull market to continue. So, what now? on average and was higher 85.7%

Marketing 97

Marketing Marketing Economy Investing 97

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

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

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

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?

Marketing 96

Marketing Marketing Economy Distribution 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). In these cases, Investment Managers just set up their fund portfolios to simply track the index. Financial Services HDFCBANK 8.96%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

APRIL 1, 2024

The first three months of the year have been positive, marking a five-month streak of stock market wins. The market was only lower in 1987. During that year, the market rose a record 20.5% The average took a big hit those final nine months due to the 1987 stock market crash, but the median was a rather solid 8.2%.

Marketing 97

Marketing Marketing Economy Economics 97

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 Compliance 97

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

The Big Picture

OCTOBER 28, 2023

Bloomberg ) Be sure to check out our Masters in Business next week with Michael Carmen , who is the Co-Head of Private Markets at Wellington Management. He manages a diversified portfolio of late-stage growth equity in technology, consumer, health care, and financial services sectors. trillion in client assets.

Wealth Management 273

Wealth Management Financial Services Banking Management 273

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

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. One knock on the bull market last year was that only large-cap tech stocks were rising. At this point, no, at least when looking at the totality of labor market data.

Marketing 96

Marketing Marketing Economy Numbers 96

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.

Pharmaceutical 59

Pharmaceutical Banking Portfolio Insurance 59

Carson Wealth

JANUARY 22, 2024

Setting all-time highs is generally supportive for markets, and they’re even better if it’s been a year or more since the last one. As discussed in our 2024 Market Outlook, we believe the rate cuts would support a 4-6% total return for the Bloomberg U.S. The previous record high was set on Jan. They are perfectly normal.

Marketing 97

Marketing Marketing Economy Portfolio 97

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. equities.

Marketing 96

Marketing Marketing Economy Investing 96

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. The loan Against Property industry portfolio stands at Rs. 112,782.00

Investing 59

Investing Investments Planning Assets 59

Carson Wealth

SEPTEMBER 5, 2023

The bull market is alive and well, and we continue to expect new highs before year-end. However, more people stayed in the labor force to look for work, which is a sign of confidence in the labor market. The good news is this is normal market behavior. Stocks fell in August, as expected after a big start to the year.

Marketing 89

Marketing Marketing Economy Compliance 89

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. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Trade Brains

NOVEMBER 7, 2023

Best Financial Markets to Trade : Are you looking to explore the best financial markets to trade in 2024? It is obvious that we may occasionally get confused in our decision-making when faced with the many different pieces of advice regarding financial planning, trading, and investments. What are Financial Markets?

Financial Market 59

Financial Market Marketing Marketing Banking 59

Carson Wealth

JULY 17, 2023

We heard time and time again that only a few stocks were going up the first half of this year, so to see things broadening out is a very good sign for the lasting power of this bull market. Official data lags this data by about 12 months or so and it’s taken a while to reflect market reality.

Marketing 98

Marketing Marketing Food Compliance 98