Carson Wealth

APRIL 29, 2024

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. of the time.

Marketing 97

Marketing Marketing Economy Government 97

Random Roger's Retirement Planning

OCTOBER 15, 2022

It is worth repeating that having some number in mind for portfolio size for when you retire based on some realistic work involving how much you make and how much you spend certainly makes sense but that number is no longer relevant once you retire. There are couple of different ways to go with this.

Numbers 57

Numbers Retirement Retirement Planning Portfolio 57

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. gain, but not a bad number by any means. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

Truemind Capital

JANUARY 24, 2024

In order to crush inflationary expectations, the US Fed had to engineer recession by increasing the interest rates to 20%, an unimaginable number at the beginning of the 1970s decade when interest rates were close to 4-6%. Similarly today, easy monetary policy has boosted the equity market valuations.

Portfolio 52

Portfolio Valuation Engineering Economics 52

Truemind Capital

FEBRUARY 23, 2024

On one hand, I was happy that many apps have enabled even investors with minuscule savings to invest in the market but on the other hand, I realized the person picked schemes just based on past performance with dominant holdings in mid & small cap schemes. No one in the world can predict when the correction in the markets will happen.

Asset Allocation 98

Asset Allocation Marketing Marketing Assets 98

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? papers.ssrn.com) Anomalies don't tell us much about aggregate market returns. papers.ssrn.com) How equity market neutral investing works. simplify.us) How to make risk parity portfolio perform better. papers.ssrn.com)

Retail 215

Retail Media Numbers Portfolio 215

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Advisor Perspectives

JANUARY 30, 2024

This naïve formulation, DoubleLine Portfolio Manager Ken Shinoda argues, overlooks the interplay of home prices and mortgage costs with housing supply and demand dynamics. Conventional thinking holds that higher interest rates mean lower home prices – or the corollary, lower rates mean higher prices.

Numbers 40

Numbers Portfolio Management Marketing Marketing 40

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 201

Financial Planner Certification CFP Financial Advice 201

Nerd's Eye View

MAY 8, 2024

step when onboarding a new client, as making any sort of recommendation is impossible without first understanding how comfortable clients may be when their portfolios inevitably experience volatility. From there, an advicer can ask how the client has reacted to prior bouts of market volatility.

Clients 226

Clients Risk Tolerance Financial Planning Planning 226

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Numbers 52

Tobias Financial

FEBRUARY 20, 2024

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith , CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market.

Marketing 52

Marketing Marketing CFP Numbers 52

Random Roger's Retirement Planning

APRIL 10, 2024

There is of course the unpleasant reality that some number of people buying in will die right after the cutoff to sell getting nothing or almost nothing out of it and surrendering their investment. If you have a combined $40,000 benefit, that's like having another $1 million in your portfolio. The relevance ties into asset allocation.

Portfolio 69

Portfolio Asset Allocation Retirement Taxes 69

Trade Brains

JULY 30, 2022

In this article, we will have a look at the portfolio of his wife Rekha Jhunjhunwala, who also has sizable investments under her name in the Indian Stock Market. We will also take a closer look at Rekha Jhunjhunwala’s Portfolio 2022 and further analyze her investments. of Rekha Jhunjhunwala’s portfolio.

Portfolio 52

Portfolio Insurance Communication Portfolio Analysis 52

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. 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. s consumer-driven economy.

Marketing 90

Marketing Marketing Economy Compliance 90

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Over the past few years, it seems as if markets have been obsessed with Federal Reserve action. How significant are rate cuts or hikes to the typical market cycle?

Numbers 283

Numbers Insurance Economy Marketing 283

Random Roger's Retirement Planning

NOVEMBER 26, 2022

Here's CWB compared to a couple of other funds we've looked at recently as possible game over funds and Vanguard Balanced Income Fund (VBAIX) which is a proxy for a 60/40 portfolio. That chart gives a good idea of the pounding CWB has taken in the bond bear market. And the results; The CWB portfolio lands in between SPY and VBAIX.

Portfolio 66

Portfolio Numbers Clients Management 66

David Nelson

JANUARY 3, 2023

Investors need to do their own due diligence and perform a full ORM review of their portfolio and its ability to navigate the many challenges we face at the start of a new year. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. S&P 500 2 Years.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. morningstar.com) People work in retirement for any number of reasons. whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. Rowe Price about non-financial considerations in retirement.

Retirement 213

Retirement Retirement Planning Portfolio Management Financial Advisor 213

Carson Wealth

MARCH 29, 2023

The same is true of retirement planning – if you zero in on your portfolio and nothing else, you’ll miss out on some major factors that can make a significant difference in your retirement and ultimately your bottom line. link] The post 4 Hurdles in Retirement Beyond Your Investment Portfolio appeared first on Carson Wealth.

Retirement 98

Retirement Portfolio Investing Investments 98

WiserAdvisor

SEPTEMBER 8, 2022

Investing your money involves a number of strategies and instruments. This way, you can absorb the short-term market fluctuations and eventually exit with high returns. This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Nerd's Eye View

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. To start crafting the persona of their ideal client, advisors can list key attributes of their target client. Read More.

Fee Only 206

Fee Only Portfolio Clients Planning 206

Carson Wealth

OCTOBER 23, 2023

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. Interestingly, many bear markets end later in the month, which could happen again. 19 on average. in the third quarter.

Marketing 143

Marketing Marketing Economy Retail 143

Good Financial Cents

FEBRUARY 16, 2023

When the stock market is going up consistently, diversification isn’t usually “front of mind” for investors. Most people have an investment portfolio that consists of stocks, bonds and maybe real estate. In this article, we will specifically look at diversifying your portfolio through investments in artwork.

Portfolio 83

Portfolio Investing Investments Assets 83

Random Roger's Retirement Planning

FEBRUARY 29, 2024

I've been saying meaningful yield without too much volatility is what investors hope the bond portion of their portfolio will give. The simple 40 year trade for bonds of "number go up" is finished and as a matter of math, can't be repeated. Taking volatility out of a fixed income portfolio is fairly simple.

Marketing 73

Marketing Marketing Math Portfolio 73

Nerd's Eye View

NOVEMBER 10, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance.

Financial Planner 160

Financial Planner Commission Numbers Portfolio 160

Abnormal Returns

DECEMBER 11, 2023

Markets Every major asset class, except commodities, is set for an up 2023. capitalspectator.com) The drop in bond yields reversed a lot of market trends. nytimes.com) Zeke Faux's "Number Go Up" isn't really a book about crypto. ft.com) Triple-levered anything can wreck your portfolio.

Media 220

Media Financial Advising Retail Economy 220

Abnormal Returns

MARCH 20, 2024

Strategy Ten things to know about building a diversified portfolio. morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. amycastor.com) Companies It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 180

Financial Advising Startup Valuation Economy 180

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

Advisor Perspectives

NOVEMBER 6, 2023

Advisors face a number of challenges in current markets, given risks and stock and bond correlations. They must grapple with how to invest smartly as well as keeping their clients invested in the traditional 60/40 portfolio.

Portfolio 52

Portfolio Numbers Clients Investing 52

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. We see that all over NVIDIA’s earnings numbers. annualized rate.

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. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

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

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. percent and 92.78 percent respectively.

Marketing 59

Marketing Marketing Numbers Economy 59

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Financial Planner 239

Financial Planner Fee Only Clients Investing 239

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. Due to volatility within the markets mentioned, opinions are subject to change without notice. million this year.

Marketing 143

Marketing Marketing Economy Compliance 143