Estate Planning Checklist
No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …
Market Commentary: Why Stocks Could Rally by Year End
After the S&P 500 experienced its best seven-month start to the year since 1997, stocks pulled back in the historically troublesome months of August and September. Although unenjoyable for investors, the slump may be necessary to set stocks up for a year-end rally.
Facts Vs Feelings Take 5 – Will the Bull Come Back When September Ends
Good riddance to August and September (at least, investing-wise). Will the bull come back when September ends? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss the latest news in markets and investing. Highlights include: • What could …
Market Commentary: Weak Markets in September Are Not Unusual
The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …
Facts Vs Feelings Take 5 – Student Loans, Strikes and Shutdowns
Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they dig into student loans, strikes, and shut-downs. Highlights include: What are the concerns about the upcoming restart of student loan repayments? Will we see a government shutdown? …
Life Goals: Understanding Life Insurance and How it Fits in Your Finances
Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand.
Market Commentary: More Seasonal Choppiness
Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bullish investors may view this as encouraging, as they would prefer to see stocks catch thei …
Facts Vs Feelings Take 5 – Talking Inflation and the Fed
What’s going on with inflation and the Fed? Find out with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Inflation has gone up for the first time in a while Energy prices, particularly fuel, have increased Core inflatio …
Market Commentary: Four Big Questions
Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, August and September can be tricky. September, specifically, has been the worst month of the yea …
Facts Vs Feelings Take 5 – The Worst Month of the Year
September is the worst-performing month for stocks, on average. Dig into the data with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: What could be behind the annual September slowdown? What can investors expect for thi …
