Insights

Teaching your kids about money early will serve them long into adulthood.   Watch our webinar: Teaching Your Kids About Money with Carson’s Senior Vice President, Financial Planning and Advanced Solutions Erin Wood and Vice President, NextGen & Advisor Development Programs Julie Ragatz, …

Stocks were relatively flat last week in the face of weak economic data. Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains.

Encourage wise spending and savings habits by helping your child learn to manage their money mindfully. This worksheet will show them how. Download the guide today to get started.

In the end, stocks had a solid gain in the first quarter. The S&P 500 Index climbed 7.5%, including dividends. But it sure wasn’t easy. After being up more than 8% for the year in mid-February, stocks pulled back sharply, due in part to the banking crisis that took place the second week …

In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. While we’d expect stocks to tumble …

On the heels of the first three bank failures in years, issues spread across the pond last week as Credit Suisse Group AG became the latest banking institution to make headlines over solvency concerns. Let’s be clear: This Swiss bank was a three-dollar stock two weeks ago and has long been …

Level up your retirement plans! Watch out webinar: Next Level Retirement with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel, now available on demand.

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Founded in 1983, Silicon Valley Bank’s parent company, SVB Financial, announced on Wednesday it had sold $21 billion in assets to raise cash and was taking a $1.8 billion loss while also trying to raise capital. Due to dwindling deposits and losses in its holdings, the bank was forced to se …

After the 11th best start to a year for the S&P 500 as of Valentine’s Day, stocks have pulled back during the second part of February in what we would classify as perfectly normal price action. The best three months of the year for stocks are November, December, and January. That means …