Investing for Women

Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …

Markets, Policy & Elections

You probably have questions on how the markets will be affected by the midterm elections. Will you feel policy changes in your wallet?   

Market Commentary: A Big Bounce

On the heels of a huge month for stocks in October, the bull continued to soar in November, as the S&P 500 had its best week since June and the NASDAQ had its best week since March. Sparking much of the rally was news that inflation has likely peaked and is finally slowing. We’ll discus …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Market Commentary: A Dovish Statement Reversed by a Hawkish Powell

As expected, the Federal Reserve raised the federal funds rate by 0.75% to the 3.75-4% range on Wednesday. This was the fourth successive 0.75% hike. The initial market focus was on a new line inserted in the official statement, wherein the Fed nodded in the direction of decelerating the pa …

Which tax-efficient giving strategy is right for me?

Watch Carson Group’s Senior Wealth Planner Ryan Yamada’s informational webinar that can help you discover which giving strategy you should pursue for tax efficiency.  

Market Commentary: An Incredible Month for the Markets

Stocks ended another strong week, continuing the trend of buyers stepping up in October. Several years have seen October kill off bear markets, and 2022 may join that list. In fact, the only two years that started off worse for the S&P 500 than 2022 were 1974 and 2002, and both of those …

Being an Entrepreneur vs. Being an Investor

The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.

Q4 2022: Quarterly Market Outlook

Wondering what Q4 might bring? Watch Carson Group’s Chief Market Strategist Ryan Detrick’s Quarterly Market Outlook webinar for Q4, now available for viewing on-demand.   

Market Commentary: The October Bounce Continues

Stocks had a solid week, gaining nearly 5%. The jump was sparked by rumors on Friday that the Federal Reserve will raise rates by 75 basis points in November and then consider smaller hikes going forward. The market has priced in an extremely hawkish Fed, and any slight tilt to a more dovis …

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