Keys to Finishing the Year Financially Strong
It’s not too late to make some adjustments and finish this year fiscally strong. Find out how in our on-demand webinar Keys to Finishing the Year Financially Strong with Carson Group’s Senior Wealth Planners Tom Fridrich and Kevin Oleszewski.
Market Commentary: The Case for the Formation of a Major Low
We’ll get to the disappointing inflation data next, but Thursday morning had a pure panic feel to it — potentially the washout that is needed for lows to form.
Quarterly Market Outlook Highlights: Q4 2022
Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Market Commentary: Did the Lows Just Take Place? Maybe.
October is known as a bear market killer, as many bear markets have ended during this month. Some of the most famous were the 1974 and 2002 bears, which both ended within the first two weeks of October. Those bears were down more than 48% and 49%, respectively, when the ultimate lows took p …
Commonly Overlooked Employee Benefits
Have questions about how to incorporate your employee benefits into your financial plan? Talk to your financial advisor today or request an initial meeting with one of our highly qualified fiduciary advisors. Download the checklist today to get started.
Market Commentary: October Is Misunderstood
October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …
Market Commentary: Things Are Bad, and That Could Be Good
Stocks had another rough week. The S&P 500 flirted with the June lows and swung back into bear market territory. Investors are worried about inflation, the Fed, the economy, the Russia-Ukraine war, among other market challenges.
How to Optimize Social Security
Optimizing your Social Security benefits can have a big impact on your quality of life in retirement. Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand.
Market Commentary: Wake Me Up When September Ends
The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …
Market Commentary: The Election is Near
It’s hard to believe, but we are less than two months away from midterm elections in early November. Given all the well-known worries this year — from inflation to the war in Ukraine, the economy to the bear market — most investors haven’t started to think about midterms quite yet. But we e …
