Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch

Up Four Months in a Row, But Here Comes September What a month it was for investors. We started off the month with some huge down days over worries centered around the yen carry trade unraveling and a slowing U.S. economy, only to get past those worries almost as quickly and see stocks move …

Facts Vs Feelings Take 5 – Rate Cuts Are Coming

More good news this week: Fed rate cuts are likely forthcoming! Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the latest economic and stock market news. Highlights include:   Federal Reserve Chair, Jerome Powell, …

Market Commentary: S&P 500 Approaches All-Time High as Fed Pivots at Jackson Hole

Stocks followed up the best week of the year with more solid gains last week, with the S&P 500 less than 1% away from new all-time highs. Friday saw historic levels of volume to the upside, which is consistent with longer-term higher prices. Be aware September and October can be volatil …

Facts Vs Feelings Take 5 – More Good News

The stock market has seen one extreme to another over the past few weeks. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share some of the latest good news happening in the stock market and economy. Highlights include:   The S&P 500 is …

Market Commentary: S&P 500 Has Best Week of the Year as Recession Fears Fade

Best Week of the Year The S&P 500 bounced back with its best week of the year, as recession fear once again was seemingly overblown We remain in a bull market, but expect more potential volatility over the coming months heading into the election Retail sales surprised strongly to the up …

Facts Vs Feelings Take 5 – There Is Some Good News Out There

What a difference a week makes. Last week’s volatility had investors wondering what was next, but Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share some of the good things happening in the stock market and economy. Highlights include:   …

How To Effectively Manage Your Social Security Retirement Benefits

Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand.

Market Commentary: Up and Down Week Leaves the S&P 500 Near Flat

One of the most volatile weeks in a while saw the S&P500 rally late in the week to finish flat for the week overall. This recent patch of volatility is really quite normal, even for good years for stocks. August is known for volatility and once again, it’s living up to its reputation. T …

Facts Vs Feelings Take 5 – How Bad Will It Get?

We’ve seen an incredible amount of volatility over the past week. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share what’s been happening and offer their insights on how bad it could get. Highlights include:   The Fed didn’t cut rates, c …

Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances …

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