Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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Market Commentary: Earnings Season Flouts Calendar Effects
Earnings May Have Delayed Late-February Weakness The S&P 500 climbed a solid 1.7% during the holiday-shortened week, with the lift coming almost entirely from Thursday’s strong gains following NVIDIA’s earnings release. Despite the S&P Technology Select Sector Index gaining more tha …
Facts Vs Feelings Take 5 – Did the Economy Actually Slow Down?
Just last week we started to see some weakness in the economy. Should investors be worried? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say about the current economic and market conditions. Highlights include: Retail …
Tax Planning for the Start of a New Year
Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …
Market Commentary: Late February Bumps are Normal
Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. The shift comes on the heels of the index being higher 14 out of 15 weeks while gaining more than 20% over that period for the first time in history. In other words, a pause …
Facts Vs Feelings Take 5 – Debt Isn’t As Bad As You Think
We’re hearing a lot about debt, but it might not be as bad as you think. Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Credit card debt Overall debt Mortgage debt Looking for more inv …
Tax Law Changes that Could Affect Your Return This Tax Season
By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
