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Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Blog

Young Adults are Still Adults: Helping Your Children Enact Important Legal Documents

Published by Dan Morrison 

Over lunch recently with an attorney friend of mine, I was lamenting an age-old issue: I pay the bills for my college-age kids, but because they are over the age of 18, they must GIVE ME PERMISSION to see their school files, grades, etc. This is due to something called the Family Educational Rights and Privacy Act (FERPA). Read more

Market Commentary

Weekly Market Commentary July 16, 2018

Solid earnings and perhaps some potentially blissful ignorance on the ongoing risks over trade pushed stocks to a second straight week of strong gains. The S&P 500 soared 1.5% for the second week in a row. The MSCI ACWI climbed 1.0%, and the Bloomberg BarCap Aggregate Bond Index rose 0.2%. Read more

Videos

Q3 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Blog

The Link Between Balance and Wealth

Published by Ryan Cooley 

In today’s world, we are often reminded to strive for a balanced life. Doctors encourage us to eat a balanced diet. My mechanic recently balanced the new set of tires I purchased to make sure they wear evenly. I even coach my son’s baseball team on the importance of having proper balance while they are batting to harness the most power. One thing I do not hear discussed as frequently is maintaining proper balance with finances.

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Monthly Newsletters

July Monthly Newsletter: Five Financial Factors to Consider Before Buying a Home

Every spring it’s the same: the snow melts, the birds begin building their nests, the neighborhood children resume their outdoor play and the housing market blooms. Yes, among the budding trees and perennial sprouts you’ll notice “For Sale” signs popping up all over town. Read more

Market Commentary

Weekly Market Commentary July 9, 2018

The positive U.S. jobs report released Friday contributed to a strong week for global stocks and bonds. The S&P 500 soared 1.5%, the MSCI ACWI climbed 0.9%, and the Bloomberg BarCap Aggregate Bond Index rose 0.2%. Read more

Videos

Divorce & Finance

Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them. Read more

Market Commentary

Weekly Market Commentary July 2, 2018

Stock markets finished the quarter on a down note. The S&P 500 and the global MSCI ACWI both dropped 1.3%. The Bloomberg BarCap Aggregate Bond Index shrugged off higher inflation and rose 0.3% last week. Read more

Blog

How Emotional Decisions Can Ruin Your Investment Strategy

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more