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Market Commentary

Weekly Market Commentary February 11, 2019

U.S. stocks finished barely positive last week. The S&P 500 inched 0.1% higher on a relatively light week for news. The government shutdown has delayed a number of key statistics about the strength of the U.S. economy and given investors less data then expected to evaluate it. Read more

Federal Interest Rate, 2019, Carson Group

Monthly Newsletters

From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance

If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, but predictable isn’t the word any of them are using. Read more

Market Commentary

Weekly Market Commentary February 04, 2019

Markets returned to rally mode last week and finished January significantly higher. The S&P 500 surged 1.6% on strong employment data, the Federal Reserve communicating its concerns about slowing growth, and generally positive earnings data.

The relatively strong earnings pushed Carson’s expectations for earnings growth from 11% to just less than 13%. Strong earnings performance from major oil companies helped boost estimates, too. Read more

Blog

The Top 5 Challenges Of Required Minimum Distributions

Published by Mark Ring, Wealth Advisor

Earning a driver’s license is a classic American rite of passage for teenagers on the cusp of adulthood. On the other end of the spectrum is another rite of passage, though not nearly as exciting: required minimum distributions (RMDs).

To prevent retirement savers from being able to defer paying taxes indefinitely, the government mandates regular withdrawals from retirement accounts starting at age 70½. All retirement accounts are subject to RMDs except for Roth IRAs. (1) This secondary rite of passage is not without its challenges, and here are the top five.

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Blog

Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

Market Commentary

Weekly Market Commentary January 28, 2019

After a four-week rally, stocks finished close to unchanged last week. The S&P 500 shed 0.2% but is still up 6.4% this year.

The S&P 500 opened sharply lower and then rose the rest of the holiday-shortened week. Read more

Market Commentary

Weekly Market Commentary January 21, 2019

Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more

Videos

Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Blog

A Second Opinion And A Cup Of Coffee

Published by Daniel Morrison, Wealth Advisor

Go ahead and take a moment to look back on the past five to ten years of your life. How much has changed? As life goes on, very few things will remain the same. And while change is something the majority of us have generally come to accept as a healthy and natural part of life, it still requires adaptation and flexibility, especially when it comes to your finances.

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Market Commentary

Weekly Market Commentary January 14, 2019

After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more