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Market Commentary

Weekly Market Commentary April 22, 2019

It was a quiet week for investors, as none of the three major indexes we track moved significantly. The S&P 500 eased 0.1% lower during the holiday-shortened trading week. Read more

Blog

My Favorite Things To Do In Baltimore City

Published by Ryan Cooley

As someone who has been a resident in Maryland for many years, I can definitely say that living right by Baltimore City is a blessing. There are a ton of things to do and see here: historical sites, fascinating museums (including one that is centered around the baseball legend Babe Ruth), and even cruising around the Inner Harbor. Many of these activities are suitable for family-friendly fun and don’t even break the bank.

Allow me to share some of my favorite things to do with my family when we visit Baltimore City.

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Videos

Q2 2019 Quarterly Market Update

Carson Partners’ Scott Kubie 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. Read more

Market Commentary

Weekly Market Commentary April 15, 2019

The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more

Market Commentary

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates. Read more

Blog

Your 2019 Social Security Benefit Guide

Published by Mark Ring, Wealth Advisor

About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a safety net during the Great Depression, it is now the major source of income for at least half of the nation’s seniors. (1) But even though Social Security benefits are designed to replace about 40% of pre-retirement income, (2) 86% of pre-retirees don’t know how much they will receive. (3)

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market commentary

Monthly Newsletters

Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more

Market Commentary

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

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Market Commentary

Weekly Market Commentary March 25, 2019

The S&P 500 dropped 0.7% on concerns a key economic indicator signaled recession risk was increasing. The global MSCI ACWI slipped 0.5%. The Bloomberg BarCap Aggregate Bond Index soared 0.9% as investors rotated toward fixed-income investments that often perform better when rates decline.

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Blog

Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more