We’ve been spoiled for a while with market and economy wins, but now we’re seeing some volatility. How concerned should investors be? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include: Pullbacks are normal in bea …
Published by Christina Hester Snyder, Associate Partner and Wealth Advisor When thinking about retirement planning, it is easy to get lost in investment math. Percentages, rates, yields, earnings, and returns are words you hear again and again until they lose all meaning.
American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Bec …
Published by Mark Ring, Managing Partner, Founding Partner, and Wealth Advisor You’ve spent decades carefully planning and saving. You’ve made sacrifices, you’ve invested, and you’ve done everything within your power to secure a strong financial future in retirement. But maybe you ha …
U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor …
Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season.
The U.S. employment situation remains lackluster. Only 49,000 new jobs were created in January. Unemployment dropped but only because labor force participation fell from 63.4% to 61.4% (Figure 1). As COVID-19 cases have dropped this year, some improvement is expected in coming months. Vacc …
