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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 …

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Facts Vs Feelings Take 5 – Good News is Good News

  Last year was tough – good news was bad news and vice versa. We’re finally back in a world where good news is good news! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about all the good news investors can expect to …

Market Commentary: Things You Don’t See in a Recession

Stocks Remain Strong Stocks took a break last week, which was perfectly normal after a five-week win streak coming off the late-October lows. It is important to remember that stocks lead the economy, both on the way up and the way down. Various indexes are closing in on new all-time highs, …

Facts Vs Feelings Take 5 – Things You Don’t See In a Recession

  We continue to hear concerns over a potential recession. And while there have been a few small cracks in the economy of late, we still don’t see any solid signs of a recession happening anytime soon. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist …

2024 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

9 Year-End Planning Tips from a Wealth Planner

By Mark N. Petersen, CPA, CFP®, CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration …

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