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Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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Market Commentary

Weekly Market Commentary – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.

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Blog

Some Perspective From 8 Years Ago

By Steve Martin Today, the Dow Jones Industrial Average dropped over 700 points.  This, on the heels of a week that previously dropped another 700 points. However, sometimes we need to step back to see the forest for the trees.

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529 college savings plan strategy

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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federal reserve

Market Commentary

Weekly Market Commentary – August 5, 2019

Major news buffeted the market last week. The Federal Reserve cut rates as expected, but the press conference and vote margin suggested the cut does not signal more to come, which disappointed investors. Additional tariffs on Chinese goods were announced by President Trump, and the U.S. employment market remained strong.

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529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 29, 2019

U.S. gross domestic product (GDP) rose enough to calm recession worries, but not enough to cause the Federal Reserve to stray from an expected interest rate cut this week. The S&P 500 resumed its steady climb as positive earnings news and the economic data reassured investors. The S&P 500 climbed 1.7%.

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Blog

The Original Sin of Investing

By Steve Martin In the Book of Genesis, God gives Adam and Eve dominion over all the Earth, prohibiting them only from tasting the fruit of good and evil. For a moment, their innocence is perfect.

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Blog

Beyond the Retirement Plan – What’s Your Plan for Long-term Care?

By Karin Grablin Chances are, you probably know someone who has received long-term care.

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Blog

Can You Afford To Live To Be 100?

By Steve Martin First, the good news: you will probably live much longer than you think:  maybe to Age 100 – or beyond.  But here’s the bad news: unless you’ve already amassed a small fortune and have a plan for preserving it to last those 100 years, you’re going to have to figure out a way to pay for living that long.

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