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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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The Benefits & Purpose of a Trust in Estate Planning

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Market Commentary: Another October Low Forming?

A late week sell-off saw stocks barely break their early October lows, with the S&P 500 now down 7.9% from the late-July peak. Although the weakness the past few months hasn’t been fun for investors, it is important to note that stocks are still up more than 10% for the year and a fourt …

Facts Vs Feelings Take 5 – Why There’s Still No Recession

Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have been saying there won’t be a recession for a year now. Find out why they still hold strong on this viewpoint in their latest episode of Facts vs. Feelings: Take Five. Highlights include: R …

2023 Highlights: Q4 Update

Carson Group’s Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.

Market Commentary: Stocks Bounced in the Face of Grim News

Few investors expected war to break out in Israel, but stocks still eked out a gain on the week. As devastating as the events in the Middle East have been, to see stocks gain suggests they likely have bottomed and could be due for a fourth-quarter rally. Unsurprisingly, gold and oil had str …

Why Estate Planning Matters for Everyone

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

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