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  • Market Commentary: 4.3 Million Quit Their Jobs in August; Rise in Retail Sales Beats Expectations

    Posted on October 18, 2021

    Three economic data points released last week indicated the economy continues to rebound despite lingering challenges from the Delta variant. Job openings, which lag other measures by one month, fell to 10.4 million. Declines in demand for leisure and hospitality jobs pulled the openings back from July’s all-time high. Workers are showing increased confidence as a record 4 million people quit their jobs.

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  • Quarterly Market Outlook Highlights: Q4 2021

    Posted on October 18, 2021

    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.

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  • As Gaming Industry Levels Up, So Does Its Value to Investors

    Posted on October 12, 2021

    Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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  • Market Commentary: Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record

    Posted on October 11, 2021

    For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194,000 jobs were created, missing expectations by nearly 300,000. A deeper look at the data shows the report wasn’t as bad as indicated by the overall number.

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  • Mapping Your Senior Health Care Plan

    Posted on October 8, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about mapping your senior health care plan.

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  • Income-Related Monthly Adjustment Amount (IRMAA) Worksheet

    Posted on October 7, 2021

    IRMAA, or the income-related monthly adjustment amount, is an extra amount you have to (or will have to) pay on top of your Medicare Part B and Part D premiums based on your income. Now that you know what IRMAA is, it’s never too early to start thinking about when you’ll eventually have to pay this amount. This worksheet will help you identify some IRMAA planning points, and also point out some common IRMAA planning mistakes to steer clear of. Download the worksheet to get started.

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  • Who is IRMAA and Why Is She Getting My Money?

    Posted on October 7, 2021

    There’s a scene in the TV show Friends where Rachel gets her very first paycheck as a waitress at Central Perk. “Who is FICA and why is he getting all my money?” she poses to the gang. Some people age 65 and older might have a similar sentiment when they get their Social Security check and see a chunk missing that’s gone to IRMAA.

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  • Market Commentary: Equity Markets Have Worst Month of Year; Virus Variants, China Among Key Risks

    Posted on October 4, 2021

    Equity markets struggled in September as interest rates, inflation concerns, and developments in China all weighed on stock market averages. The S&P 500 surrendered 4.7% as large-cap growth companies led the market lower. Large-cap growth has been the top performing style box since the beginning of the second quarter.

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  • Understanding Your Employee Benefits

    Posted on September 28, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Abby Meyer, Partnership Manager at Mylo, a Lockton Company, to learn more about understanding your employee benefits.

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  • Market Commentary: Fed Leaves Rates Unchanged, Could Begin Tapering of Asset Purchases this Year

    Posted on September 27, 2021

    The Federal Reserve met last week, and Chair Jay Powell indicated tapering this year is more likely than not. The decision on when to reduce the central bank’s purchases of government-backed bonds will likely be affected by the employment report released a week from Friday. If labor market strength resumes, the Fed appears likely to roll back its support.

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