That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
Summer Rally Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. As we show below, the usually weak months of June and …
The Dow Jones Industrial Average hit an all-time high of 40,000 – double what it was just seven years ago. What could this mean for investors? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in on these questions and more: What led up …
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets. B …
Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an im …
New inflation data came out this week. Is everything all good with inflation? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: New inflation metrics came out for April Most inflation is trending in …
Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand.
