Weekly Market Commentary: Rare Powerful Bounce for Stocks Outshines Mounting Inflation Problems
Stocks soared again last week, gaining more than 3% in back-to-back weeks for the first time since October 2022. The big gain was on Wednesday, when the S&P 500 gained more than 2.5% as a potential 11th-hour peace deal surfaced. Two weeks ago, stocks bounced on optimism over a ceasefire …
5 Common Retirement Planning Mistakes
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
Facts vs Feelings The Glass Half Full — Is It Over? (Ep. 006)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take stock of a rapidly shifting landscape as a ceasefire in the Middle East brings cautious optimism to markets. With oil prices tumblin …
Weekly Market Commentary: Bull Markets Haven’t Ended Like This, but Don’t Expect a Rate Cut
The S&P 500 finally gained last week, ending a five-week losing streak, even as crude oil soared 10% and the end to the war increasingly appeared to be many weeks away. The S&P 500 was down nearly 9% from its late January peak, but it bounced more than 3% last week. Incredibly, the …
Facts vs Feelings The Glass Half Full — It Ain’t Over Till It’s Over (Ep. 005)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, record live from New York City and Greenwich, Connecticut, to break down a fast moving week in the markets. With oil disruption in the St …
Weekly Market Commentary: Five Timeless Lessons for Volatile Markets, and Why the AI Crash Narrative Doesn’t Add Up
Timeless Lessons for Volatile Times The roller-coaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. This week, we wanted to focus on some timeless lessons that all investors need to know during these volatile times. Volati …
Facts vs Feelings The Glass Half Full — How Bad Can Things Get? (Ep. 004)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, cut through the noise of recent market volatility to offer a grounded, historically informed perspective. With bond yields swinging, oil …
To Give Now or Give Later: When Is the Right Time to Gift to Your Heirs?
You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes …
Weekly Market Commentary: Fear Is High and the Fed Seems Befuddled, but Fundamentals Are Good
The headlines remained quite dour last week, and hopes of a quick resolution in the Middle East continue to dwindle. Crude oil up in the mid-to-upper $90s also has many on edge, with concerns about how long it might stay there. Higher inflation could be coming as well, which means it could …
Estate Planning Simplified: Understanding Wills & Trusts
While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …
