Blog

Market Commentary: Is “Sell in May” Still Relevant?

Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …

Continue Reading!

2024: Your Year of Minor Adjustments & Major Improvements

As a new year begins, it’s only natural to think about resolutions and ways to change your habits for the better. It’s a fresh start, a time to re-evaluate and set new goals. My hope is that I can give you a little motivation and encouragement to make 2024 even better than last year. I …

Market Commentary: Top Charts From 2023 Set the Scene For 2024

Top Charts of the Year What a year it has been! The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Just like everyone called it, right? As we look ahead to 2024, we want to share with you some of our tea …

Year-End Planning: Do Something Today That Your Future Self Will Thank You For

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. Like many Americans, we tend to procrastinate until the last second. However, there are plenty of things you can and should consider. While this is by no means an ex …

Market Outlook 2024

Watch our webinar, “Outlook ‘24” with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese, now available on demand. 

Facts Vs Feelings Take 5 – The Fed Pivoted, and Stocks Like It

The Fed halted rate hikes last week – and even penciled in a few cuts in 2024. As a result, the stock market surged. Get the details from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include:  The current policy rate is 5.4%; …

1 2 3 8 9 10 11 12 124 125 126

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started