Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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How Will My Financial Plan Change Over the Course of My Life?
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …
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 Commentary: Sentiment and Santa Setting the Market Tone for 2024
Four More Reasons ’24 Should Be a Good One for the Bulls “Investing is like dieting. It is simple, but not easy.” — Warren Buffett, Berkshire Hathaway
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.
