What a few weeks for investors. Yes, the S&P 500 lost a little ground last week. But let’s not miss the forest for the trees. After more than a 10% drop in only two days after Liberation Day on April 2, fear and panic was in the air. As we noted many times last month …
More New Highs for 2024 We might sound like a broken record, but stocks made more new highs last week. The S&P 500 is now up five weeks in a row, something it has done only two other times so far this year, falling during the sixth week each time. In fact, it hasn’t been …
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the factors behind the current market strength and provide insights into what lies ahead. Tune in as they analyze: The impact of GDP growth Pro …
When you are nearing retirement or in retirement, it is normal to shift your investment philosophy to better fit your needs and goals. During your career, you may not have worried about market corrections or downturns as much, because you weren’t tapping into your portfolio yet. However, wh …
For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement. Download Guide
Save For College If you don’t already have a 529 plan open, now is a great time to get one open before year end. A 529 plan is an investment account for college expenses. At Bloom Wealth Advisors, we believe this is the best way to save for college. The sooner you start investing for …
What A Run, But… Today is the one-year anniversary of Hamas’s horrific terrorist attack on Israel. That day and its aftermath have taken a tremendous human toll and tensions continue to escalate in the region, but our job is to focus on the impact on markets. Following October 7, 2023, oil …
