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Market Commentary

Weekly Market Commentary June 18, 2018

Announcements by government officials led market news last week. The Fed announced another rate hike, a judge approved the AT&T-Time Warner merger, and the Trump administration announced sanctions against Chinese goods. The net impact on markets was minimal. The S&P 500 was basically unchanged. The global MSCI ACWI dropped 0.4%, and the Bloomberg BarCap Aggregate Bond Index rose 0.1%.

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Blog

How To Know What Your Goals Are

Published by Nick Nalbach

Have you ever asked a child what they want to have when they grow up? Believe me, you’ll typically get some entertaining answers. And better yet, keep asking “Anything else?” There’s always more. A few examples of responses you might get look like: Read more

Videos

The perils of hiring top talent

The war for talent is on in the financial advisory industry. What can you do to find and keep the best next gen talent? Kelsey Ruwe of Carson Group offers ideas to stay ahead of the curve when it comes to hiring to InvestmentNews. Read more

Videos

What it takes to be a top woman adviser

Women have hurdles, but some significant advantages as financial advisers. Teresa Milner of Carson Wealth explains to InvestmentNews. Read more

Videos

Building a multi-generational practice

Developing a family practice can be difficult, especially when you are bringing aboard your son. Russ and Grant Nieland of Carson Wealth offer some insights from the trenches to InvestmentNews. Read more

Market Commentary

Weekly Market Commentary June 11, 2018

Strength in consumer stocks led markets higher last week. The S&P 500 rose 1.6%. The global MSCI ACWI increased 1.2%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% lower.

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Videos

Fox Business: Sell In May And Go Away, Investor Exuberance with Ron Carson

Hear Ron Carson on Fox Business’ Varney & Co on why we have investor exuberance, including the thought process, “sell in May and go away.” Ron highlights our firm’s thoughts on Apple and Amazon. Read more

Market Commentary

Weekly Market Commentary June 4, 2018

The two big news items last week were a strong U.S. jobs report and a political compromise in Italy that reduced the risk of a referendum on staying in the EU. Both are covered in the market fundamentals section below. In addition, the U.S. reversed its position and announced steel sanctions against many of its closest trading partners. The S&P 500 rose 0.5%. The MSCI ACWI dropped 0.1%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.2%.

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Monthly Newsletters

June Monthly Newsletter: Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Blog

Pamela Peña Earns CERTIFIED FINANCIAL PLANNER™ Certification

Published by Jill Hamilton, Marketing & Events Coordinator

Pamela Peña’s journey to becoming a CERTIFIED FINANCIAL PLANNER TM (CFP ®), was one full of hard work and adversity. One that gave her an exceptional ability to empathize with her clients’ unique situations, fully understand their individual needs and help them prepare for the unknown.  After losing her father at a young age, she experienced firsthand the ripple effect that this kind of tragic and unexpected loss has on a household. Following his death, her family lost their business and she and her sister had to move in with their grandparents.

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