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The Evolution of Financial Advisors

Published by Paul West

When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to make sure a transaction is suitable, but are not beholden to the fiduciary standard (always acting in your best interest). Read more

Blog

Why I Chose To Be A Financial Advisor

Published by Teresa Milner

We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . . Read more

Market Commentary

Weekly Market Commentary April 16, 2018

Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

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Videos

2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Blog

A Blog from a Dog: Nelly Carson Welcomes a Four-legged Intern

Published by Nelly Carson

At Carson Wealth and Carson Group, we are GROWING. Not in the slow, leisurely way you meander down the sidewalk when taking your human for a walk, but in the fast, chasing after a mailman who has dared to step foot on your lawn kind of way. While it’s exciting to welcome so many new clients to our firm and new advisors to our coaching ranks, early in 2018 we determined that in order to serve these awesome individuals it was also vital to hire new stakeholders. Read more

Market Commentary

Weekly Market Commentary April 9, 2018

Continued concerns over the risk of a trade war pushed markets lower, and a slowing economy pushed stocks lower. The S&P 500 fell 1.4% last week. The global MSCI ACWI dropped 0.7%, and the Bloomberg BarCap Aggregate Bond Index dipped 0.1%.

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Monthly Newsletters

April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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Market Commentary

Weekly Market Commentary April 2, 2018

Markets reversed the prior week’s selloff to end the quarter on a positive note. The S&P 500 rose 2.1% last week. The global MSCI ACWI climbed 1.3%, and the Bloomberg BarCap Aggregate Bond Index gained 0.5%. In spite of the positive week, all three indices finished lower in the first quarter. The S&P 500 eased 1.2% lower. The MSCI ACWI dropped 1.4%, and the Aggregate Bond Index fell 1.5%.

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Videos

Fox Business: Ron Carson on Trump, Trades, and Market Volatility

Watch Fox Business’ Varney & Co to hear Ron Carson on Trump, trades – and his picks – and market volatility. Read more

Market Commentary

Weekly Market Commentary March 26, 2018

A sharp selloff in the last part of the week caused the S&P 500 to post its worst weekly loss since early 2016. The S&P 500 dropped just less than 6%. The global MSCI ACWI slid 4.4%, and the Bloomberg BarCap Aggregate Bond Index was basically unchanged. Year-to-date, the S&P 500 is down 3.2%.

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