Video: Elections
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Matt Hinz, CFPⓇ, ChFCⓇ, AIFⓇ, Senior Wealth Advisor, discuss the volatility of markets during an election and how to respond.
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What Are Securities?
If you’re looking to build wealth, generate income, or add balance to your portfolio, understanding securities is a smart place to start. These financial assets—whether stocks, bonds, or something more complex—play a key role in most investment strategies. You can buy, sell, or trade them, …
Market Commentary: “Don’t Fight the Fed” Looks to Still Be in Play
After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …
Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …
10 End-of-Year Tax Planning Tips
The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …
Market Commentary: Time To Take a Look at December and an Inflation Update
Five Reasons December May Be a Strong Month for Stocks In the last week of November, we saw one of the best weeks of the year for stocks, consistent with typical late-November seasonal strength. The big question now is, can it continue? December is off to a slow but positive start, with the …
Facts vs Feelings Take 5 – Back to December
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …
