As we close out 2025, the team at Carson Wealth Pella is grateful for another meaningful year filled with relationships, milestones, and opportunities to serve our clients and community. The fourth quarter was especially full—both personally and professionally—and we’re excited to share a f …
The U.S. economy is riding a wave of AI investments, expansive fiscal policy, and a shift in monetary policy that’s carrying markets forward. But for how long? Our 2026 market outlook examines the forces shaping both challenges and resilience in economic trends for the coming year.
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the market’s reaction to headlines around Greenland and renewed tariff threats, and what it could mean for investors. They discuss why markets tend to push back on tariffs …
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors, seasoned and new. It’s important to remember that market volatility is nothing new. If you’re working with a financial advisor, your financial plan …
The story so far of 2026 has been all about rotation. The “Magnificent 7” stocks (Apple, Alphabet, Amazon, Microsoft, Meta, NVIDIA, and Tesla) have lagged the S&P 500 by a wide margin, but other areas and groups have taken the baton. The lifeblood of a bull market is rotation, and we fi …
Among the many shifts in 2025, few were as striking as the speed and scale of artificial intelligence development. It was only about three years ago that OpenAI released ChatGPT to the public, yet the AI boom is already reshaping markets. While past investment waves, such as the internet bo …
The markets finished 2025 on a strong note, but questions and potential headwinds exist as we head into the new year, and we’ll likely still see some volatility throughout 2026. Has AI spending created a bubble? What does history say about this current bull market continuing its run? Should …
