Matt Johnson Wealth Advisor Hocky, Heart, and High School Over the years, I’ve had the opportunity to coach hockey at many levels, from brand new six-year-olds to 18-year-old high school players who can skate circles around me. I’ve loved working with every athlete I’ve coached, and it’s es …
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.
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 …
Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
