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Market Commentary: Markets Perk Up but Macro Outlook Still Messy
What a Week Last week started with a huge 2.4% drop in the S&P 500, but it ended with a four-day win streak and stocks up 4% on the week. The rally started when President Trump opened the door to drastically lower tariffs on China, but it was also a big week for earnings. Although …
How Estate and Gift Taxes Can Impact Your Financial Plan
Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …
Facts Vs Feelings Take 5 – Can President Trump Fire Jerome Powell?
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this fast-paced episode, Ryan and Sonu unpack a major question shaking investor confidence: Can President Trump fire Federal Rese …
Roth vs. Traditional IRA: How to Decide Which Option Is Best for You
Many of us ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the traditional Individual Retirement Account (IRA) is one of the most powerful retirement savings tools available, …
Worries And Uncertainty Grow, but There Are Positives
“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund
Market Commentary: Sentiment Remains Extreme as Fed Warns of Risks
Some Giveback After the S&P 500 gained nearly 6% two weeks ago, there was some well-deserved giveback last week, as stocks fell 1.5%, mainly thanks to a huge drop on Wednesday after hawkish comments from Jerome Powell (more on that below).
