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Market Commentary

Weekly Market Commentary – September 3, 2019

Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.

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wealth management, retirement preparation, Carson Wealth Management, Omaha, Nebraska

Blog

8 Crucial Items for Your Retirement Planning Checklist

Imagine yourself on your last ride home from work on the day you retire. The cardboard box is in the backseat, your gold watch is on your wrist and you realize you don’t have to wake up to an alarm clock tomorrow. Are you ready? Is your plan in place? Is that fear or excitement fluttering in your stomach? 

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colorado springs office

News

$70M AUM Advisor Beth Walker Joins Carson Wealth

Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced her decision to affiliate as a Carson Wealth office.

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august wmc

Market Commentary

Weekly Market Commentary – August 26, 2019

Global stocks were having a positive week until an escalation in the trade war between the U.S. and China pushed the market lower Friday morning. The S&P 500 dropped 2.6% on Friday after the president indicated the U.S. would respond to additional Chinese tariffs. 

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forbes

News

Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Blog

The Basics Of Required Minimum Distributions With Your Retirement Account

Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible and gains are tax deferred – you only pay taxes when you withdraw money from your account.

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News

Fed Chair Powell Avoided Triggering a Market Reaction — Then Came Trump

Ahead of the Fed symposium in Jackson Hole, Bob Phillips spoke with NBCNews.com’s Martha White on the importance of continued transparency from the Central Bank, and why Powell "needs to be very clear that continuing to ease is necessary."

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News

Stocks End Sharply Lower as Trump and China Escalate Trade War

Ahead of the Fed symposium in Jackson Hole, Bob Phillips spoke with NBCNews.com’s Martha White on the importance of continued transparency from the Central Bank, and why Powell "needs to be very clear that continuing to ease is necessary."

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Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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Market Commentary

Weekly Market Commentary – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.

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