For high-net-worth individuals, portfolio construction isn’t about choosing between growth and safety: It’s about strategically deploying both. Equities typically build wealth through capital appreciation, while fixed income helps preserve it through stability and cash flow. The …
Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
October is known as a bear market killer, as many bear markets have ended during this month. Some of the most famous were the 1974 and 2002 bears, which both ended within the first two weeks of October. Those bears were down more than 48% and 49%, respectively, when the ultimate lows took p …
“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October. This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …
2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.
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