New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
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 …
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 …
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 …
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, …
“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund
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).
