Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Winning in 2025: Tax Strategies for a Thriving Year
Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.
Strategies to Help Finish the Tax Season Strong
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …
Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy
Back at New Highs, Now What? What a year it has been already! Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. Yet, in the face of all of t …
Facts Vs Feelings Take 5 – Why stocks are back at all time highs?
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! Despite ongoing worries about tariffs, inflation, interest rates, and geopolitical concerns, the stock market has reached all-time h …
Market Commentary: Sentiment Shakey but Bull Market Still Intact
Some Worries We Have The S&P 500 is less than 0.1% away from new highs and up 4% on the year, on the heels of gaining 25% last year and in 2023. Yes, things have been very good for investors and fortunately we’ve been in the camp for more than two years now that we …
Facts Vs Feelings Take 5 – Worries We Have
In this episode of Carson’s Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak month—what d …
