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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Blended Family Finances: What to Consider When Getting Remarried
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …
Market Commentary: Stocks and the Economy Show Continued Strength
After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. The S&P 500 is up close to 20% for …
Exit Strategies for Business Owners
Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand.
Building Your Ideal Business Succession Plan
By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …
Facts Vs Feelings Take 5 – The Midyear Outlook
Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese provide their top takes on the state of the economy – and what to expect this quarter – in the latest episode of Facts vs. Feelings: Take Five. Hear what Ryan and Sonu share their expert opinio …
Market Commentary: The Dow’s on a Winning Streak
“However beautiful the strategy, you should occasionally look at the results.” — Winston Churchill How about that? As soon as we released our Mid-Year Outlook predicting the bull market to broaden out, we find the Dow Jones Industrial Index up nine days in a row.
