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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College Savings Tactics for the Savvy Investor
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, as they cover college savings tactics for the savvy investor.
Market Commentary: Fed Poised to Raise Rates this Week, Could Signal Future Increases
Inflation continued to bound higher last month. The Consumer Price Index (CPI) climbed 0.8% last month and is 7.9% higher than one year ago. The big culprits were food and energy. Food prices leapt 1% last month and gasoline prices increased 6.6% as part of an increase in overall energy pri …
Market Commentary: Risk of Expanded Russian Conflict Pushes Markets Lower; US Economy Adds 678,000 Jobs
Concerns the Russian invasion of Ukraine will draw more countries into the conflict raised risk and pushed global markets lower. Statements about nuclear forces going on alert and world leaders discussing a no-fly zone concerned investors.
Planning for the Rising Cost of Dependent and Child Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Proactive Tax Planning Starts with Goals
All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax benefit. Rather, you should always do things that tie back to your goals, with tax benefits being an added bonus.
Market Commentary: Equity Markets Experience Another Volatile Week; Fed Signals Interest Rate Hike in Early March
Equity markets wrapped up a volatile week with a late-Friday surge that pushed the S&P 500 to a 0.8% gain. Each day last week experienced a swing of at least 2.25%. Ongoing concerns about interest rates, inflation, valuations, and geopolitical challenges are contributing to swings in the market.
