That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
Hello 5,000 Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological mil …
Stock market is hitting new all-time highs, the economy is going gangbusters, and there is generally good news all around. But could there be bad news around the corner? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Var …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
As Goes January, So Goes the Year “There is nothing new in the world except the history you do not know.” — Harry S. Truman The S&P 500 Index gained 1.7% in January (total return) after a slow start to the year. S&P 500 gains in January have historically signaled above-average retur …
Stocks are high. The economy is strong. There’s even talk of lower Fed rates. Is there anything investors should be worried about? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese answer these questions and more: Are stocks up too high? Wha …
