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Q4 Market Outlook Webinar

Videos

Q4 Market Outlook Webinar

Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

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Quarterly Market Outlook: Q4 2020

Videos

Quarterly Market Outlook: Q4 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

Market Commentary

Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).

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How the 2020 Election Could Impact the Markets and Your Financial Plan

Blog

How the 2020 Election Could Impact the Markets and Your Financial Plan

Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

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Estate Planning in 2020

Videos

Estate Planning in 2020

Our host Jamie Hopkins is the Director of Retirement Research at Carson and a nationally-recognized voice on retirement and estate planning. Click Here to Watch the Webinar

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How Estate and Gift Taxes Can Impact Your Financial Plan

Blog

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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Market Commentary: Stocks Rallied in Hopes of Potential Stimulus Package

Market Commentary

Market Commentary: Stocks Rallied in Hopes of Potential Stimulus Package

U.S. stocks rallied on expectations that a stimulus package will be passed in the coming months and additional packages will be easier to pass. The Trump administration offered proposals closer to the most recent Democratic offer. Even if no deal is reached prior to the election, polls suggest the Democratic Party may control the presidency and both houses of Congress. One-party control makes it significantly easier to pass legislation.

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Market Commentary: Markets Face Uncertainty as Economy Recovers, Tension Grows in Washington

Market Commentary

Market Commentary: Markets Face Uncertainty as Economy Recovers, Tension Grows in Washington

Politics created the biggest market headlines last week. Investors wrestled with the tone of the presidential debate and how it contributes to political uncertainty. Stimulus negotiations between the House and the Trump administration narrowed the gap between the two parties, but they were unable to produce a deal. The president contracting COVID-19 contributed to the sense of uncertainty.

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How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

Monthly Newsletters

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.

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Thoughts on my life as I have passed sixty trips around the sun

Blog

Thoughts on my life as I have passed sixty trips around the sun

First, I do not feel like I am sixty, I still think I am thirty and will continue to think so for as long as I can.  Life is dynamic, impermanent, and one never stops learning.  We gain wisdom from experience and experience comes from years on the planet and circumstances both good and bad. 

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