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Market Commentary

Weekly Market Commentary January 21, 2019

Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more

Videos

Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Market Commentary

Weekly Market Commentary January 14, 2019

After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more

Market Commentary

Weekly Market Commentary January 07, 2019

The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more

Saving money in 2019

Monthly Newsletters

How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

Blog

Happy 2019!

Happy 2019!  It has not been a particularly happy several months in the market as you are most likely aware.  This last week or so has been really crazy with the DOW posting its largest single day point gain in history only to be followed the next day by an 800 point swing first starting out down over 600 points and then finishing up over 200 points!  Read more

year end planning

Blog

7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

Market Commentary

Weekly Market Commentary December 31, 2018

Global stock markets continued to swing wildly last week as shifts in sentiment seemed to push the markets sharply higher and lower without much rationale. Read more

Videos

How can you navigate a volatile market?

We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this. Read more

happy holidays

Blog

Blessing of the Holiday Season to you 2018

First and foremost, I want to express our gratitude to you once again for your trust and your business. It has been quite a year. Many of you, and you know who you are, have been going through some really tough stuff this year and we have been there by your side walking through it with you. It is truly why we are here, to help guide you through transitions in life that come out of nowhere and that you are overwhelmed to deal with without help.

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