Insights
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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Blog
A Season for Gratitude
The season of gratitude is upon us when the calendar flips to November. Gratitude is something we should practice every day, but it seems to come easier once November hits and Thanksgiving is around the corner. If you are looking to practice more gratitude in your life this holiday season, here are a couple ideas to help you start!
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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.
Read MoreMarket 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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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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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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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
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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Blog
Life insurance
Life insurance is something that most people think about and know that they probably should have but is often something that gets put off. Life insurance for young and healthy individuals is affordable and can provide you with peace of mind.
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