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Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Market Commentary

Weekly Market Commentary October 15, 2018

After months without a 1% move in either direction, the S&P 500 experienced three on consecutive days to end the week. Unfortunately, the large moves down on Wednesday and Thursday dwarfed Friday’s rally. Read more

Market Commentary

Weekly Market Commentary October 8, 2018

The fourth quarter seems to be off to a more volatile start after a calm third quarter. Read more

National Financial Planning Month - Meeting with financial advisor

Monthly Newsletters

October Newsletter: 3 Tips for National Financial Planning Month

The leaves are changing, and we find ourselves changing as well. Depending on where you are in the country, you may be draining the pool or storing the patio furniture, or even harvesting the year’s crops. Whatever form it takes in your life, the cool weather causes us to slow down, take stock, and see where the summer left everything.

It’s no surprise then, that October is National Financial Planning month. This can be a great time for a meeting with your financial planner, especially if you only meet a few times a year. Let’s look at a few financial fitness items to discuss with your financial planner and to keep in mind as the leaves fall outside. Read more

Market Commentary

Weekly Market Commentary October 1, 2018

U.S. stocks wrapped up September and the third quarter with a slight decline. The S&P 500 dropped 0.5% last week and finished 0.4% higher for September. The S&P rose 7.2% in the third quarter, its best quarterly performance since the end of 2013.

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Blog

One of the Best Hours of Information You Will Ever Receive

Published by Scott Danek

Ask yourself the following questions:

  • Do you like a good night’s sleep?
  • Do you want to live a long, healthy life?
  • Do you want to attain and maintain your ideal level of fitness?
  • Do you want to ‘do good’ by your brain and help it be as healthy as possible for as long as possible?
  • Would you like to know about foods that not only are very good for you but very tasty too?
  • Would you like to have the health and wellness to pursue your favorite hobby as long as you choose?

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Blog

4 Simple Steps to Creating an Estate Plan

Published by Beth Schanou, JD

Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Market Commentary

Weekly Market Commentary September 24, 2018

The S&P 500 hit a new high last week as economic reports remained positive and tariff news was not as bad as expected. The S&P rose 0.8% to eclipse the high set toward the end of August.  Read more

Blog

Why the Cell Membranes in Your Body Should Be More Like PlayDoh Than its Container

Published by Scott Danek

Admit it, when you were a kid you couldn’t wait to crack open that plastic jar and get to the soft, pliable wonderment that was inside, right?!  Who knew that even at that young age you knew just a little about cell health, even if it was on an innate, subconscious level?! Read more

Market Commentary

Weekly Market Commentary September 17, 2018

Markets put in a strong performance last week as U.S. inflation came in below expectations, trade concerns temporarily abated and technology stocks rallied. Read more