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2018 1st Quarter Outlook Video

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. Read more

Market Commentary

Weekly Market Commentary January 22, 2018

 

Global stock markets kept climbing last week. The S&P 500 rose 0.9% and is now up 5.1% this year. Global stocks climbed even more as the MSCI ACWI rose 1.1%. The Bloomberg BarCap Aggregate Bond Index slid 0.4% last week and is down 0.9% this year. Concerns over higher rates pushed bonds lower.   As of this writing, the U.S. Senate was unable to muster enough Democratic votes to avoid a government shutdown. Whether or not it is resolved by publication, we are not overly concerned. Past government shutdowns have had little effect on the stock market, and we do not expect this one to be different. Read more

Market Commentary

Weekly Market Commentary January 16, 2018

Global stock markets continued their blazing 2018 pace. The S&P 500 climbed another 1.6% and is now up 4.2% for the year. Global stocks participated in the rally as the MSCI ACWI rose 1.2%. The Bloomberg BarCap Aggregate Bond Index slid 0.2% last week and is down 0.5% for the year. The risk-on approach by investors and greater optimism about the economy have pushed rates higher. Read more

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more

Market Commentary

Weekly Market Commentary January 8, 2018

Global stock markets are moving along at a torrid pace. After a strong fourth quarter, the S&P 500 soared 2.6% last week. Global stocks did slightly better as the MSCI ACWI rose 2.7%. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% last week. Read more

News

Financial Tips 2018: How to get ahead on taxes, savings and insurance

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Market Commentary

Weekly Market Commentary January 2, 2018

The S&P 500 completed the equivalent of bowling 300 by finishing all 12 months in positive territory, after accounting for dividends. U.S. stocks gave up some of their December gains last week as the S&P 500 fell 0.4%. The MSCI ACWI rose 0.4% on strong results from developed and emerging markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.5% last week, nearly making up for the previous week’s decline. Read more

Market Commentary

Weekly Market Commentary December 26, 2017

 

Stocks continued their winning ways last week. The S&P 500 rose 0.3% and is now up 1.4% for the month. The MSCI ACWI rose 1.1% as global stocks rallied. The Bloomberg BarCap Aggregate Bond Index dropped 0.6% on concerns that tax reform would push interest rates higher. Read more

Market Commentary

Weekly Market Commentary December 18, 2017

Stocks moved higher again this week. The S&P 500 rose 0.9% last week and is now up 1.1% for the month. The MSCI ACWI rose 0.6% as global stocks slightly lagged the U.S. stock market. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%. Read more

Blog

Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides significant permanent tax cuts for businesses, including reducing the corporate tax rate from 35% to 21%. Most individual taxpayers will also receive tax benefits, including lower marginal tax rates, and a reduction in the top tax rate for the wealthiest Americans from 39.6% down to 37%. However, all of the individual tax breaks will expire at the end of 2025 to comply with Senate rules. Read more