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Market Commentary

Weekly Market Commentary November 13, 2017

Global stock markets edged slightly lower after reaching new highs earlier in the week. The S&P 500 and the MSCI ACWI both slipped 0.2%. Bonds fared worse, as the Bloomberg BarCap Aggregate Bond Index shed 0.4%. Even with the slight decline, the S&P 500 and the MSCI ACWI are positive for November.   Read more

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]   Read more

Market Commentary

Weekly Market Commentary November 6, 2017

October produced another positive month for many major stock market indices, and the first few days of November pushed some to new highs. The S&P 500 rose 0.3%, the MSCI ACWI rose 0.6%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.4%. The S&P 500 is now up more than 15% this year, and the MSCI ACWI has soared more than 18% since January.  Read more

Market Commentary

Weekly Market Commentary October 30, 2017

Another week, another record. The S&P 500 edged up 0.2% to post another new record. The MSCI ACWI dropped 0.1% as a strengthening dollar pushed the value of international stocks lower for U.S. investors. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

Market Commentary

Weekly Market Commentary October 23, 2017

Stocks continued their strong run last week. The S&P 500 gained an impressive 0.9%, and global stocks, represented by the MSCI ACWI, rose 0.3%. The Bloomberg BarCap US Aggregate Bond Index slipped -0.5%. The S&P 500 and the MSCI ACWI both hit new highs during the week. Read more

Videos

2017 4th Quarter Outlook Video

Your Carson Group Partners Investment Committee 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 October 16, 2017

Stocks moved higher last week, and many stock indices continued to hit new highs. The S&P 500 rose 0.2%. Global stocks did even better as the MSCI ACWI rose 0.9%. The Bloomberg BarCap US Aggregate Bond Index climbed 0.5%. Read more

Market Commentary

Weekly Market Commentary October 9, 2017

Stock markets rallied on solid economic data last week. The S&P 500 soared 1.2%, and the MSCI ACWI rose 0.3%. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.2% as rate pressures continued to increase. Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more