Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning

Watch our on-demand webinar, “Why You Need a Plan: Strategies for Medicare and Long-Term Care Planning” featuring Carson Group’s Vice President, Insurance Matt Lewis and Manager & Senior Wealth Planner Tom Fridrich. 

Facts Vs Feelings Take 5 – Why the Fed is Done

The Federal Reserve has been extremely aggressive with rate hikes over the last year. We think they’re finally done raising interest rates. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why and what it could mean for you.   Here ar …

Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024

After the best week of the year for stocks two weeks ago, it was nice to see some follow-through last week. We think the stage is set for a strong end-of-year rally and the late-October lows won’t be violated. November and December are historically two of the strongest months. And even more …

Facts Vs Feelings Take 5 – Why Stocks Just Bottomed

We just had one of the best weekly rallies we’ve seen in years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why we might be in for a major rally. Here are a few highlights:   The Fed decided to keep rates steady and is likely don …

Market Commentary: The Best Week of the Year and the Best Month of the Year

Last week, we discussed how stocks moved into a 10% correction after falling the previous three months. We also noted that this was normal, as 22 of the past 44 years saw a 10% correction, with many of those years still finishing much higher. Although many were worried, the economy remained …

Facts Vs Feelings Take 5 – Stocks in a Correction

The S&P 500 is down 10%, which officially puts stocks in a correction. Dig into what this means for investors with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: 22 out of the 44 last years have had a correction Nov …

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Market Commentary: How Bad Is It?

Stocks fell again last week, even as yields paused and overall earnings were solid. As of Thursday, the S&P 500 is down nearly 10% from its late-July peak. A decline of 10% or more would be classified as a correction. It’s important to know that 10% corrections occur most years. Since 1 …

Facts Vs Feelings Take 5 – Why Things Aren’t That Bad

The headlines over the last few years have been very, very negative when it comes to the stock market and overall U.S. economy. Based on the National Bureau of Economic Research’s (NBER) recession criteria, we aren’t close to having one. Join Carson Group’s Chief Market Strategist Ryan Detr …

Market Commentary: Another October Low Forming?

A late week sell-off saw stocks barely break their early October lows, with the S&P 500 now down 7.9% from the late-July peak. Although the weakness the past few months hasn’t been fun for investors, it is important to note that stocks are still up more than 10% for the year and a fourt …

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