Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Facts Vs Feelings Take 5 – The Fed Cuts Big
The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …
Business Owner, Are You Really Ready?
Ask yourself this – who will you be, not what will you do. Life is full of changes. I still remember my high school English teacher saying, “The only thing constant in life is change itself.” Selling a business or transitioning it to the next generation is one of these many changes. So what …
Decentralizing an owner from the business: What is employee value and how can I build it?
The most valuable businesses are always transition ready. When working with closely held businesses, it is common that a business owner plays a central role in the overall functioning of a business. Some common examples that we see: The business owner is the main driver of sales and new cus …
Market Commentary: Stocks Rise Ahead of Big Fed Decision
Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …
Managing Your Wealth (and Sanity) in an Election Year
Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think. Our Managing Your Wealth (and Sanity) in an Election Year Webinar hosted by leading voices in the financial services space, …
Facts Vs Feelings Take 5 – Buckle Up, Volatility Could Be Coming
Seasonal market volatility is here. Historically, September is the worst month of the year for the stock market. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what investors can expect. Highlights include: Sept …
