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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

News

Jim Quigley Wins Invest in Others Global Impact Award | Chicago Financial Advisor Earns National Recognition for Hope’s In

Newton, MA – October 9, 2018 – Jim Quigley, Founder and CEO of Barrington Wealth Management in Chicago, Ill. won the 2018 Invest in Others Global Impact Award, one of seven awards presented on September 27 at the 12th annual Invest in Others Awards Gala in Boston. Read more

News

Be inspired by incredible advisers and firms’ charitable efforts

Advisers, firms win for leadership at the 12th annual Invest in Others Awards

Sep 27, 2018 @ 10:00 pm

By Sarah Min 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

Videos

Global Impact Award

Jim Quigley has been selected as the winner for the Invest in Others Global Impact Award for his charitable work with Hope’s In. Invest in Others is a 501(c)(3) nonprofit dedicated to supporting and empowering financial advisors who give back to their communities. Awards were presented on September 27th in Boston, MA. 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

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