Market Outlook 2025: Animal Spirits
Gain key insights on the markets for the upcoming year with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. Download Guide
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The Ingredients for an 11 for 11 Market
Published by Scott Kubie, Senior Investment Strategist | LinkedIn The S&P 500 is coming up on one of its longest streaks ever. November was the 11th straight month this year that the S&P 500, including dividends, has increased. We don’t know of any year where the index has increased …
The Benefits of Having a Family Index Number
Published by Mark Lookabill, Wealth Advisor | LinkedIn We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stre …
Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last
Published by Scott Ford, Member of the Investment Committee for Carson Group Partners Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted tha …
5 SMART Tips for Your Wealth and Wellness
Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a li …
Should You Pay Down Your Debt or Invest Your Money?
One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt.
My Favorite Financial Planning Tool
Published by Ron Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.
