This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy p …
2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. Some investors worry the decline during the normally bullish end-of-year/early-new-year period may be sendi …
Over the past 4 years, varied, strong themes drove the markets. In 2020, it was all about the pandemic. The theme for 2021 was the resulting supply chain issue, which was a bane to consumers and companies alike. The year of 2022 was sky-high inflation. 2023 was about proving commentator …
Happy New Year! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they take a look back on what happened for investors in 2023 and look ahead to what could happen 2024. Highlights include: The S&P 500 gained more than 25% last ye …
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …
As a new year begins, it’s only natural to think about resolutions and ways to change your habits for the better. It’s a fresh start, a time to re-evaluate and set new goals. My hope is that I can give you a little motivation and encouragement to make 2024 even better than last year. I …
Top Charts of the Year What a year it has been! The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Just like everyone called it, right? As we look ahead to 2024, we want to share with you some of our tea …
