Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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Market Commentary: The Bulls Are Still in Charge
After consolidating some during the earlier part of July, stocks moved higher once again last week, with many stocks hitting new 52-week highs along the way. We are quite impressed to see cyclical areas like energy, industrials, and financials performing so well since early June. We heard t …
Mid-Year Outlook ’23 Highlights
Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.
Question Of The Quarter: Are we optimistic about the market?
Alana Macy CFP®️️️, MBA Wealth Advisor We’ve been on a wild ride the last 3 years, with increased market volatility, a global pandemic, a housing boom, political turmoil and rising inflation. If you didn’t know, we have actually been out of a bear market for 8 months now. The market bottome …
How to Recognize & Prevent Identity Theft
Alana Macy CFP®️️, MBA Wealth Advisor Identity theft is the fastest growing crime in the United States and, on average, there are 7 million identity theft incidents per year. If you are over age 65, you are most at risk of having your identity stolen. The world is changing, thieves are gett …
Market Commentary: Stocks Take a Breather
After a huge run-up in June, stocks have consolidated in July, which is perfectly normal. We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. Two data points indicate continued strength. The S&P 500 has not broken the Aug …
5 Common Business Exit Planning Mistakes (and How to Avoid Them)
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
