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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3 Methods to Help Avoid Running Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime. Download Guide
Market Commentary: The Summer Rally Continues Amid Strong Job Gains
The Summer Rally Continues Another week and more new highs for the S&P 500. As we’ve noted before, summer rallies are actually quite normal in an election year and we didn’t think this year would be any different. In fact, the three summer months are up more than seven percent on averag …
Facts Vs Feelings Take 5 – Why We’re Not Worried About a Slowdown
New GDP and consumption data are showing some cracks in the economy. Should investors be worried? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: GDP growth was 1.3% Income growth has been slowing …
The Roth IRA Conversion: Why & How to Use This Strategy in Your Retirement Planning
Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …
Market Commentary: Why We Don’t Expect a June Swoon
Looking Ahead to June “It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime”
2024 Financial Trends & Insights with Dr. Chan (S2, E1)
Welcome to season two of Legacy Lessons with JaQ Campbell and Dr. Anthony Chan! In this first episode, we are thrilled to bring you a wealth of knowledge on financial literacy, long-term investing, and economic trends with Dr. Chan, a partnership development consultant and former chief econ …
