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.
Webinars
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Getting the Most Out of Your College Savings Plan
Carson’s Senior Wealth Planner Beth Schanou and Managing Partner of Wealth Solutions Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar
Market Commentary: Jobs Market Shatters Expectations, Housing Prices on the Rise
The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,000 increase. Workers being recalled or hired to fill openings at restaurants and bars contributed 176,000 jobs to March’s gains. Previous months were revised hig …
How a 529 Plan Can Help You Save for College and Invest in the Future
Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.
Greenwood Project
Since its inception in 2016, Greenwood Project has exposed high achieving students from Chicago’s south and west sides to career opportunities within the financial industry.
Investment Education Series 2020
The sisters of the AKA sorority are very intentional about their mission to make a global impact and build an economic legacy, through financial education. When they reached out to us to support their mission, we were thrilled to be able to lend our expertise, to provide investment educati …
Checklist: Financial Milestones for College Planning
The days of getting a summer job to put yourself through college are long gone. An education costs more than ever – but it still pays to have one. Our downloadable guide acts as a checklist that explains how you can help them prepare for this passage into adulthood. We’ll look at financial …
