October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …
The S&P 500 fell for the second week in a row, but the losses were minor. Many of the formerly high-flying tech stocks sank hardest last week. The technology sector fell 3.0% on the week, but it is still up more than 33% for the year. Below the surface, however, energy stocks are roarin …
You’re downgraded! U.S. debt was downgraded last week by Fitch – from AAA to AA+. This is the second time this has happened in U.S. history. How does this impact investors? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese break down their tho …
Rating agency Fitch downgraded the U.S. government’s longer-term credit rating to AA+ from AAA. This was the second downgrade in the nation’s history. The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The agency cited “the expected …
We’ve seen some incredibly strong economic data over the past week! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they break down everything from the GDP to the stock market. Highlights include: · GDP grew well above expectations · …
By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …
After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. The S&P 500 is up close to 20% for …
