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Market Commentary

Weekly Market Commentary October 23, 2017

Stocks continued their strong run last week. The S&P 500 gained an impressive 0.9%, and global stocks, represented by the MSCI ACWI, rose 0.3%. The Bloomberg BarCap US Aggregate Bond Index slipped -0.5%. The S&P 500 and the MSCI ACWI both hit new highs during the week. Read more

Videos

2017 4th Quarter Outlook Video

Your Carson Group Partners Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Market Commentary

Weekly Market Commentary October 16, 2017

Stocks moved higher last week, and many stock indices continued to hit new highs. The S&P 500 rose 0.2%. Global stocks did even better as the MSCI ACWI rose 0.9%. The Bloomberg BarCap US Aggregate Bond Index climbed 0.5%. Read more

Blog

Everything You Need To Know About Withdrawing Money From Your IRA and 401(k) in Retirement

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Chances are you have a 401(k) or an IRA and are making regular contributions to bulk up your retirement savings. A recent Fidelity study tells us that 401(k) saving rates have hit a record high of 12.9%, and the average account balance has shot up from $74,900 five years ago to $95,500 today.1 Read more

Market Commentary

Weekly Market Commentary October 9, 2017

Stock markets rallied on solid economic data last week. The S&P 500 soared 1.2%, and the MSCI ACWI rose 0.3%. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.2% as rate pressures continued to increase. Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more

Market Commentary

Weekly Market Commentary October 2, 2017

U.S. markets reacted positively to the Trump administration tax proposal. For the week, the S&P 500 climbed 0.7% higher. The MSCI ACWI was basically unchanged. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

Market Commentary

Weekly Market Commentary September 25, 2017

Markets barely moved in response to the much-anticipated announcement that the Fed would begin reducing its balance sheet. For the week, the S&P 500 inched 0.1% higher. Read more

Blog

Are You Leaving Money On the Table? 9 Common Social Security Assumptions That Could Cost You a Small Fortune

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

You’ve been contributing to Social Security your whole life, right back to that first official paycheck. Between you and your employers, you’ve doled out 12.4% of your annual income. Read more