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Market Commentary

Weekly Market Commentary April 16, 2018

Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

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Videos

2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Blog

Financial Literacy Month and the Society For Financial Awareness

By Scott Ford, CEO, Founder & Wealth Advisor

Financial Literacy Month and the deadline to pay your taxes occupy the same place on the calendar. This irony begs the question: if you are receiving a tax refund, how will you spend it? Are you going to put it into a retirement account, save for your child’s education, or spend it on some new toys? Oftentimes, our decisions are influenced by our level of financial literacy. The more we understand foundational financial principles, the more our perspective and choices change. This is why it is essential to take the steps to become financially literate. Read more

Blog

The Widow’s Financial Planning Guide

By Scott Ford, CEO, Founder & Wealth Advisor

Did you know that widows are one of the fastest growing demographics in the United States, with over 11 million and growing?1 Losing a spouse is one of the hardest things to walk through. On top of all of the emotional burdens that a death can bring, it can also mean major financial changes as well. Widows have unique financial considerations that often get lost in the grief and adjustment to a new way of life. If you are a widow and don’t know where to start when it comes to planning for your financial future, here are some principles that will guide you on your journey Read more

Monthly Newsletters

April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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Market Commentary

Weekly Market Commentary April 9, 2018

Continued concerns over the risk of a trade war pushed markets lower, and a slowing economy pushed stocks lower. The S&P 500 fell 1.4% last week. The global MSCI ACWI dropped 0.7%, and the Bloomberg BarCap Aggregate Bond Index dipped 0.1%.

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Market Commentary

Weekly Market Commentary April 2, 2018

Markets reversed the prior week’s selloff to end the quarter on a positive note. The S&P 500 rose 2.1% last week. The global MSCI ACWI climbed 1.3%, and the Bloomberg BarCap Aggregate Bond Index gained 0.5%. In spite of the positive week, all three indices finished lower in the first quarter. The S&P 500 eased 1.2% lower. The MSCI ACWI dropped 1.4%, and the Aggregate Bond Index fell 1.5%.

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Blog

Your 2018 Social Security Benefit Guide

By Scott Ford, CEO, Founder & Wealth Advisor

Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to cover 96% of workers in the US.1 In 2017, the Social Security Administration paid out $955 billion in benefits, the majority of which went to retired workers.2 Read more

Blog

How Will Business Owners Benefit From the New Tax Plan?

By Scott Ford, CEO, Founder & Wealth Advisor

The tax reform bill that went into effect on January 1, 2018, has received a lot of attention lately. Understandably, everyone wants to know how it will affect them and whether or not it will benefit their bottom line. And with the significant impact tax reform can have on business owners, many of them are wondering what they will need to do to benefit from the new tax bill. Here’s what business owners need to know: Read more

Monthly Newsletters

Wealth From Wisdom News: April 2018

“Find Balance With a Long-Term Mindset” | “The Message Behind Kindness Rocks” | “Do You Need to Establish a Trust?” | “Stop Overpaying Taxes in Retirement” | “Pasta With Turkey and Broccoli” | “3 Places to View Natural Wonders” Read more