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There’s Still Time to Contribute to Your IRA for 2023!

Even though tax filing season is well underway, there’s still time to make a regular IRA contribution for 2023. You have until your tax return due date (not including extensions) to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on or before December 31, 2023). F …

Timing of Consolidated Form 1099s for Tax Year 2023 TD Ameritrade & Chares Schwab

We would like to keep you informed as to the estimated availability dates for the tax year 2023 tax forms. Timing of Available Tax Documentation for Charles Schwab Accounts Given the information below, we recommend you provide 1099s to your accountants no earlier than the 1st Correction Cyc …

Market Commentary: January Gains, Jobs Report Both Bullish for Markets

As Goes January, So Goes the Year “There is nothing new in the world except the history you do not know.” — Harry S. Truman The S&P 500 Index gained 1.7% in January (total return) after a slow start to the year. S&P 500 gains in January have historically signaled above-average retur …

Facts Vs Feelings Take 5 – Are Things Too Good to Be True??

Stocks are high. The economy is strong. There’s even talk of lower Fed rates. Is there anything investors should be worried about? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese answer these questions and more:  Are stocks up too high?  Wha …

Market Commentary: Good News Is Good News

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. This was due to the overriding worry that better data meant the Federal Reserve would hike rates and weak data meant it might cut. That wasn’t normal market behavior, and we …

Facts Vs Feelings Take 5 – Stocks At All-Time Highs, Now What?

It took more than two years, but the S&P 500 hit another all-time high last week. With stocks up significantly, many investors are asking whether or not to worry. Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese for their insights. H …

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