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News

Debra Taylor Featured in Advisor Magazine – July 17th, 2020

Financial advisors who have long relied on regular client communications to drive their businesses are stepping up their game to proactively reach out to customers during these uncertain times. Largely unable to meet with consumers face-to-face, firms are making more frequent use of the telephone, social media, Zoom seminars, and special events to stay in close contact with their customers.

Market Commentary

Market Commentary: GDP Substantially Lower than Last Year, S&P Rallies in July

U.S. GDP fell 32.9% last quarter on an annualized basis. It wasn’t as bad as it looks. Annualizing the data magnifies the decline by assuming the trend will continue for a full year. A better assessment can be gained by comparing GDP to the same quarter last year.

Videos

Q3 Market Outlook Webinar

Scott Kubie, Senior Investment Strategist at Carson Group, put together our Quarterly Market Outlook for the third quarter with multiple factors in mind. Click Here to Watch the Webinar

Blog

The Week Ahead: July 27, 2020: Are You Aware Of The Pending Coronavirus Relief Bill? Find Out The Timeline For A Vaccine for COVID-19…all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates July 27, 2020 Wall Street Journal Live: “Slow Food Fast” Cooking Class With Michael Tusk! WSJ+ Live brings “Slow Food Fast” right to your kitchen for a masterclass in preparing gourmet food at home. Join award-winning chef Michael Tusk,

Market Commentary

Market Commentary: S&P 500 Earnings are Strong, but Initial Unemployment Claims Increase

The increased number of COVID-19 cases appears to be pressuring employment in the U.S. Last week, the number of initial unemployment claims rose from 1.3 million to 1.4 million. (See Figure 1.) After slowly declining for weeks, the uptick shows signs of a weakening job market.

Videos

Quarterly Market Outlook: Q3 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Blog

What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

Market Commentary

Market Commentary: S&P 500 Positive for the Year as Retail Sales Rise

Evidence for a sharp, although possibly brief, economic recovery continues to mount. As shown in Figure 1, retail sales rebounded another 7.5% in June and are now 1.1% higher than a year ago. Signs of economic reopening showed up throughout the data released last week.

Videos

Planning for Retirement: Medicare, Medicaid and Long-Term Care

Jamie Hopkins, Director of Retirement Research with our partners at Carson Group, put together an on-demand webinar to help you start thinking about these foundational pieces of retirement. Click Here to Watch the Webinar

Market Commentary

Market Commentary: S&P Climbs Despite Surge in COVID-19 Cases

Stocks continued to climb in the face of an increasing number of new COVID-19 cases and evidence the surge is stifling the economy’s ability to recover. Initial unemployment claims dipped to 1.3 million, but they have remained above 1 million for 16 consecutive weeks.

Insights