Market Commentary: S&P 500 Has Another Strong Month, but Watch Out for October Jitters

The Bull Market Continues Stocks had a rough start to September, but the bull market continued and it is looking like the S&P 500 will be higher this year in the usually weak month of September. (The S&P 500 was up 1.7% on a total return basis as of Friday, September 27, with one tr …

Facts Vs Feelings Take 5 – Will There Be an October Surprise?

October is typically the most volatile month of the year. Will this year be the same? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights for investors. Highlights include:   The stock markets are up to record highs, driven …

Market Commentary: S&P 500 Makes New All-Time High as Fed Goes Big

Stocks Like Rate Cuts The big story this week was the Fed cutting interest rates for the first time since March 2020. We will get into all of the ramifications of the Fed’s decision below, but to kick off this week’s market commentary we will discuss why rate cuts can indeed be a bullish de …

Facts Vs Feelings Take 5 – The Fed Cuts Big

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …

Market Commentary: Stocks Rise Ahead of Big Fed Decision

Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …

Managing Your Wealth (and Sanity) in an Election Year

Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think.   Our Managing Your Wealth (and Sanity) in an Election Year Webinar hosted by leading voices in the financial services space, …

Facts Vs Feelings Take 5 – Buckle Up, Volatility Could Be Coming

Seasonal market volatility is here. Historically, September is the worst month of the year for the stock market. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what investors can expect. Highlights include:   Sept …

When Should I Sign Up for Medicare

Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …

Market Commentary: Slow Start to Historically Worst Month of the Year

The Worst Month of the Year  We noted last week that September was historically a rough one for stocks and after one week, that is playing out, as stocks just had their worst week since the Regional Bank crisis in March 2023. But let’s look at the bigger picture before we dive into the minu …

Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch

Up Four Months in a Row, But Here Comes September What a month it was for investors. We started off the month with some huge down days over worries centered around the yen carry trade unraveling and a slowing U.S. economy, only to get past those worries almost as quickly and see stocks move …

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