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Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Aggregate Bond Index. We believe the odds of a recession remain low, with continued income growth, a recovery in rate …

Facts Vs Feelings Take 5 – Welcome to Our 2024 Outlook

Last year was full of surprises. Will the market and economy see much of the same in 2024? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they weigh in on what investors can expect. Highlights include:  The odds of a recession in 20 …

Annual Service Calendar

We are proud to announce our enhanced 2024 Annual Client Service Calendar! The calendar helps to create a structured and proactive approach to managing your wealth throughout the year. The annual client service calendar is your roadmap to financial success, detailing the planning areas we a …

Financial Fitness Announcement

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape. See attached for the f …

Market Commentary: Slow Start For Stocks Despite Solid Job Gains

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. Some investors worry the decline during the normally bullish end-of-year/early-new-year period may be sendi …

Facts Vs Feelings Take 5 – Welcome to 2024

Happy New Year! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they take a look back on what happened for investors in 2023 and look ahead to what could happen 2024. Highlights include:   The S&P 500 gained more than 25% last ye …

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