The Stock Market’s Reaction to Major Geopolitical Events Tends to Be Short-Lived The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause ne …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, SECURE Act 2.0, passed at the end of December, has been described as legislation that is designed to help the hard-working people of America to get their retirement savings back on track. Although it is unclear whether SECURE Act 2.0 will me …
Stocks sold off early in the week on disappointing retail sales and industrial production numbers, but they staged a nice bounce on Friday to close out the week. Although some recent data has been disappointing, inflation data continues to show fast improvement, with producer-level inflatio …
Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.
After one of the worst years ever for investors in 2022, we are quite happy to report that 2023 is off to a much better start. The S&P 500 is already up more than 4% for the year and flirting with the round number of 4,000. Optimism that the economy can avoid a recession (more …
By Debra Taylor, CPA/PFS, JD, CDFA™ Let’s take a brief backward glance at the S&P 500. The S&P 500’s performance in 2022 was its seventh worst since inception and the third worst since 2000. Looking forward, episodic volatlity, muted earnings growth, and a high cost of capital …
WomenCertified Inc., home of the Women’s Choice Award, identifies Financial Advisors based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, Debra Taylor, Founder, Wealth Advisor, Lead …
