Market Commentary: Late February Bumps are Normal

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. The shift comes on the heels of the index being higher 14 out of 15 weeks while gaining more than 20% over that period for the first time in history. In other words, a pause …

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Market Commentary: Fundamentals May Be Aligned for Solid Stock Gains in 2024

After the best week of the year for stocks two weeks ago, it was nice to see some follow-through last week. We think the stage is set for a strong end-of-year rally and the late-October lows won’t be violated. November and December are historically two of the strongest months. And even more …

Facts Vs Feelings Take 5 – Why Stocks Just Bottomed

We just had one of the best weekly rallies we’ve seen in years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why we might be in for a major rally. Here are a few highlights:   The Fed decided to keep rates steady and is likely don …

Market Commentary: The Best Week of the Year and the Best Month of the Year

Last week, we discussed how stocks moved into a 10% correction after falling the previous three months. We also noted that this was normal, as 22 of the past 44 years saw a 10% correction, with many of those years still finishing much higher. Although many were worried, the economy remained …

Facts Vs Feelings Take 5 – Stocks in a Correction

The S&P 500 is down 10%, which officially puts stocks in a correction. Dig into what this means for investors with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: 22 out of the 44 last years have had a correction Nov …

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Medicare Time – Now What? Things to Know as You Start Out

By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …

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