Midyear Outlook: Q3 Update

As the move back to “normal” continues, we realize that things are trending in the right direction. But what will Q3 bring?   Hear from two prominent voices within the financial services industry in our on-demand webinar with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Globa …

Market Commentary: The Bulls Are Still in Charge

After consolidating some during the earlier part of July, stocks moved higher once again last week, with many stocks hitting new 52-week highs along the way. We are quite impressed to see cyclical areas like energy, industrials, and financials performing so well since early June. We heard t …

Mid-Year Outlook ’23 Highlights

Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.

Market Commentary: Stocks Take a Breather

After a huge run-up in June, stocks have consolidated in July, which is perfectly normal. We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. Two data points indicate continued strength. The S&P 500 has not broken the Aug …

Business Succession Planning Checklist

The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …

Market Commentary: The Summer Rally Has Legs

Six months ago, most financial experts were talking about an imminent recession and the likelihood of stocks breaking the October lows. But instead, stocks had one of their best six-month starts and the economy shows no signs of slowing.

Market Commentary: Stocks Can Go Lower, But We Expect Them to Rebound

It was bound to happen. Stocks finally lost ground last week, as the S&P 500 ended a five-week win streak and the NASDAQ fell for the first time in eight weeks. It is important to note that late June historically isn’t strong for stocks, and this weakness is not overly concerning after …

Market Commentary: Huge Stock Market Rally Continues as Headwinds Ease

The economy continues to surprise to the upside, inflation is coming back to earth, and the Federal Reserve is likely done hiking rates. All these positive drivers have combined to allow stocks to soar this year, with the S&P 500 up more than 15% so far.

Your Retirement Income Plan

Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand. 

Market Commentary: A New Bull Market is Here

The market’s impressive run off the October lows continued last week. The S&P 500 officially closed up more than 20% from its low set on Oct. 12. In the face of continued skepticism, stocks have progressively moved higher. Now with stocks up 20%, they have officially entered a new bull …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us