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Market Commentary

Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Market Commentary

Weekly Market Commentary November 5, 2018

After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

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Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Market Commentary

Weekly Market Commentary October 29, 2018

The S&P 500 briefly declined more than 10% from its high, set on September 21, 2018, before rallying slightly. The “correction” has come during a period of economic strength and healthy profit margins. A number of other major indexes are now in a “correction,” as they have declined more than 10%. Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Blog

Good Reasons to be a Control Freak

“To try may be to die, but not to care is never to be born.” –William Redfield

In 2008, the institutions that were the foundation of the U.S. economy dissolved as if they were built on sand.  Most of us probably couldn’t describe exactly what all of these companies did, but we recognized them from their Manhattan skyscrapers, billboards, and TV ads.

In a downward spiral that seemed to have no bottom, we heard and read that companies like AIG, Merrill Lynch, Countrywide, Lehman Brothers, and Bear Stearns were on the brink of collapse.  When Lehman Brothers filed for bankruptcy, we learned that it was the largest bankruptcy filing in U.S. history.  We read that Countrywide, the company to which millions of us mailed our mortgage payments every month, was failing quickly.  (We now know that it was acquired by Bank of America).

We expressed outrage when AIG, at one point the world’s largest insurer, received federal bailout money and two weeks later rewarded a select group of employees with lavish bonuses totaling $443,344.  The corporate compensation proved to be a major public relations gaffe and fed into public perceptions of corporate excess. Read more

Market Commentary

Weekly Market Commentary October 22, 2018

U.S. stocks increased last week by the thinnest of margins. The S&P 500 rose, but the result rounded to 0%. The MSCI ACWI slid a mere 0.1%. The bond market continued to slump as the Bloomberg BarCap Aggregate Bond Index dropped 0.4%.

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Videos

Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Market Commentary

Weekly Market Commentary October 15, 2018

After months without a 1% move in either direction, the S&P 500 experienced three on consecutive days to end the week. Unfortunately, the large moves down on Wednesday and Thursday dwarfed Friday’s rally. Read more

Market Commentary

Weekly Market Commentary October 8, 2018

The fourth quarter seems to be off to a more volatile start after a calm third quarter. Read more