Videos

Quarterly Market Outlook: Q3 2021

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook Highlights: Q3 2021

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Market Commentary

Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound

Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in used vehicle prices.

Blog

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.

Videos

How to Build a Succession Plan for Your Business

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business. Click Here to Watch the Webinar

Market Commentary

Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed

The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustained economic recovery.

Resources

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 form below to download the checklist:

Download the checklist today to get started.

Market Commentary

Market Commentary: Restaurants, Hotels Lead Jump in Hiring; Stock Market Continues Surge

U.S. payrolls jumped 850,000 in June after two months of mediocre hiring (Figure 1). With these gains, the private sector has now reinstated 73% of the jobs lost during the pandemic. Restaurants and hotels led the hiring, as the leisure and hospitality industry added 343,000 new positions.

Monthly Newsletters

3 Succession Planning Strategies for Business Owners Who Want to Protect Their Legacy

If you’re a business owner, you have far more than money invested in your work. You may be the first to open the door in the morning and walk in on a floor that you’ve mopped yourself.

Videos

Leveraging the Right Life Insurance for Your Situation

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Vice President of Insurance, Matt Lewis, to learn more about leveraging the right life insurance for your situation. Click Here to Watch the Webinar

Insights