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Market Commentary: Is “Sell in May” Still Relevant?

Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …

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Market Commentary: U.S. Debt Downgrade Should Have Minimal Impact

Rating agency Fitch downgraded the U.S. government’s longer-term credit rating to AA+ from AAA. This was the second downgrade in the nation’s history. The first came in August 2011 from S&P Global Ratings after a government standoff over the debt ceiling. The agency cited “the expected …

Facts Vs Feelings Take 5 – Just Like Everyone Expected

We’ve seen some incredibly strong economic data over the past week! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they break down everything from the GDP to the stock market. Highlights include: · GDP grew well above expectations · …

Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning. Download G …

Blended Family Finances: What to Consider When Getting Remarried

By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Blended families, composed of couples who bring children from previous relationships together, have become increasingly common in today’s society. While blending families brings joy and new opportunities, it also can create comple …

Market Commentary: Stocks and the Economy Show Continued Strength

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. The S&P 500 is up close to 20% for …

Exit Strategies for Business Owners

Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand. 

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