Market Commentary: S&P 500 Makes New Highs Amid Solid Breadth Even as Job Growth Weakens
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
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Which tax-efficient giving strategy is right for me?
Watch Carson Group’s Senior Wealth Planner Ryan Yamada’s informational webinar that can help you discover which giving strategy you should pursue for tax efficiency.
3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Market Commentary: An Incredible Month for the Markets
Stocks ended another strong week, continuing the trend of buyers stepping up in October. Several years have seen October kill off bear markets, and 2022 may join that list. In fact, the only two years that started off worse for the S&P 500 than 2022 were 1974 and 2002, and both of those …
Being an Entrepreneur vs. Being an Investor
The transition from entrepreneur to investor can be a bumpy road, especially if you stumble over some common missteps. Learn what to watch out for and what steps you can take to become a more savvy investor.
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
Q4 2022: Quarterly Market Outlook
Wondering what Q4 might bring? Watch Carson Group’s Chief Market Strategist Ryan Detrick’s Quarterly Market Outlook webinar for Q4, now available for viewing on-demand.
