Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …
Published by Brett Carson, Director of Research, and the Carson Group Partners Investment Committee Diversification is a cornerstone of portfolio risk management. In short, investors should spread capital among various assets to attempt to reduce volatility and avoid being wiped out by one …
WARNING: Earnings Season is Here! We are entering the first peak week of earnings season, with about 20% of the S&P 500 reporting third quarter 2016 earnings this week. We expect this week’s results and guidance to go a long way toward determining the stock market’s near t …
Published by Michele Schreck | Connect with Michele on LinkedIn Around the office at Carson Wealth, you may often hear Ron Carson describe True Wealth as “all the things that money can’t buy and death can’t take away.”
I recently attended the Fall Excell Conference in Omaha put on by Carson Group, a community of advisors seeking coaching and content, and heard many excellent speakers. One speaker in particular discussed how our behavior can be evidence of our priorities and the value we will provide others.
A couple of weeks ago, we talked about how the rich are getting richer in America and how the millionaire population continues to grow. This week, we want to drill down on the characteristics of the “millionaire next door.” Because, the fact is, millionaires are more common th …
Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software. We believe – along with many others – that identifyi …
