Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
U.S. retail sales surprised economists, rising 1.7% in October (Figure 1). Rising prices contributed 1% to the growth, and increased purchases generated the remaining 0.7%. Both the top-line and after-inflation rates were higher than pre-pandemic levels. Supply chain risks may have prompted …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.
Debra Taylor was named a Five Star award winner for 2022 in November 2021. By earning this honor, Debra has shown an outstanding commitment to clients. As such, it is an honor to announce that Debra Taylor, CPA/PFS, JD, CDFA, Lead Wealth Advisor has earned the 2022 Five Star Wealth Manager …
An inflation surprise created a challenge for investors. The Consumer Price Index rose 0.9% last month. The monthly increase was the largest reached in 2021, and the yearly increase of 6.2% was the largest since 1990, when the Gulf War contributed to a surge in oil prices (Figure 1).
After a couple weak monthly reports, U.S. employment roared back in October. The U.S. created 531,000 new jobs, beating expectations for 412,500. August and September were both revised higher by more than 100,000 jobs. Private payroll increased 604,000 while government payrolls shrank 73,00 …
Philanthropist and oil tycoon John D. Rockefeller famously said: “Think of giving not only as a duty, but a privilege.” If you are of the same charitable mindset as John Rockefeller, you might consider a donor-advised fund (DAF). A donor-advised fund (DAF) is a tool to which you make an irr …
