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 …
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
Are you healthy? Or are you anticipating some hefty medical bills coming up? Or do you want to save money in a tax-advantaged way for future medical expenses? If so, a health savings account (HSA) might be a good choice. An HSA is a tax-favored savings and investment account that’s used for …
Dear Friends, We expect that the strong economic recovery will continue into the coming year, furthering earnings growth and stock gains. The US stock market has seen explosive growth over the past ~16 months, with the S&P 500 returning approximately +92% since the March 2020 bottom. Wi …
Dear Friends, On August 16, the S&P 500 Index closed at 4480, 100% higher than the low on March 23, 2020. Hitting the 49th new high of the year, with full valuations and decelerating growth, many investors are asking “where do we go from here?” According to Goldman Sachs, the answer is …
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 08.30.2021 Fed Chair Signals Reduction in Bond-Buying Program; S&P 500 Reaches Another All-Time High Published by The Carson Group, LLC Federal Reserve Chair Jerome Powell joined the chorus of Fed officials signaling the U.S. c …
Weekly Market Commentary 08.16.2021 Market Commentary: Inflation Surge Loses Steam, Job Openings Continue to Increase Published by The Carson Group, LLC Core inflation moderated significantly last month, rising only 0.3% after jumping 0.9% in June. Used vehicle prices, which rose 10.2% in J …
