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 …
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about when is the right time for a roth conversion.
A strong U.S. employment report was the top market event last week. Payrolls surged 943,000, and the prior two months were revised higher by 119,000 (Figure 1). Restaurants and bars continue to rehire workers as activity expands. The leisure and hospitality segment, which includes eating e …
Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and h …
When a problem is 14 or 15 years away, there’s not great urgency to fix it. But when that problem comes within a decade, that’s a different story. You’ve likely read that the Social Security trust fund is going to run out of money by 2034, but with the looming Trustees of the Social Securit …
Dear Friends, Equity markets have delivered excellent performance in the first eight months of this year as earnings and economic data continue to show signs of a strong recovery in the US. The S&P 500 followed up a solid Q1 performance of +7.47% with an even stronger Q2 performance of …
CURRENT STATE OF THE MARKET Weekly Market Commentary 08.2.2021 Market Commentary: Supply Chain Issues Negatively Affected GDP and Housing in Q2, June Published by The Carson Group, LLC Supply chain issues continued to constrain economic growth and housing. U.S. GDP grew 6.5% in the second q …
