Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. We are already getting questions about whether it’s time to panic, with bearish narratives starting to come out of hibernation across socia …
Facts Vs Feelings Take 5 – How Worried Should We Be About Tariffs
In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the implications of tariffs and their market impact. Tune in as they discuss recent tariff-related announcements, including potent …
Why Should I Hire a Financial Advisor? 5 Benefits of Financial Advice
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
Market Commentary: Some Favorite Charts from 2024 and a New Congress Is Sworn In
Welcome to our first Weekly Market Commentary for 2025. We’ll kick off the year by looking back at a few of our favorite charts for 2024. Then, with the 119th Congress newly sworn in on Friday, January 3, we also take a look at some policy mistakes that could derail our largely bullish poli …
Facts Vs Feelings Take 5 – 5 Things To Think About in 2025
This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …
Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
