Insights

Filter by:

Videos

2017 4th Quarter Outlook Video

Your Carson Group Partners Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Market Commentary

Weekly Market Commentary October 16, 2017

Stocks moved higher last week, and many stock indices continued to hit new highs. The S&P 500 rose 0.2%. Global stocks did even better as the MSCI ACWI rose 0.9%. The Bloomberg BarCap US Aggregate Bond Index climbed 0.5%. Read more

Market Commentary

Weekly Market Commentary October 9, 2017

Stock markets rallied on solid economic data last week. The S&P 500 soared 1.2%, and the MSCI ACWI rose 0.3%. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.2% as rate pressures continued to increase. Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more

Market Commentary

Weekly Market Commentary October 2, 2017

U.S. markets reacted positively to the Trump administration tax proposal. For the week, the S&P 500 climbed 0.7% higher. The MSCI ACWI was basically unchanged. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Medicare 101: What You Need to Know

Published by Ben Goethel 

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more

Market Commentary

Weekly Market Commentary September 25, 2017

Markets barely moved in response to the much-anticipated announcement that the Fed would begin reducing its balance sheet. For the week, the S&P 500 inched 0.1% higher. Read more

Blog

How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Let’s say you choose to not have a financial plan. How does this decision impact the confidence you want/need for your future? Read more