Resources

Social Security Taxation Worksheet

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 how much of your benefit could be taxed. Inform yourself, and plan accordingly. Fill out the form below to download the worksheet:

Download the checklist today to get started.

Market Commentary

Market Commentary: Supply Chain Issues Negatively Affected GDP and Housing in Q2, June

Supply chain issues continued to constrain economic growth and housing. U.S. GDP grew 6.5% in the second quarter, falling 2.0% short of expectations. Strong consumer demand created a surge in purchases. Production didn’t match demand, and the corresponding drop in inventories robbed more than 1% of GDP growth. Housing demand slowed as well last month. Shortages of appliances along with higher interest rates and prices are pressuring demand for housing.

Blog

5 Risk Factors to Watch in the Third Quarter of 2021

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

Market Commentary

Market Commentary: Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims and Stocks

The more contagious Delta variant has contributed to a 172% increase in U.S. COVID-19 cases over the last two weeks. The spike is raising concerns some social distancing measures may be reenacted. Initial jobless claims are increasing. Last week claims jumped above 400,000 after staying below that threshold for several weeks.

Videos

Quarterly Market Outlook: Q3 2021

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar

Videos

Quarterly Market Outlook Highlights: Q3 2021

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Market Commentary

Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound

Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in used vehicle prices.

Blog

What to Consider if You Receive the Monthly Child Tax Credit Payments

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.

Market Commentary

Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed

The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustained economic recovery.

Videos

How to Build a Succession Plan for Your Business

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business. Click Here to Watch the Webinar

Insights