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February Monthly Newsletter: Choosing the Right Trustee

Monthly Newsletters

February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly.

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Weekly Market Commentary January 29, 2018

Market Commentary

Weekly Market Commentary January 29, 2018

Global stock markets kept charging higher last week. The S&P 500 soared 2.2% and is now up 7.5% for the year. Global stocks climbed as the MSCI ACWI rose 2.1%. The Bloomberg BarCap Aggregate Bond Index slid a negligible amount last week and is down 0.9% for the year. The U.S. Department of Commerce announced GDP rose 2.6% in the fourth quarter.

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Seven Sins of Divorce

Blog

Seven Sins of Divorce

Published by Mark Petersen Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce.

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Weekly Market Commentary January 22, 2018

Market Commentary

Weekly Market Commentary January 22, 2018

Global stock markets kept climbing last week. The S&P 500 rose 0.9% and is now up 5.1% this year. Global stocks climbed even more as the MSCI ACWI rose 1.1%. The Bloomberg BarCap Aggregate Bond Index slid 0.4% last week and is down 0.9% this year. Concerns over higher rates pushed bonds lower.   As of this writing, the U.S. Senate was unable to muster enough Democratic votes to avoid a government shutdown. Whether or not it is resolved by publication, we are not overly concerned. Past government shutdowns have had little effect on the stock market, and we do not...read the full article

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2018 1st Quarter Outlook Video

Videos

2018 1st Quarter Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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January Monthly Newsletter: Holiday Spending

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer.

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Weekly Market Commentary January 8, 2018

Market Commentary

Weekly Market Commentary January 8, 2018

Global stock markets are moving along at a torrid pace. After a strong fourth quarter, the S&P 500 soared 2.6% last week. Global stocks did slightly better as the MSCI ACWI rose 2.7%. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% last week.

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Weekly Market Commentary January 2, 2018

Market Commentary

Weekly Market Commentary January 2, 2018

The S&P 500 completed the equivalent of bowling 300 by finishing all 12 months in positive territory, after accounting for dividends. U.S. stocks gave up some of their December gains last week as the S&P 500 fell 0.4%. The MSCI ACWI rose 0.4% on strong results from developed and emerging markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.5% last week, nearly making up for the previous week’s decline.

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Weekly Market Commentary November 20, 2017

Market Commentary

Weekly Market Commentary November 20, 2017

Global stocks retreated marginally for the second week in a row. The S&P 500 fell 0.1%, and the MSCI ACWI slipped 0.2%. Bonds rose as the Bloomberg BarCap Aggregate Bond Index shed 0.2%. Markets were disrupted by news from manufacturing giant GE that it plans to restructure its business.

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Weekly Market Commentary November 13, 2017

Market Commentary

Weekly Market Commentary November 13, 2017

Global stock markets edged slightly lower after reaching new highs earlier in the week. The S&P 500 and the MSCI ACWI both slipped 0.2%. Bonds fared worse, as the Bloomberg BarCap Aggregate Bond Index shed 0.4%. Even with the slight decline, the S&P 500 and the MSCI ACWI are positive for November.  

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