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Facts Vs Feelings Take 5 – Yes, Stocks Can Go Down

We’ve been spoiled for a while with market and economy wins, but now we’re seeing some volatility. How concerned should investors be? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Pullbacks are normal in bea …

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Market Commentary: Weak Seasonality Still in Play

The S&P 500 has pulled back almost 5% since July 31. This is not surprising considering historical data. Factoring in seasonality has worked well for investors over the last 18 months. We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with …

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire? This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like.

Mortgage Gimmicks Explained

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%. The run-up has cooled the housing market considerably.

Update Your Plans After Divorce

Watch our webinar, “Update Your Plans After Divorce” with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman, now available on-demand. 

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