Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We …
There are many things to consider when thinking about retirement. First and foremost, it’s important to choose the right kind of retirement accounts and plan how best to fund your lifestyle after you stop working. Typically, investors have three common types of retirement accounts to choose …
DON’T FEAR A STRONG START TO THE YEAR It’s April 1, and the first quarter of 2024 is in the books. On the heels of more than 25% in total return for 2023, the S&P 500 returned more than 10% in the first quarter. The logical question is: How much is too much? Looking at …
We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include: The U.S. …
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …
“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they …
