What a Month! At the start of the month investors were still battered from March and April volatility and uncertainty around trade and the economy. As we noted at the start of the month though, stocks were extremely oversold and any good news (which we expected) could spark a big rally. Sur …
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
Welcome to our first Weekly Market Commentary for 2025. We’ll kick off the year by looking back at a few of our favorite charts for 2024. Then, with the 119th Congress newly sworn in on Friday, January 3, we also take a look at some policy mistakes that could derail our largely bullish poli …
This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …
“Stocks take the escalator up, but the elevator down.” Old investing maxim
In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …
That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
