In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …
The Consumer Price Index (CPI) leapt 1.3% in June, following a 1.0% increase in May. The measure of inflation has risen 9.1% in the last year and reached its highest level since 1981 (Figure 1). Energy prices have been the top contributor in the last 12 months, responsible for 3.0% of the 9 …
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.
https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue A lot of people ask if they should be managing their own investments. Well, the answer is “maybe.” There are a few questions you should ask yourself before you venture into the world of investing. Our own Ryan Ovende …
Trillions of dollars will soon transfer from the Silent Generation and baby boomers to their adult children in what financial experts are calling “The Great Wealth Transfer.” Are you one of the people expecting an inheritance in this historic transfer of wealth? Have you thought about the i …
At Pinnacle Wealth, we are deeply passionate about philanthropy. It’s important to us that our clients practice giving, all while understanding the ‘why’ behind those dollars. Nik Aamlid CAP®, Wealth Advisor shares his compelling love of giving and the impact it’s had on his lif …
By Craig Lemoine, Director of Consumer Investment Research We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. I could say “Tammy, a CLU and ChFC®, revi …
