The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …
The Federal Reserve announced last week it would reduce its bond purchases faster than expected and signaled it intended to raise interest rates up to three times next year. The purchases were being reduced by $15 billion per month and will now accelerate to $30 billion per month, and the p …
Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can he …
By Kevin Engbers It’s among the most popular resolutions that Americans face — especially this time of year. In November of 2020, Statista surveyed 542 U.S. adults and found that 30% listed “live more economically” on their list of Top New Year’s Resolutions for 2021. It ranked 5th on the l …
Consumer prices continued their rapid climb in the U.S. The Consumer Price Index surged 0.8% in November and is now 6.8% higher than one year ago. Big increases in food and energy prices accounted for nearly half the gains in the monthly and annual numbers. Core inflation, which excludes th …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Kevin Oleszewski, as they cover 10 tips for end of year tax planning.
You may not know about these six [6] unique giving strategies. That’s why our team considers them overlooked! As we all know, 2021 has been a volatile year for everyone. Major tax legislations are potentially on the horizon, real estate prices are sky high, and concerns of inflation are gro …
