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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Not an Old Bull Market We’ve noted week after week this year why we thought stocks would likely rally and fortunately that’s what we’ve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, …

2025 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

Facts Vs Feelings Take 5 – Why This Year Will End Strong

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss why 2024’s strong market performance may continue. Key points include: Market momentum Seasonal trends Potential Federal Reserve rate cut …

How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society for many. It can provide us the opportunity to support causes we believe in and make a positive impact. Keep in mind, giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some exa …

Facts Vs Feelings Take 5 – 5 Reasons to be Thankful

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, shares five reasons to be thankful during Thanksgiving week. Talking points include: The ongoing bull market, with broad sector growth and consecutive strong S&P 500 performance Inflation has eased, with Thanksg …

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