Special Market Commentary: S&P 500 Slips Into a Bear Market. Now What?
Fueled by inflation readings that have remained stubbornly elevated, the stock market, measured as the S&P 500 Index, entered bear market territory at market close on June 13, 2022. A bear market represents a decline in equity values by more than 20%.
Market Volatility Terms to Know
The financial world is full of industry jargon and unfamiliar language that the average consumer may struggle to understand. This can be especially distressing during times of volatility, when we’re all grappling for answers. In this guide, we’ve broken down some of the most com …
Market Commentary: Inflation Pressures Remain High, S&P Dips Again
The S&P 500 dropped 5.1% last week as investors digested new inflation data released on Friday. May’s Consumer Price Index (CPI) report showed a reacceleration of inflation after a brief reprieve in April. Headline CPI increased 8.6%, which is the fastest pace since December 1981. The p …
Market Commentary: Positive Jobs Report Raises Hopes, but Stocks and Bonds Dip
The S&P 500 dropped 1.2% last week as a strong employment report was a little “too good” and raised concerns of more interest rate hikes in the future. The U.S. economy added 390,000 jobs in May, based on the establishment survey. Job growth is slowing, but it remains well above the lev …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy. As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outl …
Market Commentary: S&P Soars After 7 Straight Losses, but Inflation Remains Stubborn
The S&P 500 ended its string of seven negative weeks by rallying 6.6% last week. The surge in stock prices gave the index some margin between its current price and the 20% decline the index flirted with just two weeks ago. After the rally, the S&P 500, including dividends, is down 1 …
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Market Commentary: S&P Decline Continues While Consumer Demand Keeps Climbing
The S&P 500 continued its string of negative weeks, dropping 3% last week. It was the seventh straight weekly decline in the index of large-cap stocks. The S&P 500 temporarily fell more than 20% on Friday, but the market rallied and the index finished down 18.1% from its January all …
Leveraging Life Insurance as a Financial Planning Tool
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, and Tom Fridich, Senior Wealth Planner, as they dive into leveraging life insurance as a financial planning tool.
Staying Strong During Market Uncertainty
Watch this webinar hosted by Carson’s Jamie Hopkins, Managing Partner, Wealth Solutions, and Burt White, Managing Partner and Chief Strategy Officer, as they obtain valuable insights into staying strong during market uncertainty.
