Retirement is full of important decisions. But in my opinion, few carry as much long-term impact as when and how you claim Social Security benefits. While it’s tempting to think of Social Security as a simple choice—claim early or wait—the reality is much more nuanced. The timing of …
Markets reflected the jittery disposition of investors. The rapid move in interest rates and persistent inflation have unnerved some investors and contributed to higher volatility. Volatility has risen in most asset classes, but bond investors have experienced the biggest swings. 2022 is ti …
Watch this webinar hosted by Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, as they cover this quarter’s market outlook.
Inflation is starting to feel like a winter that just won’t give way to spring. The Consumer Price Index (CPI) climbed 1.2% last month and has now risen 8.5% in the last year (Figure 1). Energy and food prices were the main culprits, contributing 80% of the overall increase. Food prices jum …
Corporate earnings comparisons are getting more difficult. Factset reports first quarter S&P 500 earnings are expected to rise 4.5%. Earnings growth will likely increase during the quarter as companies deliberately push earnings estimates lower so they can produce positive surprises. Wh …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers taxation in retirement.
By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore.
