Worries And Uncertainty Grow, but There Are Positives
“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund
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Quarterly Market Outlook Highlights: Q4 2022
Carson Partners’ Ryan Detrick 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.
Market Commentary: Did the Lows Just Take Place? Maybe.
October is known as a bear market killer, as many bear markets have ended during this month. Some of the most famous were the 1974 and 2002 bears, which both ended within the first two weeks of October. Those bears were down more than 48% and 49%, respectively, when the ultimate lows took p …
7 Things to Know About the Historically Strong Fourth Quarter
“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October. This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
Commonly Overlooked Employee Benefits
Have questions about how to incorporate your employee benefits into your financial plan? Talk to your financial advisor today or request an initial meeting with one of our highly qualified fiduciary advisors. Download the checklist today to get started.
Stop Overlooking These Valuable Workplace Benefits
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
Market Commentary: October Is Misunderstood
October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …
