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Market Commentary

Weekly Market Commentary February 20, 2018

Global stocks surged last week as concerns over inflation moderated. The S&P 500 soared 4.3% and produced gains every trading day. The MSCI ACWI also rose 4.3%. The Bloomberg BarCap Aggregate Bond Index gave up another 0.2% on higher inflation news and is now down 2.1% this year.

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Market Commentary

Weekly Market Commentary February 20, 2018

Global stocks surged last week as concerns over inflation moderated. The S&P 500 soared 4.3% and produced gains every trading day. The MSCI ACWI also rose 4.3%. The Bloomberg BarCap Aggregate Bond Index gave up another 0.2% on higher inflation news and is now down 2.1% this year.

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Market Commentary

Weekly Market Commentary February 12, 2018

It was a difficult week for investors. Stock markets continued to decline, and bonds also dropped slightly. The S&P 500 fell 5.2%. Global stocks fell slightly lower, with the MSCI ACWI falling 5.7%. The Bloomberg BarCap Aggregate Bond Index continued its decline, dropping 0.1%. The S&P 500 had reached correction levels by falling more than 10% from its high prior to Friday’s rally.

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Videos

5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

Market Commentary

Weekly Market Commentary February 5, 2018

Global stock market performance last week reminded us risk is an inherent part of investing. The S&P 500 dropped 3.9%. Global stocks dropped slightly less, as the MSCI ACWI fell 3.4%. The Bloomberg BarCap Aggregate Bond Index continued its decline by dropping 0.9%.

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Monthly Newsletters

February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly. Read more

Market Commentary

Weekly Market Commentary January 29, 2018

Global stock markets kept charging higher last week. The S&P 500 soared 2.2% and is now up 7.5% for the year. Global stocks climbed as the MSCI ACWI rose 2.1%. The Bloomberg BarCap Aggregate Bond Index slid a negligible amount last week and is down 0.9% for the year. The U.S. Department of Commerce announced GDP rose 2.6% in the fourth quarter. Read more

Blog

Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

Videos

2018 1st Quarter Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Market Commentary

Weekly Market Commentary January 22, 2018

Global stock markets kept climbing last week. The S&P 500 rose 0.9% and is now up 5.1% this year. Global stocks climbed even more as the MSCI ACWI rose 1.1%. The Bloomberg BarCap Aggregate Bond Index slid 0.4% last week and is down 0.9% this year. Concerns over higher rates pushed bonds lower.   As of this writing, the U.S. Senate was unable to muster enough Democratic votes to avoid a government shutdown. Whether or not it is resolved by publication, we are not overly concerned. Past government shutdowns have had little effect on the stock market, and we do not expect this one to be different. Read more