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Market Commentary

Weekly Market Commentary December 11, 2017

Stocks continued to push higher. The S&P 500 rose 0.4% last week and is now up 0.2% this month. The MSCI ACWI rose 0.1% and the Bloomberg BarCap Aggregate Bond Index finished basically unchanged. Read more

Monthly Newsletters

December Monthly Newsletter: Tax Reform and Year-End Planning

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create.[2] President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely. Read more

Market Commentary

Weekly Market Commentary December 4, 2017

Stocks finished higher for the 11th straight month this year and many stock indexes hit new highs. The S&P 500 soared 1.5%. The MSCI ACWI and the Bloomberg BarCap Aggregate Bond Index were basically unchanged. Read more

Market Commentary

Weekly Market Commentary November 27, 2017

Stocks bounced back last week after two weeks of declines. The S&P 500 rose 0.9% and is poised to deliver its 11th month of positive performance this year. The MSCI ACWI climbed 1.0%. Bonds rose as the Bloomberg BarCap Aggregate Bond Index gained 0.2%. Read more

Blog

Could Living a Long Life Cause You to Go Broke? Strategies To Make Your Money Last

Published by Scott Ford, Member of the Investment Committee for Carson Group Partners

Have you ever thought about the possibility of living past the age of 100? If you haven’t, you probably should. While there are currently about 75,000 centenarians in the United States, it is predicted that by 2050 that number will rise to 1 million.[1] People are living longer than ever before, and this plays a significant role in how you plan for your retirement. Read more

Market Commentary

Weekly Market Commentary November 20, 2017

Global stocks retreated marginally for the second week in a row. The S&P 500 fell 0.1%, and the MSCI ACWI slipped 0.2%. Bonds rose as the Bloomberg BarCap Aggregate Bond Index shed 0.2%.

Markets were disrupted by news from manufacturing giant GE that it plans to restructure its business. Read more

Market Commentary

Weekly Market Commentary November 13, 2017

Global stock markets edged slightly lower after reaching new highs earlier in the week. The S&P 500 and the MSCI ACWI both slipped 0.2%. Bonds fared worse, as the Bloomberg BarCap Aggregate Bond Index shed 0.4%. Even with the slight decline, the S&P 500 and the MSCI ACWI are positive for November.   Read more

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]   Read more

Market Commentary

Weekly Market Commentary November 6, 2017

October produced another positive month for many major stock market indices, and the first few days of November pushed some to new highs. The S&P 500 rose 0.3%, the MSCI ACWI rose 0.6%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.4%. The S&P 500 is now up more than 15% this year, and the MSCI ACWI has soared more than 18% since January.  Read more

Market Commentary

Weekly Market Commentary October 30, 2017

Another week, another record. The S&P 500 edged up 0.2% to post another new record. The MSCI ACWI dropped 0.1% as a strengthening dollar pushed the value of international stocks lower for U.S. investors. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more