This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets …
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …
It is Thanksgiving week, so we want to review a few reasons for investors to be thankful. Yes, it has been a tough year. But things are looking better, and we expect more improvement in 2023. Gridlock Can Be Good The first reason to be thankful is stocks have continued to rally off their Oc …
Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …
On the heels of a huge month for stocks in October, the bull continued to soar in November, as the S&P 500 had its best week since June and the NASDAQ had its best week since March. Sparking much of the rally was news that inflation has likely peaked and is finally slowing. We’ll discus …
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
