356 Search Results for:

  • Market Commentary: S&P Continues Decline, but Home Sales on the Rise

    Posted on September 28, 2020

    The S&P 500 declined for the fourth straight week. On Wednesday, the index of large U.S. companies had declined just more than 9.5% but rallied late in the week. The S&P 500 is 7.8% below its Sept. 2 high. The four-week decline has matched the characteristics of a price adjustment after a large run-up in markets.

    Read more
  • Charitable Gift Planning Strategies for 2020

    Posted on September 25, 2020

    Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

    Read more
  • Charitable Gift Planning Strategies for 2020

    Posted on September 25, 2020

    Charitable Gift Planning Strategies for 2020 Charitable gifts can make a significant impact on your community and your tax situation – especially in 2020.   If you are in a situation where you can give a charitable gift this year, this webinar is for you. You’ve probably received hundreds of emails about these unprecedented times. COVID-19 has brought more changes than we can count – some bad, some good. Let’s talk about how we can maximize our charitable inclinations to make the most of these changes.   Watch Jamie Hopkins, Director of Retirement Research at Carson, lead this telling webinar, “Charitable...read the full article

    Read more
  • Charitable Gift Planning Strategies for 2020 [Video]

    Posted on September 25, 2020

    Charitable Gift Planning Strategies for 2020 2020 has brought many changes to the financial industry – from laws to regulations to tax strategies. Check out this webinar which highlights how it has impacted charitable gift planning, and how we should navigate those changes.     Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more
  • Market Commentary: Restaurants are Rebounding, but S&P Still Lags

    Posted on September 21, 2020

    Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.

    Read more
  • Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

    Posted on September 14, 2020

    Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

    Read more
  • Rewirement: Rewiring The Way You Think About Retirement [Video]

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind. We invite you to listen to “Rewirement: Rewiring The Way You Think About Retirement,” a webinar on preparing for this chapter in life, hosted by Jamie Hopkins, Director of Retirement Research at Carson.     Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more
  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind.   Social Security, Medicare, long-term care insurance – understanding the different programs involved is confusing enough. Add to these stresses that you have to adapt to life without work for the first time, finding purpose to fill your days. A lot has changed since your parents retired, and the world is a more expensive, complex place.   We invite you to listen to “Rewirement: Rewiring The Way You Think About Retirement,” a webinar on preparing for this chapter...read the full article

    Read more
  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

    Read more
  • Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

    Posted on September 8, 2020

    Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the right) lagged during the downturn (closest to the bottom).

    Read more