Videos

Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie 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

Weekly Market Commentary – October 21, 2019

Great Britain’s prime minister and the European Union reached an agreement for Britain to exit the European Union on October 31, 2019, pending the approval of the British Parliament. Efforts to secure Parliament’s approval over the weekend were postponed to this week as Brexit opponents seek to shift enough votes to thwart the deal.

Infographics

Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

Market Commentary

Weekly Market Commentary – October 14, 2019

Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,

Monthly Newsletters

Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

Market Commentary

Weekly Market Commentary – October 7, 2019

The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.

wealth management, retirement preparation

Blog

4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

Market Commentary

Weekly Market Commentary – September 30, 2019

Impeachment proceedings led news coverage most of the week, but other economic data may be more impactful on portfolios. As the accompanying chart shows, consumer spending rose just 0.1% in August. The below-expected results indicate weakness from trade, and business spending may be slowing consumer confidence, too.

Market Commentary

Weekly Market Commentary – September 23, 2019

The Federal Reserve cut interest rates 0.25% last week. While the move was widely expected, various forms of dissent reflected the underlying tensions faced by the Fed. As the accompanying chart shows, interest rates dropped last week but remain above recent lows.

Market Commentary

Weekly Market Commentary – September 16, 2019

Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.

Insights