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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


Save More Money With These Tips Weekly Update – 12/6/17

No matter your stage in life, saving money is essential to ensure you can afford your lifestyle. Yet, Americans have a money-savings problem: 69% of people do not have $1,000 in savings.[1] Without this financial buffer, we end up with little wiggle room to protect our financial standing should something like an emergency arise, among other concerns. One hurdle to being able to save more money is that our everyday habits can easily derail us from savings goals. But with some simple tweaks to how you spend (and save) your money, you can build up the funds you need to support you down the road. 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


Financial Checklist for Newly Widowed Spouses Weekly Update – 11/29/17

Losing a loved one and life partner is a devastating experience that no one can fully predict. Despite the emotional heaviness one must navigate, another pressing topic requires attention: finances. Knowing how to move forward in your financial life after such loss can feel overwhelming and confusing. In fact, according to one study, 23% of widows feel much less confident in their finances after a spouse’s death.[1]With the right guidance, widows can move beyond the confusion and find clarity.  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


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


Today’s Costs of Long-Term Care Weekly Update – 11/15/17

Saving enough money to last through retirement is an ongoing responsibility and one that Americans should take seriously. And the money you may need could be more than simply replacing the income you had during your career. You also should address potential long-term-care expenses. In 2017, the cost for long-term care in the U.S. increased by 4.5% year over. And with an estimated 70% of people 65 and older needing long-term care at some point in their lives, the majority of people must prepare to meet these expenses.[1]   Read more


How Life Insurance Can Help Business Owners Weekly Update – 11/08/17

Owning a business in the U.S. is an integral factor of our economy. In fact, the U.S. has 28.8 million small businesses, comprising 99.7% of all business in America.[1] And while risks abound in entrepreneurship, owners can take measures to protect themselves and their companies by purchasing life insurance.

Here are some essential ways that life insurance can help business owners: Read more