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Market Commentary: Markets React to Inflation

Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We …

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Facts Vs Feelings Take 5 – Good News is Good News

  Last year was tough – good news was bad news and vice versa. We’re finally back in a world where good news is good news! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about all the good news investors can expect to …

Market Commentary: Things You Don’t See in a Recession

Stocks Remain Strong Stocks took a break last week, which was perfectly normal after a five-week win streak coming off the late-October lows. It is important to remember that stocks lead the economy, both on the way up and the way down. Various indexes are closing in on new all-time highs, …

Building Trust: The Cornerstone of Derek Pesta’s Client Relationships

Trust is the foundation of every successful client-advisor relationship in the complicated finance and wealth management world. For Derek Pesta, the CEO and Financial Advisor at Pesta & Pesta Wealth Management, trust is the steering light that enhances every interaction with his clients …

Facts Vs Feelings Take 5 – Things You Don’t See In a Recession

  We continue to hear concerns over a potential recession. And while there have been a few small cracks in the economy of late, we still don’t see any solid signs of a recession happening anytime soon. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist …

2024 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

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