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  • Quarterly Market Outlook: Q3 2021

    Posted on July 23, 2021

    Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar

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  • Quarterly Market Outlook Highlights: Q3 2021

    Posted on July 22, 2021

    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.

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  • Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound

    Posted on July 19, 2021

    Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in use …

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  • What to Consider if You Receive the Monthly Child Tax Credit Payments

    Posted on July 16, 2021

    The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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  • Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed

    Posted on July 12, 2021

    The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustain …

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  • How to Build a Succession Plan for Your Business

    Posted on July 12, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business. Click Here to Watch the Webinar

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  • Astrid Weiss

    Posted on July 9, 2021

    Meet Astrid   Astrid Weiss joins Gold Family Wealth as our Summer Intern. During this time she will play a key role in marketing and event planning while gaining exposure and experience in the financial planning profession. In the upcoming fall semester, she’ll return to Indiana University to begin her junior year. She’s pursuing a …

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  • 10 Common Mistakes People Make With Their Money

    Posted on July 8, 2021

    By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor As hard as we may try to keep track of every penny, many of us are losing cash without even realizing it. Whether it is in the form of drive-through coffee, online shopping, or the temptation to sell stocks after a market crash t …

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  • Business Succession Planning Checklist

    Posted on July 6, 2021

    The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …

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  • Market Commentary: Restaurants, Hotels Lead Jump in Hiring; Stock Market Continues Surge

    Posted on July 6, 2021

    U.S. payrolls jumped 850,000 in June after two months of mediocre hiring (Figure 1). With these gains, the private sector has now reinstated 73% of the jobs lost during the pandemic. Restaurants and hotels led the hiring, as the leisure and hospitality industry added 343,000 new positions.

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