Market Commentary: Earnings in the Long Run, and Short

Earnings Expectations Continue to Rise The summer rally continued last week, the S&P 500 gaining 1.4% and hitting more all-time highs. Stock gains ultimately depend on earnings and they continue to look good in both the short and long run. Inflation data finally provided some relief, wi …

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Introduction to Value Drivers

I remember the excitement of starting the search for my first home. I was proud that I had diligently planned and saved and could now provide a home for my family, my indoctrination into adulthood.  I searched the real estate sites and apps relentlessly. I had my list, contacted a real esta …

Revocable Living Trusts as part of an Estate Plan

Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand. 

Michael Gold Earns Prestigious CEPA Credential

The Exit Planning Institute is proud to announce that Michael Gold recently earned the Certified Exit Planning Advisor (CEPA) credential after completing the Institute’s intensive executive MBA-style program. Michael Gold joins an elite group of business advisors who have received this cred …

Market Commentary: 7 Reasons the Bull Market Is Alive and Well

“Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Back-to-back double-digit quarters are rare, but they tend to happen in …

Facts Vs Feelings Take 5 – Are We Slowing Down?

Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market.   Highlights include:   Q1 GDP only rose 1. …

Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …

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