Yes, the S&P 500 was down last week, falling 1.5%, but as we’ve been talking about throughout the year, this has been the year of diversification. Technology-oriented US large cap stocks led declines, but value stocks held up fine, as did developed international stocks. And that brings …
During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …
We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above 50,000 and finally closed at a new high, joining the S&P 500, Nasdaq, and small-cap Russell 2000, which all have already been making new …
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most overlooked stories in today’s market: bond yields are rising sharply, and every investor with a portfolio …
Wondering if the time is right to clock out once and for all? While the idea can seem tempting, we believe you don’t want to be hasty. Take our quick quiz to help you determine whether you’re adequately prepared to retire early—or if you may need to keep working a bit longer. …
The One Big, Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced several new deductions that affect many workers and retirees starting with tax year 2025 (returns filed in 2026). Below, we summarize three changes you’re most likely to encounter: the new deductions relate …
The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …
