Among the many shifts in 2025, few were as striking as the speed and scale of artificial intelligence development. It was only about three years ago that OpenAI released ChatGPT to the public, yet the AI boom is already reshaping markets. While past investment waves, such as the internet bo …
Interest rates and bond markets are tightly linked: when interest rates move, bond prices, yields, and investor experience all shift, sometimes in ways that can surprise clients. A clear framework can help clients understand what is happening in their fixed income allocation and why we some …
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
Get ready to tackle 2026 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.
The Santa Claus Rally is a well-known stock market phenomenon where stock prices tend to rise during the last five trading days of December and the first two trading days of the new year. Yale Hirsch, who first identified the pattern in the 1972 Stock Trader’s Almanac, famously wrote, “If S …
After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …
