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 …
Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
November is now behind us, and we hope everyone had a chance to enjoy Thanksgiving with family and friends. As for the markets, we went from hearing it was the worst November for stocks since the Great Financial Crisis in 2008 to hearing it was the best Thanksgiving week for stocks since 20 …
A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience across asset classes. They …
November is widely regarded as part of a historically favorable period for U.S. stocks, often leading a multi-month stretch (roughly November through April) that has delivered stronger than average returns than other parts of the year. Why November tends to be strong Seasonal patterns: The …
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
