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Weekly Market Commentary – October 28, 2019

Market Commentary

Weekly Market Commentary – October 28, 2019

Economic data reinforced the view that trade disputes are pressuring economic growth and creating an uncertain environment for businesses to invest. Whether it was the weekly Brexit roller coaster, the U.S. durable goods report,

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Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

Blog

Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

Most people who know me know that I ride a motorcycle. It’s a family passion and both of my boys ride too.

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Quarterly Market Outlook: Q4 2019

Videos

Quarterly Market Outlook: Q4 2019

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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Weekly Market Commentary – October 21, 2019

Market Commentary

Weekly Market Commentary – October 21, 2019

Great Britain’s prime minister and the European Union reached an agreement for Britain to exit the European Union on October 31, 2019, pending the approval of the British Parliament. Efforts to secure Parliament’s approval over the weekend were postponed to this week as Brexit opponents seek to shift enough votes to thwart the deal.

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Small Business Owners

Infographics

Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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Weekly Market Commentary – October 14, 2019

Market Commentary

Weekly Market Commentary – October 14, 2019

Chinese and U.S. negotiators reached a tentative agreement to step back from policies designed to inflict damage on each other’s economies as they seek to negotiate a more permanent trade deal. The Chinese agreed to accelerate purchases of U.S. agricultural products,

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Putting Your Health Savings Account to Work

Monthly Newsletters

Putting Your Health Savings Account to Work

Seven dollars. That was the per-day cost of a maternity room in Jersey City, New Jersey, in 1942. Sure, adjusting for inflation brings us to $110, but that’s still unheard of. Try to find a hospital room for around a hundred dollars today! The bloated cost of healthcare isn’t a new discussion on the American airwaves.

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Weekly Market Commentary – October 7, 2019

Market Commentary

Weekly Market Commentary – October 7, 2019

The monthly U.S. employment report created some very positive headlines but also indicated slowing business investment is spilling over to the jobs market. The unemployment rate fell to 3.5%, the lowest level in 50 years. As shown on the accompanying chart, payrolls increased by 136,000 jobs last month, roughly in line with expectations.

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Don’t Touch “Hot” Investments (You Might Get Burned)

Blog

Don’t Touch “Hot” Investments (You Might Get Burned)

Down here in Phoenix, we truly know what it means to be hot. The common qualification that it’s a “dry heat” doesn’t mean much at 110 degrees plus – dry or not, it’s miserable.

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4 Tips to Take Your 401(k) to the Next Level

Blog

4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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