Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available. Charitable Tax Credits: QCOs and QCFOs For tax year 2025: Qualified Charitable Organization (QCO): Up to $495 for single, head of household, or married filing separa …
Ryan Yamada, CFP®, Senior Wealth Planner It was late one afternoon when I received the call from a retired client.
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
Markets reflected the jittery disposition of investors. The rapid move in interest rates and persistent inflation have unnerved some investors and contributed to higher volatility. Volatility has risen in most asset classes, but bond investors have experienced the biggest swings. 2022 is ti …
Watch this webinar hosted by Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, as they cover this quarter’s market outlook.
Inflation is starting to feel like a winter that just won’t give way to spring. The Consumer Price Index (CPI) climbed 1.2% last month and has now risen 8.5% in the last year (Figure 1). Energy and food prices were the main culprits, contributing 80% of the overall increase. Food prices jum …
Corporate earnings comparisons are getting more difficult. Factset reports first quarter S&P 500 earnings are expected to rise 4.5%. Earnings growth will likely increase during the quarter as companies deliberately push earnings estimates lower so they can produce positive surprises. Wh …
