That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …
Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …
Marital status is a key factor in their differences, which in turn affects their mindset. Lastly, where men and women believe they are in their life, depending on their age and expectations, is a huge catalyst for moving forward in their financial journey.
Published by Rob Furlong, Portfolio Manager The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was lit …
Published by Shayla Kriha Flash back to May 9th 2011, the day I started working at Carson Wealth Management Group. I thought at that time I knew what working in the financial services industry was all about; I could not have been more wrong. It’s now June 2018, and I can truly say I know ex …
Published by Brad Dillon Many of my clients and prospects confuse financial planning with investment management. There are countless financial professionals touting their expertise regarding investments, and in my 20 years in the profession I have had many conversations with prospective cli …
