Insights
Market Commentary
Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season
Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers online. Non-store retailers reported a 3.1% increase in sales.
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Market Commentary
Market Commentary: Markets Respond Favorably to News of Second Vaccine’s Positive Results
Special Update A second COVID-19 vaccine announced very positive results in its initial trial. A biotechnology company announced Monday their COVID-19 vaccine was more than 94.5% effective. The study also showed there were few side effects observed in the vaccine trial. The effectiveness is very high and will likely give the world two vaccines to start protecting people in coming months.
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Videos
How the Election Results Could Impact Your Financial Plan
Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into Biden’s tax and retirement platforms. Click Here to Watch the Webinar
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Market Commentary
Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election
Special Update The first COVID-19 vaccine to announce results reported very positive data early Monday morning. Two notable pharmaceutical and biotech companies announced on Monday their COVID-19 vaccine was more than 90% effective. The study also showed there were no side effects observed in the vaccine trial. The effectiveness is higher than many medical experts expected and represents a major step forward in efforts to contain the virus. News on other vaccine trials is expected in coming weeks and months.
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Blog
How the Results of the Election Could Impact the Markets and Your Financial Plan
The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.
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Monthly Newsletters
Your Year-End Tax Checklist, Plus a Few Extras for 2020
A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?
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Blog
It’s Time to Stress Test Your Portfolio
The year 2020 has brought us a global pandemic, a topsy-turvy economy and a viscous election season. Now, more than ever, you need make sure you are assuming the right amount of risk for your situation. Risk tolerance and capacity can change over time. Stress testing your portfolio can assist in not taking on more risk than you need to achieve your desired goals. Here are three things a stress test will reveal.
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Blog
Understanding Sequence of Returns Risk
One of the biggest risks facing retirement income planning is sequence of returns. When you retire, you go from accumulation (saving for retirement) to decumulation (spending for retirement needs).
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Market Commentary
Market Commentary: Uncertainty with Election, Pandemic Cause 5.6% Drop in S&P 500.
Last week, markets moved less on the recovery of today and more on the uncertainty of tomorrow. U.S. GDP increased 33.1% (see Figure 1) after a massively negative report last quarter. Strong growth in consumer spending provided the biggest push to the overall economy. Earnings also continued to improve. Originally forecasted to drop 21.1%, strong earnings from internet-based businesses cut the expected dip to 9.8%.
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Videos
Election and Investments
Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses how the election may impact the direction of reform. Click Here to Watch the Webinar
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