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Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

Market Commentary

Weekly Market Commentary January 28, 2019

After a four-week rally, stocks finished close to unchanged last week. The S&P 500 shed 0.2% but is still up 6.4% this year.

The S&P 500 opened sharply lower and then rose the rest of the holiday-shortened week. Read more

Market Commentary

Weekly Market Commentary January 21, 2019

Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more

Videos

Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Market Commentary

Weekly Market Commentary January 14, 2019

After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more

Blog

Yo-Yo Vertigo: Understanding Market Volatility

By Kevin Engbers, CFP®, Wealth Advisor

In 31 years as a financial advisor, I’ve witnessed several seasons of heightened market volatility. Real estate mogul Tom Lewis offered the best metaphor I’ve seen for this market behavior: walking up a staircase with a yo-yo. Your eye is immediately drawn to the yo-yo’s small fluctuations when the real movement is the person going up the staircase. Read more

Market Commentary

Weekly Market Commentary January 07, 2019

The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more

Saving money in 2019

Monthly Newsletters

How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

Blog

Risk Tolerance vs. Risk Capacity: A Key Difference

By Kevin Engbers, CFP®, Wealth Advisor

On the surface, the terms “risk tolerance” and “risk capacity” appear to be interchangeable. Yet, the difference between the two is crucial and best handled by an advisor who knows their craft well and understands the different shades of meaning. Although risk tolerance and capacity are concerned with risk, the difference will have real impact on how your financial plan comes together. Read more

Market Commentary

Weekly Market Commentary December 31, 2018

Global stock markets continued to swing wildly last week as shifts in sentiment seemed to push the markets sharply higher and lower without much rationale. Read more