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  • Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

    Posted on September 14, 2020

    Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

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  • September Newsletter – The Fiscal Elephant in a Monetary Room

    Posted on September 8, 2020

    CONTRIBUTORS DR. DAVID KELLY, JORDAN JACKSON AUG 28, 2020 The Federal Open Market Committee officially announced an update to its Statement on Longer-Run Goals and Monetary Policy Strategy. Most notably, the committee has officially adopted an average-inflation targeting framework, in which the committee will allow inflation (as measured by the core personal consumption deflator) to run moderately above 2% for a period of time following a period of inflation persistently falling below 2%.

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  • Rewirement: Rewiring The Way You Think About Retirement [Video]

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind. We invite you to listen to “Rewirement: Rewiring The Way You Think About Retirement,” a webinar on preparing for this chapter in life, hosted by Jamie Hopkins, Director of Retirement Research at Carson.     Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Rewirement: Rewiring The Way You Think About Retirement Retirement income planning can feel like trying to hit a moving target in the wind.   Social Security, Medicare, long-term care insurance – understanding the different programs involved is confusing enough. Add to these stresses that you have to adapt to life without work for the first time, finding purpose to fill your days. A lot has changed since your parents retired, and the world is a more expensive, complex place.   We invite you to listen to “Rewirement: Rewiring The Way You Think About Retirement,” a webinar on preparing for this chapter...read the full article

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  • Rewirement: Rewiring The Way You Think About Retirement

    Posted on September 8, 2020

    Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

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  • Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

    Posted on September 8, 2020

    Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the right) lagged during the downturn (closest to the bottom).

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  • How to Invest Creatively in Your Fall Vacation this Year

    Posted on September 3, 2020

    Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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  • Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

    Posted on August 31, 2020

    The Federal Reserve announced a major policy revision last week. The revised strategy indicates rates will stay low for a long period of time and will increase slower than in past rate cycles. The report and a subsequent speech by Fed Chair Jay Powell indicate the Fed will allow inflation to move above its 2% target to make up for periods when inflation has been less than 2%.

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  • How to Make Charitable Giving Part of Your Financial Plan

    Posted on August 26, 2020

    COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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  • Weekly Market Commentary: The S&P Sets Recovery Records, Housing Market Showing Gains

    Posted on August 24, 2020

    The S&P 500 continued to march higher, rising 0.8% last week. Excluding dividends, the index of large-cap U.S. stocks reached a new record. Some investors prefer this measure for determining when bear markets end. By almost any measure, the S&P 500 is no longer in a bear market.

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