This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets …
In this issue, delve into a 2023 year in review along with a Market Update from Jeremy. Discover important Schwab reminders and read a letter from Bette and Andy Hanson, the retired founder of Hanson Financial. You’ll also catch up with the personal happenings of the Heritage Financial team …
Stock market is hitting new all-time highs, the economy is going gangbusters, and there is generally good news all around. But could there be bad news around the corner? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Var …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
As Goes January, So Goes the Year “There is nothing new in the world except the history you do not know.” — Harry S. Truman The S&P 500 Index gained 1.7% in January (total return) after a slow start to the year. S&P 500 gains in January have historically signaled above-average retur …
Stocks are high. The economy is strong. There’s even talk of lower Fed rates. Is there anything investors should be worried about? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese answer these questions and more: Are stocks up too high? Wha …
In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. This was due to the overriding worry that better data meant the Federal Reserve would hike rates and weak data meant it might cut. That wasn’t normal market behavior, and we …
