Market Commentary: Tariffs Have Increased Market Uncertainty, but Job Growth Remains Solid

Stocks Fell Again The S&P 500 had a late week bounce on Friday last week, but still fell more than 3% for the week for the worst week for the index since early September 2024. The worries are growing, from a potentially slowing economy, to a growing and more aggressive trade war, to wor …

10 Questions on Tariffs, the Economy, Markets, and Our Outlook

Ok, tariffs happened. But now what is the big question—for policy, the economy, and obviously, markets? Here are Carson Investment Research’s answers to 10 key questions.

Facts Vs Feelings Take 5 – Tariffs 101

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! This week, we break down the latest round of tariffs, their impact on inflation, corporate profits, and market volatility. While unc …

Market Commentary: Good Riddance February, Hello March

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. Here’s the thing. Yes, the year-to-date gains we saw in January have vanished, but as we’ve noted before, early in a post-election yea …

Facts Vs Feelings Take 5 – We Still Aren’t Worried About Inflation

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we tackle the latest inflation data, why consumer expectations are rising, and why we still aren’t too concerned. From conflicting survey results to real-world business insights, we break down the numbers and …

Winning in 2025: Tax Strategies for a Thriving Year

Want to plan better for next year’s tax return? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar, now available for viewing on-demand.  

Market Commentary: Seeing the Big Picture – Stocks Still Making New Highs and Household Balance Sheets Are Healthy

Back at New Highs, Now What? What a year it has been already! Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. Yet, in the face of all of t …

Facts Vs Feelings Take 5 – Why stocks are back at all time highs?

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! Despite ongoing worries about tariffs, inflation, interest rates, and geopolitical concerns, the stock market has reached all-time h …

Market Commentary: Sentiment Shakey but Bull Market Still Intact

Some Worries We Have The S&P 500 is less than 0.1% away from new highs and up 4% on the year, on the heels of gaining 25% last year and in 2023. Yes, things have been very good for investors and fortunately we’ve been in the camp for more than two years now that we …

Facts Vs Feelings Take 5 – Worries We Have

In this episode of Carson’s Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak month—what d …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us