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Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Market Commentary

Weekly Market Commentary August 13, 2018

Concerns over declines in the Turkish currency and the risk of a trade dispute between the U.S. and Turkey pushed stocks lower last week. Turkey and the U.S. are sparring over the jailing of a U.S. pastor by Turkey. Read more

Market Commentary

Weekly Market Commentary August 6, 2018

U.S. stocks rallied, while global markets lagged. The S&P 500 rose 0.8%. Global stocks slipped as the MSCI ACWI fell 0.2%. The Bloomberg BarCap Aggregate Bond Index rose 0.1%. Read more

Market Commentary

Weekly Market Commentary July 30, 2018

Strong U.S. economic growth made additional interest rate hikes likely. The likelihood of additional hikes and weak earnings from a couple key technology companies was not enough to overcome positive news earlier in the week on trade between the Europe Union and U.S. Discussions are moving forward to rescind the announced metal tariffs and reduce tariffs on industrial goods. The S&P 500 rose 0.6% for the week. Global stocks, as measured by the MSCI ACWI, climbed 0.9% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.2%.

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Blog

5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more

Market Commentary

Weekly Market Commentary July 23, 2018

The stock market had a rather boring week. The S&P 500 stayed in a tight range throughout the week and finished basically unchanged. Global stocks performed a little better as the MSCI ACWI inched 0.1% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.3%. Read more

News

Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Market Commentary

Weekly Market Commentary July 16, 2018

Solid earnings and perhaps some potentially blissful ignorance on the ongoing risks over trade pushed stocks to a second straight week of strong gains. The S&P 500 soared 1.5% for the second week in a row. The MSCI ACWI climbed 1.0%, and the Bloomberg BarCap Aggregate Bond Index rose 0.2%. Read more

Videos

Q3 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more