Insights

Q2 2019 Quarterly Market Update

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

Weekly Market Commentary April 15, 2019

The S&P 500 gained 0.6% last week and reached an all-time high (when dividends are included). A few banks reported solid earnings and indicated loan demand remains positive. Read more

Weekly Market Commentary April 8, 2019

The S&P 500 soared 2.1% last week. Better-than-expected economic data from the U.S. and China reduced the risk of a global recession. The global MSCI ACWI gained 2.1% as the rally was broad-based. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% as interest rates rose on the positive economic news. Bond prices move in the opposite direction as interest rates. Read more

Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times. Read more

Weekly Market Commentary April 1, 2019

The S&P 500 rallied 1.2% last week as optimism about U.S.-China trade talks buoyed markets. The global MSCI ACWI gained 0.6%. The Bloomberg BarCap Aggregate Bond Index climbed 0.3%.

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Should My Financial Advisor Also Be a Life Coach?

There are so many factors that come into play when you are creating your financial plan. It’s more than just a spreadsheet, or at least it should be. Your financial plan should incorporate your values and encompass your vision and dreams for the future. Read more

Struggling with Financial Decisions? Meditation Might be the Answer

“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.”
― Viktor E. Frankl

Most people wouldn’t think to connect meditation with financial decisions. Read more

How to Live a Fulfilling Life – Your Financial Plan Can Help

It’s no secret that I think your life vision should be the core of your financial plan. A powerful life vision in conjunction with a well-thought-out financial plan can give you both the why and the how to live a fulfilling life. Read more

Time for a Financial Checkup? Use My Financial Fitness Checklist

We tend to spend a lot of time and energy thinking about how to make more money. We strategize on how to get a raise, or we dream of finding more lucrative investments. But we often forget the importance of a regular financial checkup. Read more

Manifesting Abundance Is Easy When You Stop Comparing Finances

As we talk about their financial goals, I often hear my clients make comparisons with their friends, colleagues and neighbors. Instead of manifesting abundance, they’re focused on what they DON’T have. Read more