By Cristina Wiebelt-Smith, CPA, Wealth Advisor Am I behind in my retirement savings? Am I where I need to be financially? These are common concerns when people come in to meet with us. I can relate to this concern because there were several years in our mid-30s where we weren’t able to save …
By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …
After rising for five consecutive months, stocks have hit some weakness. This is to be expected. Investors have been rather spoiled this year, with stocks having one of their best starts. Yet, while stocks usually go up, they can also go down. Even in some of the best years, stocks tend to …
Over the last year or so, we’ve all heard the chatter over an impending recession. Some people were convinced that the economy was in trouble and recession was inevitable. But then a funny thing happened. The economy has rebounded, and the stock market is performing really well. Consumers a …
Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …
The S&P 500 has pulled back almost 5% since July 31. This is not surprising considering historical data. Factoring in seasonality has worked well for investors over the last 18 months. We’ve pointed out how bear markets tend to end in October, especially in midterm election years, with …
Why aren’t we worried about $1 trillion in credit card debt? In this episode, Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese peel back the layers behind the latest news headline. Highlights include: U.S. consumers have more credit card debt …
