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Market Commentary: Outlook 2026 – Riding the Wave

Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …

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Market Commentary: S&P Climbs Despite Surge in COVID-19 Cases

Stocks continued to climb in the face of an increasing number of new COVID-19 cases and evidence the surge is stifling the economy’s ability to recover. Initial unemployment claims dipped to 1.3 million, but they have remained above 1 million for 16 consecutive weeks.

Making an Offer on a House? 11 Strategies to Win

So you’ve found your dream house and you’re ready to make an offer, but how do you make sure your offer stands out among all the others? How do you make your offer more appealing? Whether you’re dealing with a competitive housing market or a cautious seller, getting your offer accepted requ …

What is a Bear Market?

One little known fact is how a bear market received its name. A bear, when attacked or going after its prey, will use its paw and motion downward to defend itself or get its prey. Bear markets are a fact of life and one part of an overall market cycle. It has been over ten …

529 Plan, What is that?

In 1996 the Small Business Job Protection Act created 529 Plans, also known as “qualified tuition plans”. This account which allows taxpayers a tax-advantaged way to save for education expenses for a designated beneficiary, after 24 years, might be the account that most know nothing about. …

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