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Proactive Tax Planning Starts with Goals

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Proactive Tax Planning Starts with Goals

All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax benefit. Rather, you should always do things that tie back to your goals, with tax benefits being an added bonus.

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Market Commentary: Equity Markets Experience Another Volatile Week; Fed Signals Interest Rate Hike in Early March

Market Commentary

Market Commentary: Equity Markets Experience Another Volatile Week; Fed Signals Interest Rate Hike in Early March

Equity markets wrapped up a volatile week with a late-Friday surge that pushed the S&P 500 to a 0.8% gain. Each day last week experienced a swing of at least 2.25%. Ongoing concerns about interest rates, inflation, valuations, and geopolitical challenges are contributing to swings in the market.

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10 Tax Planning Tips Your CPA Might Have Missed

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Trends to Watch Out for in Q1 2022

Blog

Trends to Watch Out for in Q1 2022

We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.

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Market Commentary: Housing, Equity Markets Decline with Fed Expected to Hike Interest Rates

Market Commentary

Market Commentary: Housing, Equity Markets Decline with Fed Expected to Hike Interest Rates

Equity markets have given back some of last year’s gains. Higher interest rates appear to be the major cause. As the Federal Reserve prepares for its first meeting of the year, investors have raised the odds of four interest rate hikes to approximately 70% from less than 30% one month ago (Figure 1). Fed Chair Jerome Powell’s press conference after the meeting will likely be scrutinized for further guidance concerning interest rates.

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Quarterly Market Outlook Highlights: Q1 2022

Videos

Quarterly Market Outlook Highlights: Q1 2022

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.

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Q1 2022: Quarterly Market Outlook

Videos

Q1 2022: Quarterly Market Outlook

Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, as they cover the market outlook for 2022.

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Market Commentary: U.S. Inflation Challenges Likely Linked to Robust Government Aid, Policy Changes

Market Commentary

Market Commentary: U.S. Inflation Challenges Likely Linked to Robust Government Aid, Policy Changes

Inflation remains a challenge to the U.S. economy. CPI rose 0.5% in December and surged 7.1% during the last year. It wasn’t all food and energy prices. Core inflation, which excludes those more volatile elements, increased 0.5% as well. As the bright blue line in Figure 1 shows, inflation has reaccelerated after dipping in the third quarter.

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New Tax Legislation for 2022

Videos

New Tax Legislation for 2022

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers the new tax legislation for 2022.

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Market Commentary: Job Surveys Show Conflicting Data; Fed May Shrink Balance Sheet Sooner Than Expected

Market Commentary

Market Commentary: Job Surveys Show Conflicting Data; Fed May Shrink Balance Sheet Sooner Than Expected

The employment report released last week may have raised more questions than it answered. The establishment survey, which surveys businesses, showed only 199,000 jobs were created, missing expectations of 400,000 (Figure 1). The household survey gave a very different picture. Unemployment fell to 3.9%, employment rose by 650,000, and 170,000 people joined the labor force. The gap is partly reconciled by reports new businesses are being formed at a rapid pace and the usually more accurate establishment survey isn’t keeping up with the underlying changes.

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