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  • What Comes After the Election

    Posted on January 7, 2021

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  • Help Improve Your Financial Plan This Year with These One-time Adjustments

    Posted on January 4, 2021

    It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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  • Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

    Posted on January 4, 2021

    The S&P 500 wrapped up a surprising year with another strong week. The index of large-cap stocks, including dividends, climbed 1.5% and finished 18.4% higher for the year. Figure 1 shows the performance of the S&P 500, ex-dividends, in 2020 and just how far stocks have roared back from their lows.

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  • Career Form

    Posted on December 28, 2020

    Careers Please provide the information below and we will be in touch with you shortly: Name First Last Email PhoneUpload Your RésuméCAPTCHA

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  • Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

    Posted on December 28, 2020

    The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult and economic urgency made signing the bill the logical choice. The need for additional support was evidenced by a 1.2% decline in disposable income (Figure 1).

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  • 17 Things You Need to Know About the New Stimulus Package

    Posted on December 23, 2020

    Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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  • Sonu Varghese

    Posted on December 22, 2020

    Meet Sonu   Sonu has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds. Sonu started his career in finance during the final year of his Ph.D. at Purdue University, when he...read the full article

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  • Vishnu Lekraj

    Posted on December 22, 2020

    Meet Vishnu   Vishnu is the Portfolio Manager for Carson Group’s large cap growth strategy, Mission Opportunity. The strategy seeks to own companies that exhibit high-quality growth characteristics and have the potential for material equity upside. Prior to joining Carson, Vishnu was a Senior Equity Analyst with Morningstar Research Services for over a decade. He was responsible for researching an assigned list of companies in order to provide institutional clients with investment insights and recommendations. Vishnu holds both a master’s and bachelor’s degree in finance from the University of Florida, where he graduated summa cum laude. He is also a...read the full article

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  • How to Make Sense of Retirement and Estate Finance

    Posted on December 22, 2020

    Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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  • Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

    Posted on December 21, 2020

    The economic slowdown continues. Initial jobless claims climbed 885,000 last week. In the face of additional restrictions and heightened health risks, consumers have scaled back activity. Retail and food service sales dipped 1.1% last month (Figure 1).

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