In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
The benefits provided by recent stimulus packages seem to be fading. U.S. retail sales dipped 1.1% last month and have now declined in two of the last three months [Figure 1]. Declines in motor vehicle and online purchases led the fall. Restaurant sales grew 1.7% in July and continue to reb …
My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.
Core inflation moderated significantly last month, rising only 0.3% after jumping 0.9% in June. Used vehicle prices, which rose 10.2% in June, increased only 0.2% in July. Core CPI excludes food and energy prices, which rose 0.7% and 1.5% respectively. Those two categories propelled overall …
Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, to learn more about when is the right time for a roth conversion.
A strong U.S. employment report was the top market event last week. Payrolls surged 943,000, and the prior two months were revised higher by 119,000 (Figure 1). Restaurants and bars continue to rehire workers as activity expands. The leisure and hospitality segment, which includes eating e …
When a problem is 14 or 15 years away, there’s not great urgency to fix it. But when that problem comes within a decade, that’s a different story. You’ve likely read that the Social Security trust fund is going to run out of money by 2034, but with the looming Trustees of the Social Securit …
