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  • Special Market Commentary: What’s Stressing Out Stocks? These Market Inflection Points

    Posted on May 13, 2022

    So far, 2022 is faring to have one of the worst ever starts for stock returns. Only 1932 and 1939 have proven to be more difficult through the first four calendar months. The reasons are numerous and front-of-mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, the highest inflation rates in 40 years, and the prospects for a contentious mid-term election right around the corner.

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  • Life Insurance

    Posted on May 10, 2022

    Bowen Thigpen, CFP®, Wealth Advisor   “I hate insurance.” “I don’t want to jinx myself.” “Nothing is going to happen to me, so why would I ever buy it?” “My wife is going to remarry someone, hopefully someone rich. She’ll be fine.”

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  • How to Pick an Insurance Policy

    Posted on May 9, 2022

    Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This resource helps you identify your insurance goals, offers basic guidance on how to pick the optimal policy and outlines when to work with your professional to update your coverage. Download the checklist today to get started.  

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  • Market Commentary: U.S. and U.K. Central Banks Offer Contradictory Outlooks, Making for a Rollercoaster Market Week

    Posted on May 9, 2022

    Market volatility surged last week, although the end result for the S&P 500 was a decline of only 0.2%. Central banks were the main culprits for the volatility. On Wednesday, the Federal Reserve announced it would raise rates 0.5% and clarified plans on how it will shrink its balance sheet. In the subsequent press conference, Fed Chair Jay Powell announced there are no plans for rate increases of 0.75% in a single meeting. Those comments contributed to a sharp rally in the S&P 500, which increased almost 3% on Wednesday.

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  • Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs

    Posted on May 9, 2022

    By Matt Lewis, Vice President, Insurance  Just because we express a desire to do something, doesn’t mean we’ll do it.  

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  • Market Commentary: Despite Disappointing GDP, Underlying Strength Keeps U.S. Economy on Solid Footing

    Posted on May 2, 2022

    Market volatility continued last week as global markets tried to digest a slew of earnings reports and economic updates. Likely the biggest release was the U.S. GDP report for the first quarter, which showed the U.S. economy contracted by an annualized 1.4% over the first three months of the year. While the market initially responded positively, it was obvious by the end of the week that equity markets were nervous.

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  • Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan

    Posted on May 2, 2022

    Ryan Yamada, CFP®, Senior Wealth Planner  It was late one afternoon when I received the call from a retired client.  

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  • Five Reasons Your IRA is Deflating, and What to Do About It

    Posted on April 25, 2022

    By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.

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  • Market Commentary: As Fed Mulls Bigger Rate Hike, 2022 Bond Market Trending to be Most Volatile in Decades

    Posted on April 25, 2022

    Markets reflected the jittery disposition of investors. The rapid move in interest rates and persistent inflation have unnerved some investors and contributed to higher volatility. Volatility has risen in most asset classes, but bond investors have experienced the biggest swings. 2022 is tied with 1994 for the second-most large declines in the last 29 years. And 2022 has more than seven months to go! (See Figure 1.)

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  • Q2 2022: Quarterly Market Outlook

    Posted on April 25, 2022

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

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