Breakout Confirmed We’ve been expecting stocks to continue their trend higher, but the S&P 500’s move above 4,200 was important. The S&P has closed above this level for two consecutive weeks now, suggesting the strength it has shown in 2023 is legitimate and more gains could be ahea …
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
Wondering what Q4 might bring? Watch Carson Group’s Chief Market Strategist Ryan Detrick’s Quarterly Market Outlook webinar for Q4, now available for viewing on-demand.
Stocks had a solid week, gaining nearly 5%. The jump was sparked by rumors on Friday that the Federal Reserve will raise rates by 75 basis points in November and then consider smaller hikes going forward. The market has priced in an extremely hawkish Fed, and any slight tilt to a more dovis …
It’s not too late to make some adjustments and finish this year fiscally strong. Find out how in our on-demand webinar Keys to Finishing the Year Financially Strong with Carson Group’s Senior Wealth Planners Tom Fridrich and Kevin Oleszewski.
We’ll get to the disappointing inflation data next, but Thursday morning had a pure panic feel to it — potentially the washout that is needed for lows to form.
