551 Search Results for:

  • Mike Lawrence

    Posted on February 24, 2021

    Meet Mike   Mike is a portfolio manager for the QBI Investment Team at Carson Group. He manages and oversees the QBI Low Volatility strategies. Mike brings more than two decades of experience with systematic strategies to Carson, including 16 years as a portfolio manager with Chicago Equity Partners. There, he led a four-member equity portfolio management team responsible for the oversight of more than $1 billion in domestic and international equity strategies. He earned his bachelor’s degree and MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. In...read the full article

    Read more
  • Bobby Schultz

    Posted on February 24, 2021

    Meet Bobby   Bobby is an investment analyst for the QBI Investment Team at Carson Group. As an analyst, Bobby works on the quantitative model and fundamental overlay that support the QBI investment strategies. He earned his bachelor’s degree in finance as well as business intelligence and analytics from Creighton University.   Bobby is originally from Milwaukee, Wisconsin. When he’s not cheering on his favorite teams or enjoying time with friends and family, Bobby likes to ski, play tennis and spend time outside.    [et_pb_cwm_member_favorites _builder_version="4.9.0" _module_preset="default" custom_padding="||100px||false|false" hover_enabled="0" sticky_enabled="0"][/et_pb_cwm_member_favorites]

    Read more
  • How to Finish Strong this Tax Planning Season

    Posted on February 24, 2021

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

    Read more
  • Market Commentary: Stimulus Fuels Retail Sales as Strong Housing Market Faces Hurdles

    Posted on February 22, 2021

    American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.

    Read more
  • Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

    Posted on February 16, 2021

     U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor market. Initial jobless claims fell 19,000 from the previous week but remained stubbornly close to 800,000. Continuing claims were more than 4.5 million.

    Read more
  • What You Need to Know for the Upcoming Tax Season [Video]

    Posted on February 12, 2021

    What You Need to Know for the Upcoming Tax Season Many monumental events that occurred in 2020 affected this country in various ways. Join Jamie Hopkins, Director of Retirement Research, and Krista Thompson, Senior Wealth Planner at Carson Group, as they offers insight on where things stand today.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more
  • What You Need to Know for the Upcoming Tax Season

    Posted on February 12, 2021

    What You Need to Know for the Upcoming Tax Season Many monumental events that occurred in 2020 affected this country in various ways – emotionally, physically, mentally and financially. This includes taxes.   During this on-demand webinar, Carson’s Director of Retirement Research Jamie Hopkins and Senior Wealth Planner Krista Thompson break down where things stand today and how the right tax planning process can help you during tax season.  This on-demand webinar goes over:   ‣   How the coronavirus and market volatility impacted your tax situation ‣   A tax planning process that helps you be tax efficient  ‣   How to be strategic...read the full article

    Read more
  • Tax Tips for Business Owners in a COVID World

    Posted on February 4, 2021

    Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.

    Read more
  • Market Commentary: Rise in COVID-19 Cases Leads to Market Dip Before Holiday Shopping Season

    Posted on November 23, 2020

    Retail data were mixed last week. U.S. retail sales rose 0.3% in October and are now 5.7% higher than one year ago. But as Figure 1 shows, the increase was the smallest since the recovery began. Increased coronavirus cases in October likely pressured purchases lower and moved consumers online. Non-store retailers reported a 3.1% increase in sales.

    Read more
  • Market Commentary: COVID-19 Vaccine Shows Positive Results and Market Soars Even After Tight Election

    Posted on November 9, 2020

    Special Update The first COVID-19 vaccine to announce results reported very positive data early Monday morning. Two notable pharmaceutical and biotech companies announced on Monday their COVID-19 vaccine was more than 90% effective. The study also showed there were no side effects observed in the vaccine trial. The effectiveness is higher than many medical experts expected and represents a major step forward in efforts to contain the virus. News on other vaccine trials is expected in coming weeks and months.

    Read more
  • Comparing Traditional Mortgages and Variable-Rate Mortgages in the COVID-19 Economy

    Posted on August 6, 2020

    Do you know what it was like to buy a house in 1982? You pulled up your Trans Am to the bank where the picture of President Regan hung on the lobby wall and got your checkbook out of your jean jacket. Then you signed up for a 30-year mortgage with a 17% interest rate!

    Read more
  • Market Commentary: S&P Climbs Despite Surge in COVID-19 Cases

    Posted on July 13, 2020

    Stocks continued to climb in the face of an increasing number of new COVID-19 cases and evidence the surge is stifling the economy’s ability to recover. Initial unemployment claims dipped to 1.3 million, but they have remained above 1 million for 16 consecutive weeks.

    Read more
  • Market Commentary: S&P 500 Dips as COVID-19 Cases Surge

    Posted on June 29, 2020

    The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.

    Read more
  • Market Commentary: Investors Optimistic Over Slowing COVID-19 Cases

    Posted on April 20, 2020

    Similarly to last week, investors had to weigh progress fighting COVID-19 and what that means for the future against the economic toll the virus and policies designed to slow it are having on the economy.

    Read more
  • Market Commentary: Stocks Rise in Hopes that COVID-19 Slows

    Posted on April 13, 2020

    Investors were faced with a combination of optimistic and pessimistic news this week and opted to accentuate the positive. Health care data reinforced the gradual success social distancing is having in curtailing the spread of the virus.

    Read more
  • Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

    Posted on February 16, 2021

     U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor market. Initial jobless claims fell 19,000 from the previous week but remained stubbornly close to 800,000. Continuing claims were more than 4.5 million.

    Read more
  • Market Commentary: Federal Interest Rates Remain Low with No Increases Planned

    Posted on February 8, 2021

     The U.S. employment situation remains lackluster. Only 49,000 new jobs were created in January. Unemployment dropped but only because labor force participation fell from 63.4% to 61.4% (Figure 1). As COVID-19 cases have dropped this year, some improvement is expected in coming months. Vaccine distribution remains the most important path toward an improved economy.

    Read more