Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion The incredible rally continues, justified by some spectacular earnings result …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the discussion focuses on the Federal Reserve’s latest interest rate cut and what it means for investors, markets, and the economy heading into year-end. …
Back to Your Regularly Scheduled Bull Market October is known for volatility that sometimes scares investors to abandon stock positioning, and what’s doubly scary is this often happens just before a year-end rally. Well, this October we’ve again seen big market swings and some scary headlin …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the duo leans into the spooky season to ask whether there are “monsters under the bed” for investors. Despite market worries and talk of volatility, Ryan …
Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm. Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …
The S&P 500 gained 1.7% last week, alternating between up and down days. The index is still a little more than 2% of all-time highs in the spooky month of October (more on that below). We wouldn’t be surprised to see more volatility, but we still think the environment is supportive. Wit …
