Insights

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …

Stocks sold off early in the week on disappointing retail sales and industrial production numbers, but they staged a nice bounce on Friday to close out the week. Although some recent data has been disappointing, inflation data continues to show fast improvement, with producer-level inflatio …

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

After one of the worst years ever for investors in 2022, we are quite happy to report that 2023 is off to a much better start. The S&P 500 is already up more than 4% for the year and flirting with the round number of 4,000. Optimism that the economy can avoid a recession (more …

The December payroll report was yet another upside surprise. Monthly payrolls rose by 223,000, above expectations for a 200,000 gain. As Fed Chair Jerome Powell has noted, the economy needs to create about 100,000 jobs a month to keep up with population growth. That’s less than half the cur …

The S&P 500 lost 19.4% in 2022, marking the worst year since 2008 and the fourth worst since World War II (behind 1974, 2002, and 2008). The big loser was the NASDAQ, which fell more than 30% thanks to large-cap tech and growth names lagging the overall market significantly. On the flip …

Why 2023 Should Bounce Back We hope everyone had a great holiday season, and we wish everyone a safe and happy New Year!

Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.   

Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …

When Will the Santa Rally Start?  Last week was rough for equity markets. The S&P 500 Index fell 3.4%. As we noted, December is historically strong for stocks, and we don’t expect 2022 to be any different. It has been the third best month for the S&P 500 since 1950 (April and Novemb …