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Charitable Gift Planning Strategies for 2020

Videos

Charitable Gift Planning Strategies for 2020

Jamie Hopkins, Director of Retirement Research at Carson, offers key insights and strategies for charitable giving during our on-demand webinar, “Charitable Gift Planning Strategies for 2020.” Click Here to Watch the Webinar

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Market Commentary: Restaurants are Rebounding, but S&P Still Lags

Market Commentary

Market Commentary: Restaurants are Rebounding, but S&P Still Lags

Retail sales figures continued a string of economic data pointing toward slowing growth accompanied by a gradual reopening of state economies. Consumers seem willing to take some risks. Retail and food service sales rose 0.6% last month. (See Chart 1.) Increased sales at restaurants contributed most to the monthly gains.

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NOURISH: Six Weeks of Learning & Practicing Together

Blog

NOURISH: Six Weeks of Learning & Practicing Together

We are in the middle of a lot right now, and it’s hard for many of us in a myriad of ways.  There are things that can help but it is hard to know where to start and even looking can become overwhelming in an overwhelming time.  I feel fortunate in my life to have encountered amazing people and practices that focus on nourishing oneself to improve the quality of one’s life.  There is nothing better than finding something to share with people you care about that ends up making a difference to improve their life.   I always want...read the full article

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Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

Market Commentary

Market Commentary: The S&P fell for the Second Week Straight and Inflation Rises

Stocks continued to retreat as losses on Tuesday were large enough to push the market down more than 2% for the second week in a row. The S&P 500 has retraced 6.7% of its massive rally from the lows in March.

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September 2020 Update: A Recession and a Rally Like No Others

Blog

September 2020 Update: A Recession and a Rally Like No Others

Published By Kerry Meath-Sinkin & Bob Meath We have been through a recession and rally like no other, and no one knows for sure what is coming next.  No one has a crystal ball. There is no consistent thought on what is coming next, and the opinions of experts and economists vary widely. Imagine you had the foreknowledge that a global pandemic and economic collapse was on the horizon at the beginning of 2020, how might you have positioned your investment portfolio?

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Are You Wanting To Give To Charity? Here Are Some Smart Strategies To Maximize Your Gift

Blog

Are You Wanting To Give To Charity? Here Are Some Smart Strategies To Maximize Your Gift

Written by Kerry Meath-Sinkin CFP®AIF®, Partner & Wealth Advisor Our kids attend a small school in Minneapolis. Like so many other small schools, our school doesn’t have an endowment or huge extra fund of money to support themselves during a time like this.  The school needs help and families want to help.  I happened to be talking to a good friend of ours about our kiddos school and they mentioned they were going to make a donation.  Then they told me they were going to get the donation funds by selling some stock they have owned for a long time....read the full article

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Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

Market Commentary

Market Commentary: Sharp Decline in S&P 500 Could Signal More Volatility

Investors were reminded stock investing comes with volatility as the S&P 500 dropped 3.5% on Thursday and declined 2.3% for the week. The downside pressure was felt most directly by stocks that had performed best. Figure 1 shows the best performing stocks this year (furthest to the right) lagged during the downturn (closest to the bottom).

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Rewirement: Rewiring The Way You Think About Retirement

Videos

Rewirement: Rewiring The Way You Think About Retirement

Jamie Hopkins, Director of Retirement Research at Carson, hosts “Rewirement: Rewiring The Way You Think About Retirement.” A lot has changed since your parents retired, and the world is a more expensive, complex place: Click Here to Watch the Webinar

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How to Invest Creatively in Your Fall Vacation this Year

Monthly Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

Market Commentary

Market Commentary: Higher Inflation Expected in Coming Years, S&P Sees More Gains

The Federal Reserve announced a major policy revision last week. The revised strategy indicates rates will stay low for a long period of time and will increase slower than in past rate cycles. The report and a subsequent speech by Fed Chair Jay Powell indicate the Fed will allow inflation to move above its 2% target to make up for periods when inflation has been less than 2%.

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