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  • Matt Lewis

    Posted on July 28, 2021

    Meet Matt   Matt is responsible for building, leading and managing Carson Group Insurance, an insurance offering that supports Carson Group in the preparation, presentation and implementation of insurance for clients of the firm. Matt works to ensure that our advisors have the best solutions to meet their clients’ every need when it comes to insurance and how it fits into their overall financial plan. Matt has spent the last 22-plus years working for a major insurance carrier both in the corporate home offices in a variety of roles and as the Managing Director of a large field office. Matt...read the full article

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  • 5 Risk Factors to Watch in the Third Quarter of 2021

    Posted on July 28, 2021

    Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

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  • Market Commentary: Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims and Stocks

    Posted on July 26, 2021

    The more contagious Delta variant has contributed to a 172% increase in U.S. COVID-19 cases over the last two weeks. The spike is raising concerns some social distancing measures may be reenacted. Initial jobless claims are increasing. Last week claims jumped above 400,000 after staying below that threshold for several weeks.

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  • Quarterly Market Outlook: Q3 2021

    Posted on July 23, 2021

    Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, for this Quarterly Market Outlook. Click Here to Watch the Webinar

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  • Quarterly Market Outlook Highlights: Q3 2021

    Posted on July 22, 2021

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

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  • Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound

    Posted on July 19, 2021

    Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in used vehicle prices.

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  • What to Consider if You Receive the Monthly Child Tax Credit Payments

    Posted on July 16, 2021

    The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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  • Market Commentary: Second Quarter Key Events To Know; Future Growth Expectations Are Mixed

    Posted on July 12, 2021

    The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustained economic recovery.

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  • How to Build a Succession Plan for Your Business

    Posted on July 12, 2021

    Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Managing Director of Mergers and Acquisitions, Jason Carver, to learn more about how to build a succession plan for your business. Click Here to Watch the Webinar

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  • Business Succession Planning Checklist

    Posted on July 6, 2021

    The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible.  You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the form below to download the checklist: Download the checklist today to get started.

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