Carson Group
Under the Hood: Fourth Quarter Earnings Kickoff
JP Morgan kicked off earnings season on Friday as the bank wrapped up its most profitable year ever. While the prospect of lower interest rates in 2024 may temper record profits, the outlook was more optimistic than anticipated. Jamie Dimon, the bank’s Chairman and CEO, acknowledged that the company is over-earning on both interest income …
Carson Group
January 16, 2024
Outlook 2024: Seeing Eye to Eye
Despite fears of rising inflation and a recession as we entered 2023, the economy now appears to be on track for a soft landing as we head into 2024. But the new year brings new questions and concerns.
Carson Group
January 11, 2024
AI in Financial Advisory: A Positive Evolution
The initial apprehension surrounding artificial intelligence (AI), and how it might replace financial advisors, is morphing into an inspirational phase of uncertainty. Advisors are gradually incorporating AI into their daily routines, utilizing it for tasks such as drafting emails or scheduling appointments. While AI can’t replace the essence of a personal relationship, it significantly enhances …
Carson Group
January 8, 2024
The Healthcare Sector in 2023: More Progress than Meets the Eye
The healthcare sector’s return is little changed over the past twelve months, masking a volatile narrative that unfolded in what proved to be an eventful year for the industry. 2023 was a year of big accomplishments for healthcare that were overshadowed by interest rate hikes and an industry still normalizing following the pandemic. The sector …
Carson Group
January 3, 2024
Pioneering Progress: A Compelling Need for a Fund Solely Focused on Women in Leadership
Background: A Shifting Environment Focused on Aligning Investment and Values The investment landscape is undergoing a paradigm shift, characterized by investors increasingly seeking to harmonize their financial portfolios with their deeply held beliefs and values. Thematic investing has emerged as a powerful avenue for clients to translate their convictions into tangible financial actions. This approach …
Carson Group
December 19, 2023
Thoughts on Investing with Peak Interest Rates
The Federal Reserve (Fed) has indicated a potential pause in interest rate hikes and the futures market suggests cuts might occur in early to mid2024 if inflation continues to ease. As the consensus shifts towards interest rates currently being at their peak, attention turns to investments that historically perform well when the Fed starts to …
Carson Group
December 18, 2023
Start Strong and Dream Bigger: Your Framework for Goal Setting for 2024
Famed Italian artist Michelangelo said, “The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” If you’re reading this, you’re likely in one of three categories: You love goal setting, and you’re constantly searching for new …
Carson Group
December 12, 2023
A Charged Future: The Opportunity for Utilities
In the world of finance, the utilities sector is often considered the most boring of all. With its regulated nature and slower earnings growth, it’s not exactly the most exciting place to invest. These companies, burdened by their capital-intensive nature, funnel most of their cash into infrastructure while sparing a portion for shareholders through dividends. …
Carson Group
November 20, 2023
Under the Hood: Q3 Earnings Wrap and a Glimpse Ahead
As the third quarter earnings season draws to a close, attention shifts to the outlook for the coming year. A prevalent theme across industries is a return to normalcy. The COVID pandemic wrought widespread disruption in supply chains and labor markets, coupled with enduring shifts in consumer preferences that have shaped multi-year trends. With more …
Carson Group
November 13, 2023
Don’t Wing It: Be Intentional About Your Success Through Blueprinting
You don’t often find great leaders who accidentally created a successful business. They are intentional about designing their vision and then making it a reality. Carson Executive Business Coach Gerry Herbison recently wrote in the Journal of Financial Planning that you wouldn’t build a house without a blueprint. That’s just asking for wasted time and …
Carson Group
November 8, 2023