Carson Group
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
Under the Hood: A Journey to the Clouds
The stocks known as the “Magnificent Seven” – Microsoft, Meta, Amazon, Alphabet, Nvidia, Apple, and Tesla – have buoyed major indices throughout the year, fueled by the growing enthusiasm surrounding Artificial Intelligence (AI). As the third quarter earnings approached, all eyes were fixed on this elite group due to the remarkable performance of their stocks …
Carson Group
October 30, 2023
Under The Hood: Early Takeaways from Third Quarter Earnings
JPMorgan marked the start of third quarter earnings and cast a surprisingly positive light on the market. The financial sector had been under a shadow, with concerns lingering that rising rates on deposits would pressure margins and that credit losses would increase. Despite the worries, the issues didn’t materialize, at least for the largest banks. …
Carson Group
October 23, 2023
Shaping America: A Weight Loss Phenomenon
O-O-O-Ozempic, you know the commercial. Weight loss drugs have enjoyed a stunning debut. Novo Nordisk, the Danish drugmaker, is now the largest company in Europe, thanks to the sensational success of Ozempic, also known as Wegovy. While the GLP-1 class of diabetes drugs has been around for years, it was recently proven to have potent …
Carson Group
October 16, 2023
Harvesting Insights: A Third Quarter Earnings Preview
Ah, the unmistakable signs of Fall are here – the crisp chill in the air, pumpkin spice adding autumnal warmth to seemingly every store shelf, and the lush green foliage gracefully yielding to a kaleidoscope ablaze with vivid colors. Yes, Fall is upon us which of course means third quarter earnings are approaching. Much like …
Carson Group
October 9, 2023
Has Tech Lost its Mojo? A Market Overview
In the ever-evolving world of investing, markets can shift in the blink of an eye. While a mere few weeks do not necessarily establish a solid trend, it’s hard not to notice that the Technology Sector, which had been a front-runner for a significant part of the year, seems to have taken a backseat. Since …
Carson Group
October 2, 2023