Insights Investments

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Peter Lynch 2026 so far feels like a repeat of 2025, as stocks are making new highs around the globe, with gold and silver soaring as well. As we noted in our …

Charts of the 2026 Outlook Thanks for reading our Charts of the 2026 Outlook In this special edition, we’ve pulled together the charts we think matter most as we look ahead to the year to come, covering the economy, markets, policy, and the forces shaping investment outcomes in 2026. Rather than a weekly snapshot, this …

By Blake Anderson, CFA®, Associate Portfolio Manager “Demand for AI compute is skyrocketing.” ~Jensen Huang at Consumer Electronics Show 2026 This year’s Consumer Electronics Show (‘CES’) might as well have been called the ‘Nvidia Show-off Show’ in my opinion. Nvidia used the opening night keynote address to introduce its newest chip family – Rubin – …

The payroll report for the final month of 2025 stayed true to form, with the data all pointing in different directions. The big picture remains the same — a lot of people are working, but hiring is weak for a few reasons. Employers across industries appear reluctant to hire amid economic uncertainty and policy headwinds, …

As we look back at 2025, it’s fair to say the wall of worry was higher than ever. We started last year with pundits warning that the “delayed” recession was finally arriving. We saw massive volatility around “Liberation Day” in April, where the S&P 500 nearly fell into a bear market. We heard constant chatter …

Omaha, Neb. – Jan. 8, 2026 – Carson Group, a leading wealth advisory firm with over $54 billion* in assets under management (AUM), today unveiled its highly anticipated Market Outlook 2026, “Riding the Wave,” forecasting continued economic expansion and robust market performance driven by fiscal stimulus, monetary easing and a historic surge in artificial intelligence (AI) investment. …

“Don’t confuse brains with a bull market.” – Humphrey Neill Stocks have picked up right where they left off in 2025, as the S&P 500 is up for the first three days of the year, and it just hit the first new high of 2026. What is interesting is that this is the first time …

After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026. They revisit why early-year turbulence caught so many investors off …

As we get ready to release our 2026 Outlook, I thought now would be a good time to revisit our 2025 Outlook. I recognize this is rare in our world, as it’s not often you see strategists revisit and reevaluate their calls. We don’t really think of ourselves as forecasters in the strict sense of …

Charts of the Week Thanks for reading this week’s Charts of the Week! We’ll continue to highlight key charts and themes shaping markets. Be sure to check back every Monday for the latest update!

By Blake Anderson, CFA®, Associate Portfolio Manager Warren Buffett’s departure from Berkshire Hathaway doesn’t feel like the typical CEO retirement. Buffett’s leadership of Berkshire Hathaway stands as one of the most impressive track records in corporate America, both from an operational standpoint and an investment performance standpoint. I wrote about Berkshire’s Rise to $1 Trillion …