Insights Investments

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 …

2025 was a great year for investors, as stocks made new highs across the globe, bonds had their best year since 2020, and commodities gained overall with gold and silver soaring. Here are three timeless investment lessons from 2025 that we believe investors should pay close attention to in 2026. Beware When Everyone Agrees “If …

Well, that’s a wrap on 2025. While the year came with its share of volatility, shifting narratives, and policy uncertainty, markets once again proved resilient. Beneath the headline moves, several powerful themes shaped returns, from inflationary growth signals and earnings durability to global divergence, commodity portfolio allocation, and investor behavior during drawdowns. To help close …

Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close. They …

Normally by the end of the quarter we get the second estimate for the prior quarter’s GDP growth (which is slightly more reliable than the first estimate). In the case of this Q3 GDP report, we missed the first estimate because of the shutdown and so the second estimate was the first full picture we …