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Market Commentary: There’s Something About August

Here Comes August, Buckle Up We wish we knew why, but August is a month that tends to have a lot of out-of-the-blue scary events pop up along with a good deal of market volatility. Well, just one trading day into August and the pattern continues. A weak jobs report piled on some negative ta …

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Midyear Market Key Topic: Tariffs

Tariffs have dominated the news and the markets in the first half of 2025, and with few trade deals announced since President Trump’s “Liberation Day” back in April, that seems unlikely to change in the second half of 2025.  Check out what the Carson Investment Research team has to say abou …

Market Commentary: Why You Shouldn’t Fear New Highs

Do you have a fear of heights? This is known as acrophobia, which is something many, many investors have. Studies show the fear of failure hits much harder than the feeling of success. This is why we always remember our favorite sports team’s tough losses much more vividly years later than …

Facts Vs Feelings Take 5 – Where’s the Inflation?

Tariffs, shelter costs, services inflation—what’s really driving prices in the U.S. economy right now? In this week’s Carson Take 5, Ryan and Sonu break down the latest inflation data and what it means for investors, the Federal Reserve, and the markets heading into the second half of 2025. …

Health Savings Account (HSA) Worksheet

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …

A Beginner’s Guide to Market Investment Terms

Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red …

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