Bear Markets – What to Know

Now is a great time for a “refresher” on bear markets. Scott explains what a bear market is, what the average bear market looks like, how much things typically drop, and how long it takes on average to get back to even after a bear market. Then he shares some good news when it comes…

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Corrections and Crashes and Bear Markets – Oh My!

Scott discusses the current market volatility in relation to market corrections, crashes and bear markets. Give us a call at 844-CARLSON (844-227-5766), and set up a time to speak with an advisor today to discuss your unique situation and plan for retirement.

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April 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on May 6, 2022) I hope you all celebrated Cinco de Mayo with some delicious food!  My favorite is a good beef enchilada.   Stocks had a rough April with the Nasdaq off almost 14%, the S&P over 9% and the Dow was off over 5%.  You can see…

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February 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on March 2, 2022) Today has a good feel, like Spring in Topeka.  It always feels good when the markets run to the upside like they did today, with the three major indices up over 1.6%.  We’ve had a rough February driven by the invasion of Ukraine by…

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Money Lessons We Wish We Learned Sooner

What’s the first big lesson you learned about money? How did you learn it? Many of us start learning about finance as kids.1 We watch those around us, and we learn by trial and error.2 That can teach us some important basics about finance. And it can open the door to learning some of life’s…

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Now & Future Costs

What do you think inflation will do over the next year? What about the next 10 years? When you see the word “inflation,” do you fall asleep? Panic? Click to the next thing? It’s with us all the time, but most of us don’t spend a lot of time thinking about it (beyond noticing higher…

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January 2022 Recap

Written By: Dan Moylan, Chief Investment Officer (on February 1, 2022) The stock market made a correction in January and was painful for all of us owning stocks.  The DOW was off 3.32%, the S&P 5.26 and the Nasdaq 8.98%.  These numbers don’t look as bad as most of the month felt thanks to a…

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Creating Better Financial Behaviors

We can’t control what markets or economies do. But we can control ourselves. No matter how much investing experience you have, uncertainty can get in the way of making good financial decisions. In fact, when market turbulence lets fear creep in, you can become vulnerable to herd behavior, panic, and irrational choices.1 And that can mean…

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December 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on January 5, 2021) December recovered nicely from a down November in stocks with the DOW adding 6.81%, the S&P 5.61% and the NASDAQ ended the month up 2.56%.  2021 ended with a 26.89% gain by the S&P, 21.39% gain for the NASDAQ and 18.73% for the DOW. …

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