Insights Investments

There’s always some uncertainty around a new Fed chair and how they’ll handle the communication of monetary policy. But it’s usually more around style rather than substance. In Kevin Warsh’s case, the concern is substance, or lack of it. While 12 FOMC members set policy, the chair plays the central role in explaining the thinking …

Cost, quite rightly, is one of the first considerations investors look to when analyzing investment options. How much of an investment’s return is lost to costs? But what costs are they really referring to? It seems that nine times out of ten, the discussion centers on the management fee of a product. Mutual funds, ETFs, …

In this special live episode of Facts vs Feelings from Carson’s Q2 Summit in Chicago, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Nobel Prize-winning economist Dr. Richard Thaler for a conversation that ranges from NFL draft strategy to retirement savings design to …

I have heard the phrase “trillion dollars” more in the past couple of weeks than maybe ever before — so much so that it can be tempting to even shrug off as insignificant, but a trillion is anything but. This Wall Street journal video did a great job explaining the scale of one trillion dollars. …

Thanks for reading this week’s Charts of the Week This week’s charts talk about the re-accelerating labor market, real rates, productivity, and what history shows after a historic rally. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 8-12

Solar stocks are finally seeing brighter skies. After spending much of the past two years under a cloud of higher interest rates, policy uncertainty, and industry oversupply, the crisis in the Middle East has renewed the focus on energy independence and propelled these stocks to be some of the best performers in the market as …

“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos Here are a few things I’ve been thinking about lately. Bad Days Happen Last Friday, the S&P 500 fell 2.6%, marking the worst day of the year. Yes, it didn’t feel good, but after the historic nine-week rally, it would have been foolish …

With the huge run-up in AI-related stocks, the obvious comparison everyone makes is to the 1990s. However, beyond the fact that we have transformational technology in the works now, akin to the internet in the 1990s, there’s not a lot else that’s common. For one thing, real GDP growth averaged 4.5% from 1996-1999, whereas it’s …

Retirement portfolio management presents a fundamentally different set of challenges than accumulation-phase investing. The transition from building wealth to distributing it introduces risks that traditional asset allocation frameworks were never fully designed to address. Among the most compelling structural solutions to emerge from decades of practice is the bucketing investment approach, a time-segmented framework that …

In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now …

Starting this week, the most-watched sporting event on the planet officially kicks off. What makes this year’s FIFA World Cup more special for the United States is that this is the first time our country has served as a host of the tournament since 1994. However, this year’s tournament has two unique traits compared to …