Understanding Your Employee Benefits

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Abby Meyer, Partnership Manager at Mylo, a Lockton Company, to learn more about understanding your employee benefits.

Market Commentary: Fed Leaves Rates Unchanged, Could Begin Tapering of Asset Purchases this Year

The Federal Reserve met last week, and Chair Jay Powell indicated tapering this year is more likely than not. The decision on when to reduce the central bank’s purchases of government-backed bonds will likely be affected by the employment report released a week from Friday. If labor market …

Market Commentary: Consumer Demand Stays Strong, Continuing Trend Toward Lower Inflation

 Two U.S. economic reports provided reassuring news about the economy. The inflation trend moderated in August. Consumer price inflation (CPI) rose 0.3%, down from 0.5% the previous month and below estimates of a 0.4% increase (Figure 1). Excluding food and energy, prices increased just 0.1%.

Market Commentary: Amid High Worker Demand, Job Openings Rise to 10.9 Million

July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust.

How to Manage Your Health Savings Account

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.

Market Commentary: U.S. Job Creation Slows, Emergency Unemployment Benefits Expire For 7.5 Million People

 The U.S. economy produced just 235,000 new jobs in August, missing expectations of 725,000. Unemployment dipped to 5.2%. Average hourly earnings rose 0.6%, partly because wages continue to rise more rapidly compared to the pre-pandemic pace.

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 …

Market Commentary: Fed Chair Signals Reduction in Bond-Buying Program; S&P 500 Reaches Another All-Time High

 Federal Reserve Chair Jerome Powell joined the chorus of Fed officials signaling the U.S. central bank would reduce its bond-buying program designed to keep long-term interest rates low and sustain the economy during the pandemic. After two strong jobs reports and generally positive econom …

When Should You Collect Social Security

Watch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, to learn more about when is the right time to collect social security.

Market Commentary: S&P 500 Doubles From Its Pandemic Low; U.S. Retail Sales Decline

The benefits provided by recent stimulus packages seem to be fading. U.S. retail sales dipped 1.1% last month and have now declined in two of the last three months [Figure 1]. Declines in motor vehicle and online purchases led the fall. Restaurant sales grew 1.7% in July and continue to reb …

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