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SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Carson Wealth

As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows. Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. for both 2025 and 2026 before dropping to just 4.4%

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Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing

Carson Wealth

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. That’s a slow burn, but a burn nonetheless with economic risks increasing as we get closer to year end and into early 2026. All indices are unmanaged and may not be invested into directly.

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1031 Exchanges vs. Opportunity Zone investments

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Key similarities. options remain broad.

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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! Sure, this is only one indicator, and we suggest following many indicators when making investment decisions, but this is clearly something we wouldnt ignore either. 2026: Up from 2.0% of the time.

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Tax Advisor Weekly News February 28, 2025

Harness Wealth

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

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Market Commentary: Carson Investment Research Presents Its Midyear Outlook 2025: Uncharted Waters

Carson Wealth

The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters last week. But that’s something we’ll look at as we approach the end of the year and start thinking about our Outlook 2026. All indices are unmanaged and may not be invested into directly. Investors cannot invest directly in indexes.