427 Search Results for:

  • Greg DeGennaro

    Posted on May 13, 2021

    About Greg As a client portfolio manager, Gregory researches and builds investment models based on analysis, combining years of financial services and customer relationship work. He has more than 10 years of experience in financial services, working on the sales desks at PIMCO and  Prudential Annuities. While at PIMCO, he also worked on the Portfolio Analysis Group, a consultative resource for financial advisor clients that provides risk factor analysis of client portfolios. Gregory received a master’s degree in finance from Fairfield University and received a bachelor’s degree in business administration from Boston University. He is also a CFA® charterholder and...read the full article

    Read more
  • Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

    Posted on May 10, 2021

     The U.S. job market added only 266,000 jobs in April, missing expectations of nearly 1 million. March’s gain of more than 900,000 new jobs was revised down to 770,000. The data show the U.S. job market slowed rather than accelerated in April. The leisure and hospitality industry experienced the biggest gains, adding more than 331,000 jobs. Unemployment increased to 6.1% as more workers reentered the labor force and more people became fully vaccinated. The timelier initial jobless claims report fell below 500,000 for the first time since the pandemic began.

    Read more
  • What You Need to Know About Insurance

    Posted on May 7, 2021

    We put together a fact sheet “What You Need to Know About Insurance” to help you determine if you have the right insurance coverage for your and your family’s needs. We’ll look at life insurance, homeowner’s insurance, medical insurance and more to help answer your questions: What is it? Who does it benefit? How much does it cost? How does it work with your financial plan? Fill out the form below to download “What You Need to Know About Insurance.” Download the checklist today to get started.

    Read more
  • Managing Your Wealth with Life Insurance through Life Stages

    Posted on May 6, 2021

    Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

    Read more
  • Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

    Posted on May 3, 2021

     U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a second round of stimulus checks pushed money out to most Americans. Spending increased as well, but not as much as income. Personal consumption rose 4.2%, and services consumption, hindered by COVID concerns, rose only 2.2%.

    Read more
  • How to Fit the Kids’ College into Your Financial Plan

    Posted on April 29, 2021

    There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

    Read more
  • Quarterly Market Outlook Highlights: Q2 2021

    Posted on April 26, 2021

    Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

    Read more
  • Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

    Posted on April 26, 2021

     S&P 500 earnings are exceeding elevated expectations. Before earnings season began, S&P 500 earnings were expected to grow 23.6% as businesses rallied from lower earnings during the COVID shutdowns from one year ago. Based on the first quarter of companies reporting, earnings are now expected to grow more than 33.8%, and revenue is now expected to rise 7.5%.

    Read more
  • Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

    Posted on April 19, 2021

     The U.S. economy seems to be returning to firmer footing based on economic data released last week. Initial jobless claims fell to 576,000 and are the lowest they have been since mid-March 2020. The number of people receiving some form of government jobless support dropped from 18.2 million to 16.9 million, based on data from three weeks ago.

    Read more
  • Strategy Selection

    Posted on April 16, 2021

    Connect with an AdvisorGive us your name and email and we will have an advisor contact you. First Name* Last Name* Email* Phone Number* Wealth Management Strategy Selection Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default. Disciplined Investment Management Disciplined investment strategies are the foundation of our investment management process, which are built...read the full article

    Read more