Market Commentary June 2026
Our latest thoughts on the market.
Market Commentary May 2026
Our latest thoughts on the market.
Market Commentary April 2026
Our latest thoughts on the market.
Market Commentary March 2026
Our latest thoughts on the market.
Market Commentary February 2026
Our latest thoughts on the market.
Market Commentary January 2026
Our latest thoughts on the market.
Market Commentary December 2025
Our latest thoughts on the market.
Market Commentary November 2025
Our latest thoughts on the market.
Market Commentary October 2025
Our latest thoughts on the market.
Market Commentary September 2025
Our latest thoughts on the market.
Advice Beyond Investments August 2025
Financial planning tips beyond our investment and market analysis
Market Commentary August 2025
Our latest thoughts on the market.
Market Commentary July 2025
Our latest thoughts on the market.
Market Commentary June 2025
Our latest thoughts on the market.
Market Commentary May 2025
Our latest thoughts on the market.
Market Commentary April 2025
Our latest thoughts on the market.
Market Commentary March 2025
Out latest thoughts on the market.
Market Commentary February 2025
Our latest thoughts on the market.
Market Commentary January 2025
Our latest thoughts on the market.
Advice Beyond Investments January 2025
Financial planning tips beyond our investment and market analysis
Market Commentary December 2024
Our latest thoughts on the market.
Market Commentary November 2024
Our latest thoughts on the market.
Market Commentary October 2024
Our latest thoughts on the market.
Market Commentary September 2024
Our latest thoughts on the market.
Market Commentary August 2024
Our latest thoughts on the market.
Market Commentary July 2024
Our latest thoughts on the market.
Social Security
Learn more about the long-term health of Social Security and how changes could impact your finances.
Market Commentary May 2024
Our latest thoughts on the market.
Market Commentary April 2024
Our latest thoughts on the market.
Market Commentary March 2024
Our latest thoughts on the market.
Market Commentary February 2024
Our latest thoughts on the market.
Market Commentary January 2024
Our latest thoughts on the market.
Advice Beyond Investments January 2024
Financial planning tips beyond our investment and market insights.
Market Commentary December 2023
Our latest thoughts on the market.
Market Commentary November 2023
Our latest thoughts on the market
Market Commentary October 2023
Our latest notes on the market.
Market Commentary September 2023
Our latest notes on the market.
Market Commentary August 2023
Our latest notes on the market.
Advice Beyond Investments July 2023
Financial planning tips beyond our investment and market insights.
Market Commentary July 2023
Our latest notes on the market.
Market Commentary June 2023
Our latest notes on the market.
Market Commentary May 2023
Our latest notes on the market.
Market Commentary April 2023
Our latest notes on the market
Advice Beyond Investments April 2023
Financial planning tips beyond our investment and market insights
Market Commentary March 2023
Out latest notes on the market
Market Commentary February 2023
Our latest notes on the market
Murray Carter celebrates 25 years at Janney
This month we are celebrating a major milestone for Murray as he hits his 25 year anniversary with Janney!
Market Commentary January 2023
Our latest notes on the market
Advice Beyond Investments December 2022
Financial planning tips beyond our investment and market insights
Market Commentary December 2022
Our latest notes on the market
Market Commentary November 2022
Our latest notes on the market
Advice Beyond Investments September 2022
Financial planning tips beyond our investment and market insights
Market Commentary September 2022
Our latest notes on the market
August 2022 Market Commentary
Our latest notes on the market
July 2022 Market Commentary
Our latest notes on the market
Advice Beyond Investments June 2022
Financial planning tips beyond our investment and market insights
June 2022 Market Commentary
Our latest notes on the market
May 2022 Market Commentary
Our latest notes on the market
April 2022 Market Update
Our latest notes on the market
Advice Beyond Investments March 2022
Financial planning tips beyond our investment and market insights
January 2022 Market Commentary
Our Thoughts on the Market...A More Challenging Year Ahead
October 2021 Market Commentary
Our latest notes on the market
July 2021 Market Commentary
Our latest notes on the market
Our Thoughts on Inflation
Our Thought on Inflation
April 2021 Market Commentary
Our latest notes on the market
February 2020 Market Commentary
Our process suggests another positive year for the stock market
CSG Capital Partners Carter Named to Financial Times' 2020 Top 401 Retirement Advisors
CSG Capital Partners' Carter Named to Top Retirement Advisors List by FT
Is It Time to Think About Tax-Free Income?
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look for ways to increase revenue to compensate for this spending and increase income taxes as a result. That's why it might be a good time to think about ways to help reduce your taxable income. Here are three potential sources of tax-free income to consider.
Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks.
October 2020 Market Commentary
Our process suggests that the 4th quarter will be positive for the stock market, albeit with the potential for heightened volatility.
July 2020 Market Commentary
After unprecedented decline in the markets in Q1 and encouraging developments for investors in Q2, we see recovery on the horizon although volatility should be expected.
January 2020 Market Commentary
Our team’s commentaries on the market have been consistently bullish over the past several years, and our indicators still suggest that more stock market gains are in store for 2020. When there was much talk of a coming recession last summer, we said unequivocally that there would not be one in the near term. When the market made a new high in late October, we wrote that the market was healthy, new highs were in store, and that we might even experience a market “melt-up” into the end of the year. The S&P 500 rallied 6.28% from the new closing high on October 28th through the end of the year. The same process that guided us to those conclusions remain positive on the stock market into 2020.
October 2019 Market Commentary
While some economists are predicting an imminent recession, the data still suggests that the economy is in a low-growth holding pattern. Our process acknowledges these risks, but suggests that the market will go on to new highs.
July 2019 Market Commentary
July 2019
According to an old investing adage, bull markets “climb a wall of worry”. That means that markets tend to grind higher in an environment laden with risks. Only once all apparent risks are in the rearview mirror, and everyone is bullish, does the market reach its peak. The “wall” that the current bull market has scaled to this point include worries about a double dip recession, a European banking crisis, fed rate hikes, a slowdown in China, and unpredictable politics. 2019 has seen renewed fears about trade policies and a global slowdown establish new bricks in this wall of worry. Our process acknowledges the myriad of risks in the market today, but concludes that the market is likely to continue higher.
What Would It Take For You To Retire Today?
Financial planning brings a lot of emotions to the surface for those embarking on the exercise of trying to figure out how the next 5, 10, 15 years might look like. Generally, the output calls for working well into your 60s, maybe even 70s, to be able to save ‘enough’ to retire and maintain a particular lifestyle. Are you stressed out reading this yet? You’re not alone.
Murray Carter Named to 2019 Financial Times Top 400 Financial Advisors List
Murray Carter of CSG Capital Partners in Washington, DC has been honored by Financial Times in its 2019 list of the “Top 400 Financial Advisors.”
Saving vs Spending
Do you want to be wealthy or appear to be wealthy? Do your actions around savings and spending reflect your answer?
The National Association of Plan Advisors (NAPA) Names CSG Capital Partners to its Top DC Advisor Team List
The National Association of Plan Advisors (NAPA) Names CSG Capital Partners to its Top DC Advisor Team List
Murray Carter Named to 2018 Financial Times 400 Top Financial Advisors
Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased to announce that Murray Carter of CSG Capital Partners in Washington, DC has been honored by Financial Times in its 2018 list of the “Top 400 Financial Advisors.”
July 2020 Market Commentary
After unprecedented decline in the markets in Q1 and encouraging developments for investors in Q2, we see recovery on the horizon although volatility should be expected.
Murray Carter Interviewed in Financial Advisor IQ
CSG’s Executive Vice President of Wealth Management Murray Carter was recently interviewed in the Financial Times’ Financial Advisor IQ (FA-IQ).
A message from Tom Hansen
Thank you for the journey: Tom's retirement message
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Building a Personalized Asset Allocation for Today’s Markets
A well-defined asset allocation is the foundation of any successful investment strategy. It shapes how your portfolio responds to market changes, balances risk and return, and ultimately helps you stay on track toward your long-term financial goals.
