November 2023 Market Commentary
Our latest thoughts on the market
October 2023 Market Commentary
Our latest notes on the market.
September 2023 Market Commentary
Our latest notes on the market.
August 2023 Market Commentary
Our latest notes on the market.
Advice Beyond Investments July 2023
Financial planning tips beyond our investment and market insights.
July 2023 Market Commentary
Our latest notes on the market.
June 2023 Market Commentary
Our latest notes on the market.
May 2023 Market Commentary
Our latest notes on the market.
April 2023 Market Commentary
Our latest notes on the market
Advice Beyond Investments April 2023
Financial planning tips beyond our investment and market insights
March 2023 Market Commentary
Out latest notes on the market
February 2023 Market Commentary
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!
January 2023 Market Commentary
Our latest notes on the market
Advice Beyond Investments December 2022
Financial planning tips beyond our investment and market insights
December 2022 Market Commentary
Our latest notes on the market
November 2022 Market Commentary
Our latest notes on the market
Advice Beyond Investments September 2022
Financial planning tips beyond our investment and market insights
September 2022 Market Commentary
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).
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Which Programs Should You Consider To Cover Health Care Costs?
With health care fees climbing, identifying a few ways to help meet those surging costs may provide your with peace of mind.
Reposition Assets For Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
Can You Benefit From a Qualified Personal Residence Trust?
If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.
