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  • 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 …

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  • 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 experience …

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  • 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? Wh …

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  • 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.

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  • 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 …

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  • 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 …

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  • 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.

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  • 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 n …

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  • 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 millio …

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  • The Promise of the Biotech Industry and What It Could Mean to Investors

    Posted on April 14, 2021

    I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from f …

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