Collective Advisors

02/24/2026

Markets climbed last week even as headlines focused on Iran tensions and a major Supreme Court ruling on tariffs.

History suggests geopolitics can spark volatility, but earnings often matter more. With profits up 13% year over year, the fundamentals remain supportive.

Our latest Market Commentary breaks down what the IEEPA decision means for tariffs, margins, and stocks from here:

Learn more about how the S&P 500 climbed more than 1% in a holiday-shortened week despite rising worries that the US could strike Iran at any moment.

02/12/2026

Fiscal and monetary policy are expected to play a major role in shaping markets in 2026. From higher deficits and tax-driven spending to inflation uncertainty and actions by the Federal Reserve, these forces could create both tailwinds and risks for investors.

This overview breaks down what to watch in the year ahead:

Learn how fiscal and monetary policy in 2026 could create tailwinds or risks for investors, and get guidance from Carson Wealth.

02/10/2026

It was a volatile week for markets, but the underlying picture remains constructive. Earnings and profit margins continue to strengthen, market leadership is rotating, and breadth is improving. Here’s what last week’s moves may signal for investors focused on the bigger picture:

Learn more about how stocks saw a big mid-week meltdown thanks to worries over software and technology.

02/04/2026

Markets finished 2025 on a strong note, but that doesn’t mean the year ahead will be straightforward.

As 2026 begins, investors are weighing questions around AI spending, the durability of this bull market, and what to expect from the Federal Reserve, with volatility still very much part of the picture.

This on-demand webinar walks through those themes and the broader market context as the year gets underway. Watch now:

The markets finished 2025 on a strong note, but questions and potential headwinds exist as we head into 2026.

02/03/2026

One thing January reinforced is how quickly market leadership can change.

Stocks finished the month higher, while shifting expectations around the Federal Reserve sparked significant moves in areas like precious metals. It’s early, but historically, a positive January has often been a helpful signal for the months that follow.

More broadly, diversification continues to matter as leadership extends beyond a narrow group of stocks.

Here’s how we’re interpreting these early developments as 2026 begins:

Learn more about how the S&P 500 finished a headline-heavy January with a gain for the month.

01/27/2026

Markets reacted sharply to political concerns early last week, then recovered just as quickly.

That dynamic has repeated itself many times over the years. While policy proposals can drive short-term volatility, long-term market performance has consistently been driven by fundamentals.

This week’s market commentary walks through that context:

Learn more about how the next few weeks will be the heart of fourth-quarter earnings season.this is still a bull market and we continue to expect to see higher prices, but it won’t be a smooth ride.

01/22/2026

Last week, the Collective team gathered in Wimberley for an offsite strategy retreat focused on reflection, alignment, and planning for the future. We spent time reviewing the past year, clarifying our long-term vision, and identifying opportunities to continue strengthening the firm.

The conversations centered on how we grow thoughtfully, support one another as a team, and deliver an even more engaging, consistent experience for our clients. The retreat helped ensure we’re aligned around our priorities and positioned to serve clients with intention and excellence in the years ahead.

Of course, it wasn’t all work. The retreat also delivered plenty of fun — including a memorable dinner at Tillie’s in Dripping Springs, an intense game of Spoons that culminated in a dramatic Adam vs. Nolan showdown, relaxed campfire conversations, a classic game of P-I-G, trivia, and a variety of team-building activities. It was the perfect mix of strategy, connection, and laughter — and a great way to kick off planning for what’s next.

01/21/2026

The market is off to a solid start in 2026, but the headline gains don’t tell the full story.

Market participation is broadening beyond last year’s leaders, leadership is rotating, and inflation data remains uneven beneath the surface. With earnings season underway, the next few weeks may offer clearer signals on whether this rally has staying power.

Here’s how we’re thinking about what’s driving markets right now:

Learn more about how last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave

01/19/2026

Today we recognize and honor the legacy of Dr. Martin Luther King Jr.—a transformative leader whose wisdom, courage, and commitment to justice continue to inspire. The markets are closed today in recognition, and we hope you’re able to take a moment to reflect on Dr. King’s enduring impact.

01/15/2026

Markets don’t move in straight lines, even during strong expansions.

In 2026, understanding what’s driving growth and why volatility happens can help investors stay focused when things get noisy.

Learn what we’re watching this year:

Learn more about how last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave

01/07/2026

If managing money were only about picking investments, most people wouldn’t look for advice.

The harder part is staying disciplined through volatility, coordinating decisions across taxes and estate planning, and adjusting as goals change.

That’s where financial advice earns its value.

This article breaks down five benefits that explain why many people choose to work with an advisor.

Should you work with a financial advisor? We’ll show you the benefits of financial advice. Learn more about how a financial advisor can help you pursue your goals.