News and commentory VIEW MORE + 529 Plans Explained: A Smarter Way to Save | Cary Street Partners Saving for school? This guide for 529 plans outlines what they are and how they can benefit you and your family. VIEW MORE + Wealth Wisdom: How to Protect Your Finances Against Scams | Cary Street Partners As AI strengthens, the answer to "What is a scam?" becomes increasingly blurry. Here are some tips to protect yourself. VIEW MORE + After a Wild Ride, U.S. Stocks Rally | Cary Street Partners In this month's commentary, CIO Matthew Rubin discusses how April tested investors' resolve, yet a cautious optimism springs. VIEW MORE + Market Recovers Amid Trade Optimism While Fed Remains Patient | Cary Street Partners Cary Street Partners CIO Matthew Rubin talks the current economic outlook by highlighting three key points. VIEW MORE + Virginia Beach Connections 1Q 2025 | Cary Street Partners Most investors start their journey focused on accumulating wealth–ensuring they have “enough.” But once that threshold is crossed, the focus shifts. VIEW MORE + Cary Street Partners Announces Strategic Investment to Propel Growth | Cary Street Partners Cary Street Partners has entered a new partnership with private equity-backed CIVC Partners to help accelerate growth and enhance the services offered. This... VIEW MORE + Cary Street Partners Recognized as One of USA Today’s Top Financial Advisory Firms for 2025 | Cary Street Partners For a third consecutive year, USA Today and Statista have named Cary Street Partners among the top 500 financial advisory firms in the country for 2025. The... VIEW MORE + Cary Street Partners Takes On New Strategic Partner | Cary Street Partners Cary Street Partners Financial (“CSP”) and CIVC Partners (“CIVC”) today announced a strategic partnership, led by a significant investment by CIVC. This... VIEW MORE + Street SMARTS: Q1 Commentary 2025 | Cary Street Partners Domestic equities struggle. Public policy uncertainty looms. Here are the challenges and opportunities shaping market performance. VIEW MORE + Asset Management Viewpoints: European Resurgence | Cary Street Partners As international markets surge in 2025, discovering underlying factors and implications for investors becomes essential in navigating the shifting landscape. VIEW MORE + Street SMARTS: March Commentary 2025 | Cary Street Partners Markets have been quiet up until the last two weeks, maybe too quiet. As public policy uncertainty, particularly around tariffs, has spiked recently, equities have begun to wobble. VIEW MORE + Virginia Beach Connections 4Q 2024 | Cary Street Partners Although there were many risks present in the market (i.e. geopolitical uncertainty, elections, high prices, earnings, etc.), the market as measured by the S&P 500 finished the year up 23.31%. The markets today are like a tightrope walker crossing a high wire with strong winds – fully aware of the risks but moving forward with VIEW MORE + Street SMARTS: February Commentary 2025 | Cary Street Partners Following a rough December, stocks got off to a good start in 2025 as the gap between the Mag 7 and the S&P 493 is still expected to narrow. See what this... VIEW MORE + Asset Management Viewpoints: Private Versus Public Performance | Cary Street Partners A deeper understanding of recent performance trends and future outlooks reveals intriguing implications for equity strategies. VIEW MORE + 2025 Market Outlook | Cary Street Partners Explore the trends and forecasts shaping the market landscape and gain valuable insights with our market outlook for 2025. VIEW MORE + Street SMARTS: December Commentary 2024 | Cary Street Partners November saw equities surge, but with bullish sentiment nearing extremes and potential market shifts on the horizon, a strategic approach to investment could... VIEW MORE + Asset Management Viewpoints: Beyond the Ballot: Voting Day Reverberations | Cary Street Partners What implications does the November 5 US elections have on yields, mortgage rates and the overall market? VIEW MORE + Virginia Beach Connections 3Q 2024 | Cary Street Partners The S&P 500 continued its upward trend in the third quarter, finishing up 5.25% as of September 30, 2024. So far this year, the market is up 20.81% VIEW MORE + Street SMARTS: November Commentary 2024 | Cary Street Partners An update on the recent rise in yields and the fears driving it. Is this a return of the "bond vigilantes?" VIEW MORE + Asset Management Viewpoints: Risk is Always With Us | Cary Street Partners Election implications? Middle East tensions? War in Ukraine? Striking port workers? Hurricanes? Or is it something else? What are the biggest market risks?
