Carnegie Investment Counsel Blog

Reading the Tea Leaves: How Do We Understand Consumer Confidence?

Posted by Lynn Najman on Jun 5, 2025 10:27:27 AM

A few days ago, the University of Michigan released its final reading for the Consumer Sentiment Index through May. The measure matched the prior month’s reading of 52.2 but remains well below the 71.7 reading we saw in January. The Conference Board’s own release of the Consumer Confidence clocked in at a very high 98, up from the April reading of 85.7 but down from January’s 104. Why are these indices so important to follow, and what are they telling us?

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Topics: Investing

Monthly Market Commentary: June 2025

Posted by Carnegie Investment Counsel on Jun 3, 2025 11:57:41 AM

What We're Watching in June

Summer is here, and while many take time to unwind and travel, the markets remain in constant motion. For those who closely follow financial news, the headlines often point in conflicting directions. At Carnegie, we cut through the noise by staying grounded in long-term fundamentals, thoughtful portfolio positioning, and informed decision-making. 

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Topics: Investing

Economic Tailwinds from AI’s CapEx

Posted by David K. Laidlaw, CFA on May 29, 2025 9:00:01 AM

Economic Tailwinds from AI’s CapEx  

This year, the markets have been driven by the administration’s tariff policies.  When higher than expected tariffs have been threatened or imposed, common stocks and fixed-income securities have lost value. On the other hand, lower tariff rates or delays in the assessment of these taxes have caused the markets to rebound. While these policy changes are extremely important, the secular growth in capital expenditures necessary to build out infrastructure for Artificial Intelligence (AI) is not getting the coverage that it deserves.

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Topics: Investing

Volatility vs Long-Term Trends

Posted by Benjamin D. Connard on May 1, 2025 11:58:44 AM

Volatility vs Long-Term Trends

Volatility in the market has spiked during the last month, coinciding with the Trump Administration’s tariff rollout. The rollout has been accompanied by shifting levels in the tariff, uncertainty when and where they will be implemented, and an escalating trade war with China. Equities have reacted negatively leading to headlines indicating how far the indexes have fallen off the peak.

The resulting chart can be a little unsettling.

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Topics: Investing

Is Cash King? Liquid Assets and Financial Planning

Posted by Carnegie Investment Counsel on Jan 19, 2023 2:00:00 PM

When it comes to years when both stocks and bonds see poor performance, investors may begin to wonder if it’s better to have their money in liquid assets such as cash, as opposed to investments such as bonds and stocks. In other words, is cash king? Let’s see.

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Topics: Investing, Investment Management

What Is Proxy Voting? And What About Corporate Class Action Lawsuits?

Posted by Greg Halter, CFA on Dec 8, 2022 2:00:00 PM

When you own shares of a company, whether it’s a single share or thousands of shares, two things you must deal with are proxy voting and corporate class action lawsuits. Both are often quite tedious, but the good news is that when you work with a Carnegie advisor, we can handle them for you. Here’s everything you need to know about proxy voting, corporate class action lawsuits and how Carnegie handles them.

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Topics: Investing, Stocks, Investment Management

5 Megatrends that May (or May Not) Impact Your Investments in 2022

Posted by Greg Halter, CFA on Jul 28, 2022 2:00:00 PM

Trends come and go, but some don’t leave before impacting your investments first. The problem is parsing through all the trends and figuring out which will or will not impact your portfolio. Of course, long-term investing is founded on principles that go beyond merely chasing the latest trend. But that doesn’t mean ignoring trends completely. At Carnegie, we believe in striking a balance by remaining aware of trends, but not being shackled to them. With that in mind, here are five megatrends and the impact we expect them to have on the market.

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Topics: Investing, Artificial Intelligence, Technology, Investment Management

Selling Your Business: Investing to Make Your Payout Last a Lifetime

Posted by Carnegie Investment Counsel on Mar 1, 2022 1:30:00 PM

All your hard work over the years has finally paid off and you’re selling your business. This is an exciting time, but it’s also full of decisions that will impact you for the rest of your life. No matter how large your payout, making it last requires planning. Here’s what you need to know to make your funds last a lifetime. 

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Topics: Investing, Investment Management

Need A Special Holiday Gift This Year, “Clark?” How About A Government-Backed Bond Yielding 7.12%?

Posted by Gary Wagner on Nov 24, 2021 10:30:00 AM

As the saying goes, if it is too good to be true, it usually is. In this case it is true, thanks to a recent inflation indicator.

A little-known type of U.S Government bonds called I-bonds are currently yielding more than 7%. The I-bond is a type of U.S. savings bond that is indexed to the Consumer Price Index’s trailing 6 month change. When the Treasury reset the rate at the beginning of November it was 7.12% annualized. This rate will be effective until May 2022.

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Topics: Investing, Interest Rates

SPACs vs. IPOs: What You Need to Know

Posted by Greg Halter, CFA on Nov 9, 2021 1:30:00 PM

Special purpose acquisition companies, or SPACs, have exploded in popularity this year, but most investors are still not familiar with these entities, sometimes called blank-check companies. 

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Topics: Investing, Stocks

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