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8 Tax Planning Considerations Every Pre-Retiree Should Know

For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …

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Market Commentary: A Hot Economy Meets a Reluctant Fed

Stocks were flat last week, but the S&P 500 continues to hold above its June peak. This level is a logical area of support. The 50-day moving average, which is just below this area, provides additional support. For now, we’d expect these two areas of support to hold. We noted last …

The Glass Half Full: Are We Doomed with Higher Interest Rates? (Ep. 26)

In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist (recording from LaGuardia Airport on a delayed flight), tackle the question on everyone’s mind: Are higher interest rates going to derail the …

When Should I Start Claiming Social Security?

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

The Glass Half Full: $40 Trillion In Debt! (Ep. 25)

In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the eye-popping headline that the U.S. just crossed $40 trillion in debt, up from $20 trillion just nine years ago. Sonu breaks down why the ra …

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