October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …
It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.
The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.
Watch this webinar hosted by Carson’s Matt Lewis, Vice President, Insurance, as he dives into the Medicare.
As the Federal Reserve prepares to kick off its major monetary policy conference in Jackson Hole, Wyoming, its tone has become more hawkish. That is pressuring markets, which have rallied in recent weeks as inflation has dipped lower and economic data has remained healthy. The market’s rall …
