November is now behind us, and we hope everyone had a chance to enjoy Thanksgiving with family and friends. As for the markets, we went from hearing it was the worst November for stocks since the Great Financial Crisis in 2008 to hearing it was the best Thanksgiving week for stocks since 20 …
As we transition into our retirement years, it’s crucial to recognize that this phase of life is not just an extended vacation, but a significant period that can span decades. For many, retirement is a time to relax after years of hard work, but it’s also a golden opportunity to pursue new …
By Mike Valenti, CPA, CFP®, Director of Tax Planning\ It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
In today’s world, women are taking charge of their financial destinies like never before. However, when it comes to financial planning, there are considerations that women should keep in mind to help ensure a secure future. Whether you’re single, married, or contemplating a significant life …
Hello 5,000 Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological mil …
Stock market is hitting new all-time highs, the economy is going gangbusters, and there is generally good news all around. But could there be bad news around the corner? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Var …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
