Blog

10 Effective Year-End Tax Planning Strategies to Consider

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 …

Continue Reading!

Facts Vs Feelings Take 5 – Why We’re Not Worried About a Slowdown

New GDP and consumption data are showing some cracks in the economy. Should investors be worried? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include:   GDP growth was 1.3%  Income growth has been slowing …

Facts Vs Feelings Take 5 – No, the Stock Market Is Not Rigged

Some well-known bears have recently made dramatic assertions about the stock market. Should investors listen? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include:   The Dow and S&P 500 have hit histor …

Planning for Retirement: Unique Considerations for Women

Retirement planning is a crucial aspect of financial health, yet it often requires a tailored approach for women. Due to various socio-economic factors, women can face unique challenges and considerations when planning for their golden years. Understanding these nuances is essential for cra …

Market Commentary: Summer Rally May Be Underway

Summer Rally  Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. As we show below, the usually weak months of June and …

Facts Vs Feelings Take 5 – Dow 40k – Now What?

The Dow Jones Industrial Average hit an all-time high of 40,000 – double what it was just seven years ago. What could this mean for investors? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in on these questions and more:  What led up …

1 2 3 … 59 60 61 62 63 … 154 155 156

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started