We’ve been spoiled for a while with market and economy wins, but now we’re seeing some volatility. How concerned should investors be? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include: Pullbacks are normal in bea …
In this short video, Michael and Steve discuss the importance of holistic approaches and factoring in behavioral economics when considering wealth strategies for clients.
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
As Goes January, So Goes the Year “There is nothing new in the world except the history you do not know.” — Harry S. Truman The S&P 500 Index gained 1.7% in January (total return) after a slow start to the year. S&P 500 gains in January have historically signaled above-average retur …
Many business owners who exit their companies experience liquidity events, sometimes these can be substantial creating multi-generational wealth. For entrepreneurs and those advising them, understanding the nuances of their business exit is crucial, remember the devil is always in the deta …
Stocks are high. The economy is strong. There’s even talk of lower Fed rates. Is there anything investors should be worried about? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese answer these questions and more: Are stocks up too high? Wha …
In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. This was due to the overriding worry that better data meant the Federal Reserve would hike rates and weak data meant it might cut. That wasn’t normal market behavior, and we …
