Managing Your Wealth (and Sanity) in an Election Year

Are you wondering what impact the election year will have on your investments? Managing your wealth probably isn’t as convoluted by the election as you might think.   Our Managing Your Wealth (and Sanity) in an Election Year Webinar hosted by leading voices in the financial services space, …

Facts Vs Feelings Take 5 – Buckle Up, Volatility Could Be Coming

Seasonal market volatility is here. Historically, September is the worst month of the year for the stock market. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what investors can expect. Highlights include:   Sept …

When Should I Sign Up for Medicare

Medicare can be a confusing topic for many. You can’t simply sign up anytime you want – and your enrollment timeframe can depend on a variety of factors. To help you figure out when your eligibility begins, we have put together the following flowchart. Download the checklist today to …

Market Commentary: Slow Start to Historically Worst Month of the Year

The Worst Month of the Year  We noted last week that September was historically a rough one for stocks and after one week, that is playing out, as stocks just had their worst week since the Regional Bank crisis in March 2023. But let’s look at the bigger picture before we dive into the minu …

Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch

Up Four Months in a Row, But Here Comes September What a month it was for investors. We started off the month with some huge down days over worries centered around the yen carry trade unraveling and a slowing U.S. economy, only to get past those worries almost as quickly and see stocks move …

Facts Vs Feelings Take 5 – Rate Cuts Are Coming

More good news this week: Fed rate cuts are likely forthcoming! Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the latest economic and stock market news. Highlights include:   Federal Reserve Chair, Jerome Powell, …

Market Commentary: S&P 500 Approaches All-Time High as Fed Pivots at Jackson Hole

Stocks followed up the best week of the year with more solid gains last week, with the S&P 500 less than 1% away from new all-time highs. Friday saw historic levels of volume to the upside, which is consistent with longer-term higher prices. Be aware September and October can be volatil …

Facts Vs Feelings Take 5 – More Good News

The stock market has seen one extreme to another over the past few weeks. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share some of the latest good news happening in the stock market and economy. Highlights include:   The S&P 500 is …

Market Commentary: S&P 500 Has Best Week of the Year as Recession Fears Fade

Best Week of the Year The S&P 500 bounced back with its best week of the year, as recession fear once again was seemingly overblown We remain in a bull market, but expect more potential volatility over the coming months heading into the election Retail sales surprised strongly to the up …

Facts Vs Feelings Take 5 – There Is Some Good News Out There

What a difference a week makes. Last week’s volatility had investors wondering what was next, but Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share some of the good things happening in the stock market and economy. Highlights include:   …

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

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