From Tax Efficiency to Retirement: Financial Planning for Small Business Owners
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …
Market Commentary: Best Calendar Month Over the Last 20 Years Holding True
“Everything good, everything magical happens between the months of June and August.” Jenny Han, writer of The Summer I Turned Pretty trilogy
Facts Vs Feelings Take 5 – 3 Reasons to Celebrate this July 4th
Investors have had lots of reasons to celebrate this year’s Independence Day. Find out whether the celebrations could continue into the second half of 2024. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include: Home …
Market Commentary: A Good First Half for Stocks May Bode Well for the Second Half
Why a Good First Half for Stocks Bodes Well for the Second Half “Never put off till tomorrow what you can do the day after tomorrow.” — Mark Twain
Market Commentary: Spring Rally Extends into Summer
Why We Think the Spring Rally May Extend Into the Summer “However beautiful the strategy, you should occasionally look at the results.” – Winston Churchill
Facts Vs Feelings Take 5 – Don’t Buy What Fed Is Selling
Inflation’s coming back down quickly, but the Fed is still hawkish. Is it just a case of “once bitten, twice shy?” Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlights include: Shelter, used car and food prices a …
Market Commentary: Earnings in the Long Run, and Short
Earnings Expectations Continue to Rise The summer rally continued last week, the S&P 500 gaining 1.4% and hitting more all-time highs. Stock gains ultimately depend on earnings and they continue to look good in both the short and long run. Inflation data finally provided some relief, wi …
Facts Vs Feelings Take 5 – Inflation Continues to Improve
The Consumer Price Index (CPI) came in much better than expected and the markets reacted. What do investors need to know about this and other news from the week? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights. Highlight …
3 Methods to Not Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime. Download Guide
Market Commentary: The Summer Rally Continues Amid Strong Job Gains
The Summer Rally Continues Another week and more new highs for the S&P 500. As we’ve noted before, summer rallies are actually quite normal in an election year and we didn’t think this year would be any different. In fact, the three summer months are up more than seven percent on averag …
