Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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Facts Vs Feelings Take 5 – Why This Isn’t a Bubble
Stocks are hitting all-time highs. Everything seems a little too good … are we in a bubble? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include: Valuations are high due to increased profitability The economy is st …
Your Retirement Planning Starter Pack
Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …
Market Commentary: Bulls Smile at January and February Market Gains
A Strong Start to the Year “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” — Winston Churchill
When Should I Start Worrying About an Estate Plan?
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. A will is a legal document that directs:
Facts Vs Feelings Take 5 – It Is a NVIDIA World, We Are Just Living in It
In case you haven’t noticed, NVIDIA’s stock has done extremely well recently. How is this affecting the market and economy overall? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Topics include: What is NVIDIA and how is the compa …
How Estate and Gift Taxes Can Impact Your Financial Plan
Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …
