Insights

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a rough week for tech and what it means for the market theme they call “AI or Bust.” The S&P 500 fell about 2% last week, one …

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 …

For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones have help with finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs?  This resource will help …

Succession planning—or, more accurately, business exit planning—can be a critical process that can have weighty implications for business owners. When business owners think about the goals they want to achieve from a business exit, they commonly share these three goals: reduce taxes, ensure …

Running a small business involves juggling multiple responsibilities, and managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are seven essential financ …

From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

The topic of Medicare can raise a lot of questions for many people. One of the most common questions I receive revolves around when you should sign up for Medicare, and that’s understandable. After all, you can’t simply sign up anytime you want, and the timing of your enrollment window can …

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is important to help ensure that you have the coverage you need in retirement. Whether you’re enrolling for the first time or considering a change, …

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

Life changes. Tax laws change. Your estate plan should evolve with them. It can be easy to assume that estate planning is simply about creating a will, but an effective estate plan can also help protect your loved ones, preserve more of your wealth, prepare for unexpected circumstances, and …

Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family.   If you’re not sure where to begin, our estate planning checklist can help you get  …

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes  …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a rough week for tech and what it means for the market theme they call “AI or Bust.” The S&P 500 fell about 2% last week, one …

The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But the exception was technology and it underperformed by quite a bit, returning -7.2%. Even after last week, technology is still the second-b …

In this birthday edition of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the fourth anniversary of the bull market that began after the 2022 bear market and ask: Can it make it to year five? The …