Revocable Living Trusts as part of an Estate Plan
Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand.
Market Commentary: 7 Reasons the Bull Market Is Alive and Well
“Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Back-to-back double-digit quarters are rare, but they tend to happen in …
Facts Vs Feelings Take 5 – Are We Slowing Down?
Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1. …
Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market
This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …
Facts Vs Feelings Take 5 – Buy in May and Stay
Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include: May has …
Estate Planning
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Market Commentary: Is “Sell in May” Still Relevant?
Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …
Facts Vs Feelings Take 5 – Yes, Stocks Can Go Down
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 …
Market Commentary: A Closer Look at the Stock Market’s Reaction to Major Geopolitical Events
The Stock Market’s Reaction to Major Geopolitical Events Tends to Be Short-Lived The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause ne …
Facts Vs Feelings Take 5 – Should We Worry About Geopolitics?
There’s been a lot happening all around the world, particularly in the Middle East. Should investors worry about the effects of geopolitics on the economy and markets? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights on t …
