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Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …

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Facts Vs Feelings Take 5 – Do Stocks Care About an Election?

We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   The U.S. …

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Market Commentary: The Case Against a Stock Market Bubble

“Please, God, just one more bubble.” — Popular Silicon Valley bumper sticker after the tech bubble burst   With stocks near all-time highs, many believe they must be in a bubble. Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they …

Facts Vs Feelings Take 5 – Reasons for More Green in 2024

2024 has already seen a lot of gains with the markets and economy. Are we likely to see more green this year? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   Earnings expectations are up   Industr …

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