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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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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 …

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 …

Market Commentary: Earnings Season Flouts Calendar Effects

Earnings May Have Delayed Late-February Weakness The S&P 500 climbed a solid 1.7% during the holiday-shortened week, with the lift coming almost entirely from Thursday’s strong gains following NVIDIA’s earnings release. Despite the S&P Technology Select Sector Index gaining more tha …

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