Charitable giving can be an important part of a financial plan, providing an opportunity to support causes that matter to you while potentially creating financial and tax benefits along the way. But giving doesn’t always have to mean writing a check or making a cash donation. Depending on y …
As we look ahead to 2025, we know the scars of high inflation in 2022 and the higher interest rates that came with it are still with us. We’ve seen it in global elections, where incumbents have been rejected across the political spectrum. We’ve seen it in consumer sentiment surveys, which h …
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, present their 2025 economic outlook. They foresee no recession, steady economic growth, and stock gains of 12-15%. Bonds may perform excep …
Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. We are already getting questions about whether it’s time to panic, with bearish narratives starting to come out of hibernation across socia …
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, explore the implications of tariffs and their market impact. Tune in as they discuss recent tariff-related announcements, including potent …
As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
Welcome to our first Weekly Market Commentary for 2025. We’ll kick off the year by looking back at a few of our favorite charts for 2024. Then, with the 119th Congress newly sworn in on Friday, January 3, we also take a look at some policy mistakes that could derail our largely bullish poli …
