Insights

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, unpack the Fed’s latest meeting, the reaction to new Chair Kevin Warsh’s debut, and whether markets are getting too hawkish too fast. The …

Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life?  For many individuals and families, the answer is unclear.  That’s because financial guidan …

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 …

It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.”  But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …

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.

401(k), SEP, Simple, Defined Benefit, rollovers, conversions, pre-tax, post-tax – there’s a lot to think about when it comes to retirement plans. This gets even more complex as a small business owner when you’re on the other side of the table. We put together this comparison chart, wh …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

Qualified retirement plans—such as traditional 401(k)s, 403(b)s and IRAs—can help offer clear tax advantages. They offer a tax deferral on contributions and growth until distribution. And while this is beneficial for many, certain rules are in place to help prevent individuals from taking a …

Many retirees find that even carefully planned budgets don’t hold up once the structure of a regular work schedule disappears. Spending can creep up in unexpected ways, and despite detailed worksheets and diligent tracking, it’s easy to exceed monthly limits. What looks solid on paper can o …

During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …

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  …

While it can be easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways. Without the proper planning, your heirs coul …

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 …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, unpack the Fed’s latest meeting, the reaction to new Chair Kevin Warsh’s debut, and whether markets are getting too hawkish too fast. The …

SpaceX’s initial public offering (IPO) on Friday dominated market news last week, but behind the scenes, the S&P 500 edged higher after the big drop on Friday, June 5. Could some more June choppiness be in store? Sure, but we do believe this bull market is still alive and well and the p …

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what’s driving the recent market pullback and why it may not be the threat it feels like. The rally that preceded it was …