Market Commentary: Outlook 2026 – Riding the Wave
Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
Question of the Quarter: Why does the stock market seem disconnected from the economy?
It’s no secret that the stock market had a volatile, yet great year in 2025. Many people ask us why it feels like the stock market is all over the place, but the economy still seems stable? The truth is, there are a lot of factors that go into day to day stock prices, and …
5 Financial Moves Parents Can Make This Year
My wife and I welcomed our first child last year, and while it’s been it’s been an incredible source of joy and love, our definition of “free time” has changed dramatically. With the new routine, finding time to focus on household finances can be a real challenge. That’s why the start of a …
Your Money
MoreQuestion of the Quarter: Why does the stock market seem disconnected from the economy?
It’s no secret that the stock market had a volatile, yet great year in 2025. Many people ask us why it feels like the stock market is all over the place, but the economy still seems stable? The truth is, there are a lot of factors that go into day to day stock prices, and …
5 Financial Moves Parents Can Make This Year
My wife and I welcomed our first child last year, and while it’s been it’s been an incredible source of joy and love, our definition of “free time” has changed dramatically. With the new routine, finding time to focus on household finances can be a real challenge. That’s why the start of a …
2026 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
2025 Calendar: Key Tasks & Financial Dates
Tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.
Your Business
More3 Things All Valuable Businesses Have
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 …
Is Your Business Worth as Much as You Think?
As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …
4 Unforeseen Third-Party Sales Challenges for Small Business Owners
Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreThe Basics of Required Minimum Distributions With Your Retirement Account
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
RMDs Made Simple Webinar
Watch the recording of our live webinar, RMDs Made Simple presented by our Wealth Advisor, Alana Macy, MBA, CFP®, to learn everything there is to know about Required Minimum Distributions (RMDs). During the webinar you will learn: When you start taking Required Minimum Distributions How RMD …
Medicare Annual Enrollment and Understanding IRMAA Adjustments
Information on Medicare Annual Enrollment and More Medicare Annual Enrollment Period is October 15th – December 7th If you turned 65 in 2025, you’re probably thinking about enrolling in Medicare (if you haven’t already). If you haven’ started Social Security yet, now’s the time to apply to …
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
Your Legacy
MoreIs a Donor-Advised Fund for Charitable Giving a Good Fit?
A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
Charitable Giving Strategies in a High-Income Year
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
Including Charitable Giving in Your Financial Planning
If you’re interested in making a lasting impact for the causes that matter most to you, you may want to include charitable giving in your financial plan. In this on-demand webinar, Carson’s Heather Zack, Private Client Services – Solutions Strategist, will share information about charitable …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
MoreHow to Protect Yourself from Phishing and Online Scams
How often do you see a funky email that makes you stop in your tracks and question if it is legitimate? For me, it’s almost every single day. Going through my emails there are loads of “you won a free iPhone 15 Pro!” or “click this link to pay your toll bill” or plenty of …
Identity Theft Webinar
Wealth Advisor Alana Macy shares essential tips to protect yourself from scams and identity theft. Learn key facts, warning signs, common scams, and practical steps to prevent and address identity theft.
Compounding Wealth (and Wisdom): The Power of Compound Interest
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.
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreMarket Commentary: Outlook 2026 – Riding the Wave
Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
Facts vs Feelings Take 5 – Market Outlook: Riding the Wave
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, share their 2026 market outlook and explain why they believe conditions remain supportive for investors, highlighting market momentum, improving fundamentals, and the ongoing i …
Market Outlook 2026: Riding the Wave into the New Year
Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
2025 Market Outlook Report
The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market. But the new year brings new concerns. What impact could we see from tariffs? How long do we think this bull market will continue? What will the Fed do in 2025?
In the News
MoreAlana Macy on Colorado Public Radio
Alana Macy, CFP®, MBA of Bloom Wealth Advisors joined Colorado Matters to discuss market volatility and what investors can do now. She shared three key tips: don’t panic, keep investing if you’re in accumulation mode, and have a plan for short-term needs. She also touched on inflation …
Question of the Quarter: It’s an election year, what does this mean for the markets?
Every election year we get many questions and concerns around the markets. Election years bring heightened uncertainty and speculation, and typically the market doesn’t like uncertainty. As an investor, it is important you understand how elections can impact the stock market to make informe …
3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.