In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
Signed into law on July 4, 2025, the *One Big Beautiful Bill Act* (OBBB Act) introduces major changes to taxes, savings, and government benefits. Whether you’re planning for retirement, saving for your family, or running a business, here’s what you need to know.
Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality they face without proper preparation. T …
Tariffs, shelter costs, services inflation—what’s really driving prices in the U.S. economy right now? In this week’s Carson Take 5, Ryan and Sonu break down the latest inflation data and what it means for investors, the Federal Reserve, and the markets heading into the second half of 2025. …
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red …
The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters last week. Few would have thought at the April 8 lows, with the S&P 500 down nearly 20%, that markets would make such a furious comeback. Yet here we sit in early July with the S&P 500 at a to …
