October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …
It’s been a little over a month since the war broke out in the Middle East, and since then, there has been a lot of uncertainty, stock market volatility and sky rocketing oil prices. Whenever there are geopolitical events, it is normal to feel nervous and you are not alone if you are conce …
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, take stock of a rapidly shifting landscape as a ceasefire in the Middle East brings cautious optimism to markets. With oil prices tumblin …
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 …
The S&P 500 finally gained last week, ending a five-week losing streak, even as crude oil soared 10% and the end to the war increasingly appeared to be many weeks away. The S&P 500 was down nearly 9% from its late January peak, but it bounced more than 3% last week. Incredibly, the …
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, record live from New York City and Greenwich, Connecticut, to break down a fast moving week in the markets. With oil disruption in the St …
Timeless Lessons for Volatile Times The roller-coaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. This week, we wanted to focus on some timeless lessons that all investors need to know during these volatile times. Volati …
