One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
What does a government shut down mean? And how are we investing through it? At the time I’m writing this Question of the Quarter, the U.S. government has been shut down since Congress missed the October 1st funding deadline. By the time you read this, who knows, the government shutdown co …
The S&P 500 had one of their worst days in months on Friday, as President Trump threated higher tariffs on China and he accused them of “becoming very hostile.” As of now, we don’t anticipate the trade war to heat back up, but one thing to note is stocks were probably due for some volat …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the duo explores one of the most debated questions in markets today: Is artificial intelligence in a bubble? While headlines are filled with speculation, …
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? …
Wash and Repeat This might sound familiar, but the S&P 500 continued to climb higher last week, making fresh new all-time highs along the way. In fact, it closed higher all five days with new all-time highs on the last three days of the week, getting October off to a strong start. The i …
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 …
