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The Glass Half Full: The Market at New Highs (Ep. 23)

In this week’s The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, broadcast live from Boston to celebrate a milestone: the Dow near 54,000 and the S&P 500 notching its first new all-time high since …

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Facts Vs Feelings Take 5 – Where Did All the Bulls Go?

In this week’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, explore the strange disconnect between rising markets and skeptical investors—and what that might signal for the second half of 2025. Despite market gains of more than 25% sin …

Market Commentary: Why You Shouldn’t Fear New Highs

Do you have a fear of heights? This is known as acrophobia, which is something many, many investors have. Studies show the fear of failure hits much harder than the feeling of success. This is why we always remember our favorite sports team’s tough losses much more vividly years later than …

Question of the Quarter: Understanding the New Tax Bill

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.

Why Tax Planning Is Really a Women and Family Issue

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 …

Facts Vs Feelings Take 5 – Where’s the Inflation?

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. …

A Beginner’s Guide to Market Investment Terms

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 …

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