In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, examine the recent narrative that inflation is about to spike again — and explain why the actual data says otherwise. While tariff concerns and headline warnings have investors on ed …
When it comes to managing wealth as a couple, I like to say there really is no right answer. I’ve worked with some couples who share everything and other couples who’ve been married for 40 years and split everything down the middle. As a couple, what is most important is that you find a way …
As we noted last week, the S&P 500 had fallen more than 10% in two days on April 3 and 4, one of the worst two-day declines ever. We also noted that fear and uncertainty was dominating the headlines and that any good news could spark a rally. Well, that happened last week.
After weeks of volatility, the markets finally gave us something to smile about! In this episode of Carson’s Take 5, Ryan and Sonu break down what sparked the historic market rally, what it could mean for investors, and whether this good news has staying power. Spoiler: It might all c …
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions.
As of now, the S&P 500 has avoided officially entering a bear market. There is plenty of detailed analysis of the current state of the market out there; in fact, I’ve been doing my own. But let’s put aside the nitty-gritty of the details for a second. Today, I want to walk you through 1 …
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 …
