The SECURE Act and SECURE 2.0 Act have affected millions of Americans inheriting or leaving behind a retirement account. While required minimum distributions (RMDs) for the account owner are delayed, there is now a 10-year window for many people who inherit these accounts to take their dist …
After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). This has already been a historic year — the stock market experienced one of its best starts in 2023. The S&P 500 is up close to 20% for …
Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand.
By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …
Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese provide their top takes on the state of the economy – and what to expect this quarter – in the latest episode of Facts vs. Feelings: Take Five. Hear what Ryan and Sonu share their expert opinio …
“However beautiful the strategy, you should occasionally look at the results.” — Winston Churchill How about that? As soon as we released our Mid-Year Outlook predicting the bull market to broaden out, we find the Dow Jones Industrial Index up nine days in a row.
As the move back to “normal” continues, we realize that things are trending in the right direction. But what will Q3 bring? Hear from two prominent voices within the financial services industry in our on-demand webinar with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Globa …
