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 …
What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). But despite all the noise, the S&P 500 still powered to a 10.2% gain in the …
In this midyear edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, look back at what caught them off guard in the first half of 2026, before next week’s official second-half outlook. They st …
This question of the quarter is more niche than usual, but it’s mainly because retirement communities have been the hottest topic among our clients all year. Many of our clients are approaching the phase of life where they are considering: “What’s next?” “Am I ready to have less house?” “Ca …
When my siblings and I were growing up, Kansas and vacation were synonymous; Kansas was also associated with summer, Thanksgiving, and the swimming pool. Kansas was magic. We would pile into the mini-van with GameBoys, McDonald’s hashbrowns in hand, and a spirit ready for the 8 hours of sun …
My oldest son, Story, turns 5 this month (I can barely write this out, as I’m in denial), and he’s starting to understand the concept of money more and more. My husband and I have been toying with the idea of when to start giving him an allowance and getting him some practice with money. …
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 many face without proper preparation. T …
