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Facts vs Feelings Take 5 – Back to December

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …

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Question of the Quarter: What a Government Shutdown Means for Your Investments

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 …

Facts Vs Feelings Take 5 – Is AI in a Bubble?

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, …

Is Your Business Worth as Much as You Think?

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? …

4 Unforeseen Third-Party Sales Challenges for Small Business Owners

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 …

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