Webinars

Market Commentary: Why Markets May Say Yes to November

Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion  The incredible rally continues, justified by some spectacular earnings result …

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Facts Vs Feelings Take 5 – The Trade War Is Back

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors …

Medicare Annual Enrollment and Understanding IRMAA Adjustments

Information on Medicare Annual Enrollment and More Medicare Annual Enrollment Period is October 15th – December 7th If you turned 65 in 2025, you’re probably thinking about enrolling in Medicare (if you haven’t already). If you haven’ started Social Security yet, now’s the time to apply to …

The 5 Secrets to Building Wealth

Believe it or not, the road to building wealth isn’t a secret. Building wealth is a marathon not a sprint and it takes time and consistency. At Bloom Wealth Advisors, we help families build wealth and maximize their wealth to help them pursue their goals. I’m on a mission to help educate an …

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, …

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