Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down what’s normal, what’s not, and why investors shouldn’t panic. Pl …
Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an im …
Segment 1 Segment 2 In this episode, Bill and Grant discuss where is the trust, smart financial moves to retire at the same time, how much do your beneficiaries really need to know, and how Taylor Swift fans could help you become a millionaire, maybe.
New inflation data came out this week. Is everything all good with inflation? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: New inflation metrics came out for April Most inflation is trending in …
Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand.
“Sometimes the questions are complicated and the answers are simple.” — Dr. Seuss 2024 came out swinging. The S&P 500 rose more than 10% in the first quarter after adding more than 11% in the fourth quarter of 2023. Back-to-back double-digit quarters are rare, but they tend to happen in …
In this episode, Bill and Grant discuss aging in the wrong place, the IRS puts some penalties on hold, and how to invest like the top zero-point-zero-zero-one percent.
