Webinars

Facts Vs Feelings Take 5 – Outlook 2025: Animal Spirits

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, present their 2025 economic outlook. They foresee no recession, steady economic growth, and stock gains of 12-15%. Bonds may perform excep …

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Tax Cuts and Jobs Act

Who knew tax reform could be so easy? Less than two weeks after going to conference, Republicans reconciled the differences between the House and Senate bills and released their final version of the Tax Cuts and Jobs Act last Friday (12/14) afternoon.[1] The final legislation provides signi …

The Ingredients for an 11 for 11 Market

Published by Scott Kubie, Senior Investment Strategist | LinkedIn The S&P 500 is coming up on one of its longest streaks ever. November was the 11th straight month this year that the S&P 500, including dividends, has increased. We don’t know of any year where the index has increased …

The Benefits of Having a Family Index Number

Published by Mark Lookabill, Wealth Advisor | LinkedIn We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stre …

5 SMART Tips for Your Wealth and Wellness

Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a li …

Should You Pay Down Your Debt or Invest Your Money?

One of the most common questions clients ask me, is whether they should pay down their debt or invest the extra money in the market. Most of us carry some percentage of debt in our balance sheets. Some of us don’t mind having debt.

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