Webinars

Facts Vs Feelings Take 5 – 5 Things To Think About in 2025

This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …

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Election Surprise Is Something New, Not 1968 Redux

President Joe Biden withdrew from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee, although the endorsement does not necessarily mean she will win the nomination. The change in the Democratic ticket does not change our fundamental view of the e …

Facts Vs Feelings Take 5 – Is Chaos Normal?

There’s been a lot of big political changes and a historic IT disruption over the last week. Is this chaos normal? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights.   Highlights include:   The markets and economy hav …

Life Insurance Strategies for Business Owners

Owning a business can be like parenting. You’ve likely experienced many sleepless nights and spent a countless amount of energy on your “baby.” Like parenting, being a business owner can be an enriching journey and make life worth the trip.

Why ChatGPT Gives Out Less Suitable Advice

Segment 1   Segment 2   In this episode, Grant and Bill discuss why ChatGPT gives out less suitable financial advice, should you tap your home equity to ease your retirement, and how Bill Gates could possibly run out of money.

Facts Vs Feelings Take 5 – How Much Do Geopolitics Matter for the Markets?

Markets continued to rally following the Trump assassination attempt last weekend — which may come as a surprise to some investors. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:  Markets were likely still reac …

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