Insights

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have actually b …

October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …

For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …

A liquidity event is one of those financial milestones that can change everything in a moment. It’s the point when business ownership turns into money you can actually use, whether that comes from selling a company, going public, or another type of exit. Whether you’re preparing to sell, al …

As a business owner, you understand the importance of planning. You plan out inventories, employee work schedules, customer meetings, and revenue projections. But have you given serious thought to planning out what will happen when it’s time for you to step away from your business? This is …

Succession planning—or, more accurately, business exit planning—can be a critical process that can have weighty implications for business owners. When business owners think about the goals they want to achieve from a business exit, they commonly share these three goals: reduce taxes, ensure …

Running a small business involves juggling multiple responsibilities, and managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are seven essential financ …

The topic of Medicare can raise a lot of questions for many people. One of the most common questions I receive revolves around when you should sign up for Medicare, and that’s understandable. After all, you can’t simply sign up anytime you want, and the timing of your enrollment window can …

Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is important to help ensure that you have the coverage you need in retirement. Whether you’re enrolling for the first time or considering a change, …

Determining what age to begin claiming your Social Security benefit is a big decision. Do you claim early at age 62? Take it at your full retirement age? Delay until you’re 70 years old? Or any age in between?  There are a wide variety of factors that can go into your final decision, and we …

Life changes. Tax laws change. Your estate plan should evolve with them. It can be easy to assume that estate planning is simply about creating a will, but an effective estate plan can also help protect your loved ones, preserve more of your wealth, prepare for unexpected circumstances, and …

You’ve spent years building your legacy—maybe through a business you grew from the ground up, a career that rewarded your hard work, or assets passed down through your family. But how do you protect it? Wealth preservation often require building a thoughtful framework that helps prote …

You have money, and you want to eventually create a legacy for your heirs without seeing a large portion of it reduced by taxes. Whether you’re in your 20s, 40s, or even 60s, you might be in a position to create generational wealth for yourself and your children, grandchildren, and great-gr …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have actually b …

The S&P 500 fell a modest 0.5% last week, its second down week in a row. These pauses for the market to catch its breath are normal. The index is down less than 2.5% from its October 6 closing all-time high. Remember, three to four mild corrections of at least 5% a year is normal. …

In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down a rough week for tech and what it means for the market theme they call “AI or Bust.” The S&P 500 fell about 2% last week, one …