Most tax planning happens too late. By the time a return is being prepared in March, nearly every decision that shaped it was locked in on December 31. The last ten weeks of the year are when planning still changes the outcome. This year matters more than usual. The One Big Beautiful Bill A …
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. …
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 …
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 …
The S&P 500 fell 1.9% last week (total return). What’s amazing is that 10 of the 11 sectors that make up the S&P 500 outperformed the index. But the exception was technology and it underperformed by quite a bit, returning -7.2%. Even after last week, technology is still the second-b …
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 …
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