With the 2024 tax season behind us, now is an ideal time to share a copy of your federal and state tax returns with your financial advisor. As an advisor at Carson Wealth, having a recent copy of a tax return enables our team to help optimize each client’s specific tax situation, and levera …
Five Reasons December May Be a Strong Month for Stocks In the last week of November, we saw one of the best weeks of the year for stocks, consistent with typical late-November seasonal strength. The big question now is, can it continue? December is off to a slow but positive start, with the …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …
Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
It’s tempting to think of retirement planning as the ultimate do-it-yourself project. After all, you’ve probably already started your journey by enrolling in an employer-provided 401(k) or setting up an individual retirement plan account. At some point, though, it’s a good idea to ditch the …
Employer-sponsored retirement plans can provide significant tax advantages, and some strategies require precise planning to manage your savings effectively. One powerful option is the net unrealized appreciation (NUA) strategy, which can potentially save you tens of thousands in taxes if ex …
November is now behind us, and we hope everyone had a chance to enjoy Thanksgiving with family and friends. As for the markets, we went from hearing it was the worst November for stocks since the Great Financial Crisis in 2008 to hearing it was the best Thanksgiving week for stocks since 20 …
