Missing the 10 Best Days Can Crush Returns
Carson Wealth’s Jon Read, CFP®️, ChFC®️, AIF®️, Partner, Wealth Advisor and Justin Schultes, CFP®️, AIF®️, MBA, Partner, Wealth Advisor with some discussion around the importance to stay in the market.
Blog
Continue Reading!
Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …
Market Commentary: S&P 500 Makes a New All-Time High, and a Look at Housing
New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
Crisis Management Financial Planning: Preparing for Unexpected Events
What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Then it guides how to …
Facts Vs Feelings Take 5 – Back to Your Regularly Scheduled Bull Market
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the remarkable turnaround in markets over the past 10 weeks, with the S&P 500 nearly reaching an all-time high despite previous worries around inflation, tariffs, and geo …
Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire
The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …
When Should You Get a Financial Advisor?
If you manage substantial assets and have long-term financial goals such as wealth preservation and growth, estate planning, and tax optimization, your financial picture is likely to be complex. Partnering with an experienced financial advisor can allow you to delegate some of the work this …
