OBBB Act
Carson Wealth’s Justin Schultes, CFPⓇ, ChFCⓇ, AIFⓇ Partner, Wealth Advisor and Kirt Norris, BGHN shareholder, discuss the new One Big Beautiful Bill Act.
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Alternative Investments: How Private Equity and Hedge Funds Can Fit into Your Portfolio
Alternative investments are any investments other than traditional stocks, bonds, and cash equivalents. Ultra high net worth investors may choose to utilize these instruments to strengthen the diversity of their portfolios, potentially gaining more opportunities for growth and improved risk …
Market Commentary: GDP Upside Surprise and Keeping an Eye on the Santa Claus Rally
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
How to Set Up a 401(k): A Step-by-Step Guide for Long-Term Success
As a source of retirement income, the 401(k) is second in popularity only to Social Security, and it has the potential to generate strong returns. In fact, nearly 10% of American adults qualify as millionaires largely due to their retirement savings.[1] But here’s the catch: With rising cos …
Facts vs Feelings Take 5 – How’s the Economy?
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
2026 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
What Are Securities?
If you’re looking to build wealth, generate income, or add balance to your portfolio, understanding securities is a smart place to start. These financial assets—whether stocks, bonds, or something more complex—play a key role in most investment strategies. You can buy, sell, or trade them, …
