A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
Stocks were volatile again last week, with worries about private credit, an implosion in cryptocurrencies and resulting forced technology selling, rising odds of the Federal Reserve (Fed) Bank not cutting rates in December, and AI valuations all cited at one time or another as a reason for …
If you’re interested in making a lasting impact for the causes that matter most to you, you may want to include charitable giving in your financial plan. In this on-demand webinar, Carson’s Heather Zack, Private Client Services – Solutions Strategist, will share information about charitable …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, focus on why volatility is a natural part of investing, how recent market dips fit into long-term patterns, and why maintaining discipline matters more than reacting emotionall …
The S&P 500 was higher Monday, Tuesday, and Wednesday last week on optimism over the government opening back up. Then doubt about a December rate cut shifted the mood and we saw a massive drop on Thursday, which then bled into a big gap down on Friday morning. But by the end of the day, …
In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
