Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, share their 2026 market outlook and explain why they believe conditions remain supportive for investors, highlighting market momentum, improving fundamentals, and the ongoing i …
Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
If you have substantial resources and multiple valuable assets, you may need advanced high net worth insurance strategies to properly protect your wealth. Standard policies are helpful to a point, but they may not provide the level of coverage or tax benefits you’re looking for or cover all …
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
2025 was a great year for investors, as stocks made new highs across the globe, bonds had their best year since 2020, and commodities gained overall with gold and silver soaring. What do we see in 2026? That will have to wait one more week, as this week we wanted to take a look back at some …
Planning for the future isn’t just about creating a will or setting up a trust (though that’s a good start). It can also be about helping to ensure a trusted individual carries out your wishes once you’re gone. This person, known as the executor of the estate, plays a critical role in manag …
