The Glass Half Full: Will the Fed Hike? (Ep. 16)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, unpack the Fed’s latest meeting, the reaction to new Chair Kevin Warsh’s debut, and whether markets are getting too hawkish too fast. The …
What to Do with a Windfall: A Smart Plan for Sudden Wealth
A sudden windfall can be life-changing for you, your family, and your eventual heirs. Whether it’s from an inheritance, a lawsuit, a real estate sale, or a large bonus, this sum of money can shift your financial future. But before you take a big trip or make a large purchase, it can be smar …
What Is Multi-Generational Wealth Planning?
You have money, and you want to eventually create a legacy for your heirs without seeing a large portion of it reduced by taxes. Whether you’re in your 20s, 40s, or even 60s, you might be in a position to create generational wealth for yourself and your children, grandchildren, and great-gr …
Market Commentary: Modest S&P 500 Gains Mask Improving Market Breadth
SpaceX’s initial public offering (IPO) on Friday dominated market news last week, but behind the scenes, the S&P 500 edged higher after the big drop on Friday, June 5. Could some more June choppiness be in store? Sure, but we do believe this bull market is still alive and well and the p …
The Glass Half Full: What Goes Up (Ep. 15)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what’s driving the recent market pullback and why it may not be the threat it feels like. The rally that preceded it was …
Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan
Many retirees find that even carefully planned budgets don’t hold up once the structure of a regular work schedule disappears. Spending can creep up in unexpected ways, and despite detailed worksheets and diligent tracking, it’s easy to exceed monthly limits. What looks solid on paper can o …
Who Needs Estate Planning? (and Why It Can Help Your Financial Future)
Ever wonder who needs estate planning? Find out why estate planning is important for everyone and what happens if you don’t have an estate plan.
What Is an Estate Planning Attorney (and When Do You Need One)?
Is an estate planning attorney necessary to creating a creating an estate plan? Find out whether estate planning without a lawyer is a good idea for your situation.
Market’s ‘Good News Is Bad News’ Response to Jobs Report May Actually Be Good News
Friday was a challenging day for stocks. The S&P 500 fell 2.6%, which ended the index’s extraordinary nine-week winning streak. We have not had a 10-week streak since 1985, and the clock is now reset on having another one. The main driver for Friday’s sell-off? A “good news is bad news” …
The Glass Half Full: Rooftop Rally—The Bull Market Keeps Climbing (Ep. 14)
Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from the rooftops near Wrigley Field for a fast-moving conversation on the latest market rally, the AI trade, and what it all means for investors. The S&P 500 has ex …
