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Private Aircraft Considerations

Welcome to this week’s edition of Wisdom and Wealth! You can check out the podcast and YouTube video for this edition below! Thank you for reading, listening, and watching! Our focus is primarily on private wealth management and financial planning, however, we also from time to time invite …

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2023 Highlights: Q4 Update

Carson Group’s Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.

Market Commentary: Stocks Bounced in the Face of Grim News

Few investors expected war to break out in Israel, but stocks still eked out a gain on the week. As devastating as the events in the Middle East have been, to see stocks gain suggests they likely have bottomed and could be due for a fourth-quarter rally. Unsurprisingly, gold and oil had str …

Why Estate Planning Matters for Everyone

Estate planning may feel like something you don’t have to worry about quite yet. The truth is that ample planning now can make everything easier for your loved ones when the time comes to put an estate plan into action. 

Facts Vs Feelings Take 5 – War, Oil and What’s Next

October has had some of the market’s biggest crashes. Will that happen this year? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their takes on this and more. Highlights include: The economy is doing better than expected We’ve had som …

How to Pass on Generational Wealth

Estate planning demands that we confront our mortality. Perhaps that’s why so many of us put the process off and ultimately fail to plan for the future. But the reality is that family estate planning isn’t about you – it’s about the people you love most. Much stands to be gained – or lost – …

Market Commentary: Another October Bottom?

Stocks had a solid late-week reversal higher, even as many worries and concerns piled up. From the U.S. House not having a speaker for the first time ever, to yields soaring, to deficits and spending, the list of worries was high. But there’s an old saying that the market tends to rally on …

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