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Facts Vs Feelings Take 5 – Why The Lows Could Be In

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and explore the possibility that the worst may be behind us. With tariffs rolled back and earnings season exceeding expectations, could the lows be i …

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Why Rising Rates Won’t Kill the Bull Market

It has been nearly nine years since the Federal Reserve last raised interest rates, and many investors are uncertain about how inevitable hikes will impact the market. Certainly, accommodative monetary policies have contributed to the current bull market. Businesses have taken advantage of …

10 Questions to Ask Your Advisor

We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …

Omani Carson “America’s Top 100 Financial Advisors”

Barron’s Annual Roster features 15 stalwart names (including Carson’s) that never seem to leave Five years into the bull market, ironically, investing has suddenly gotten a lot trickier. “The stock market has turned choppy, bonds continue to look risky despite recent gains, and Russia&#8217 …

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