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.
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Market Commentary: Three Timeless 2025 Market Lessons for 2026
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 …
What Does an Executor of an Estate Do?
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 …
Alternative Investments: How Private Equity and Hedge Funds Can Fit into Your Portfolio
Alternative investments are any investments other than traditional stocks, bonds, and cash equivalents. Ultra high net worth investors may choose to utilize these instruments to strengthen the diversity of their portfolios, potentially gaining more opportunities for growth and improved risk …
Market Commentary: GDP Upside Surprise and Keeping an Eye on the Santa Claus Rally
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
How to Set Up a 401(k): A Step-by-Step Guide for Long-Term Success
As a source of retirement income, the 401(k) is second in popularity only to Social Security, and it has the potential to generate strong returns. In fact, nearly 10% of American adults qualify as millionaires largely due to their retirement savings.[1] But here’s the catch: With rising cos …
Facts vs Feelings Take 5 – How’s the Economy?
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
