VIDEO: IRMAA
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss what IRMAA is and how to avoid additional premium costs with IRMAA.
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Market Commentary: Stocks Stall but More Signs Inflation Has Normalized
We Still Believe in Santa Stocks fell overall last week, with some of the weakness masked by big gains from the communications services and consumer discretionary sectors. In the process the Dow was lower all five days (and seven in a row total), yet the Nasdaq hit 20,000 for the first time …
Facts Vs Feelings Take 5 – Inflation Data Continues to Improve
In the latest episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, discusses the improving trends in inflation. Ryan also highlights the Federal Reserve’s likely rate cuts, strong economic fundamentals, and the resilience of the current bull market, which has seen …
Creating a Charitable Giving Strategy: From Donations to Endowments
The emotional and psychological benefits of charitable giving are well documented. It can feel very rewarding to make a difference in the world, and there are many worthy organizations that depend heavily on private funding. But there are also financial benefits that can go along with chari …
Market Commentary: Stocks Hit New Highs Amid a Year of Milestones
Not an Old Bull Market We’ve noted week after week this year why we thought stocks would likely rally and fortunately that’s what we’ve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, …
2025 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
Facts Vs Feelings Take 5 – Why This Year Will End Strong
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss why 2024’s strong market performance may continue. Key points include: Market momentum Seasonal trends Potential Federal Reserve rate cut …
