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Facts vs Feelings The Glass Half Full — Is It Over? (Ep. 006)

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, take stock of a rapidly shifting landscape as a ceasefire in the Middle East brings cautious optimism to markets. With oil prices tumblin …

The 3-Lane Highway Approach to Financial Planning

Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life?  For many individuals and families, the answer is unclear.  That’s because financial guidan …

Understanding RMDs on Inherited IRAs

An inherited IRA from a family member or friend can come with more than just unexpected funds; it may also come with potential major tax liability in the form of Required Minimum Distributions (RMDs). Navigating inherited IRA RMD rules can be complex, but understanding the basics now can he …

IRA Pros and Cons: Is an Individual Retirement Account Right for You?

If you’re looking for ways to strengthen your long-term financial plan, an individual retirement account (IRA) can be a valuable addition. Depending on the type, an IRA may offer some distinct tax benefits, such as tax-deductible contributions or access to emergency funds for unplanned medi …

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