In this week’s episode, Ryan Detrick, Chief Market Strategist, reports live from the bustling Sixth Street in Austin while Sonu Varghese, VP, Global Macro Strategist, holds down the fort in a much quieter spot. Despite the market noise—both literal and financial—there’s actually some …
Ready to work with a financial advisor or wealth planner? We’ll break down your questions, including what is financial planning, what does a financial advisor do, and what are fiduciary advisors?
Nobody knows with complete certainty what 2023 will bring for your finances, but we have some educated guesses. Learn about how 2022 events might impact your 2023 in our on-demand webinar A Look Ahead to 2023 with Carson’s Senior Wealth Planner Kevin Oleszewski CFP®, MST, EA.
Various measures of inflation continue to track lower, likely opening a path for the Fed to stop its aggressive rate hiking cycle. Consumer prices continue to fall quickly, suggesting inflation is steadily trending lower. The consumer has been extremely strong this year, but recent retail s …
What are the differences between a revocable trust vs. Irrevocable trust? We’ll answer all your questions, including what is a trust, how trusts are taxed, and which trust is best for asset protection.
What’s the difference between a wealth manager and financial advisor? We’ll talk about similarities between what wealth managers do and what financial advisors do, and how they may differ from one another.
When Will the Santa Rally Start? Last week was rough for equity markets. The S&P 500 Index fell 3.4%. As we noted, December is historically strong for stocks, and we don’t expect 2022 to be any different. It has been the third best month for the S&P 500 since 1950 (April and Novemb …
