We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above 50,000 and finally closed at a new high, joining the S&P 500, Nasdaq, and small-cap Russell 2000, which all have already been making new …
As a business owner, you juggle a million decisions each day, from strategic planning to financial oversight. And one of those decisions involves structuring retirement benefits for your company. After all, the right retirement plan can also be part of a tax-smart wealth optimization strate …
The S&P 500 climbed more than 1% in a holiday-shortened week despite rising worries that the US could strike Iran at any moment. Yes, the stock market has held up surprisingly well, but the real action has been in the oil markets, with crude oil recently up over $70/barrel. By no means …
Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into growing concerns that artificial intelligence could replace jobs across the economy. Despite eye-catching headlines and stock market swings in certain industries, the broader lab …
Here we are on February 17 and the S&P 500 is almost exactly flat for the year (as of Friday) after falling a little over 1% last week. This doesn’t worry us. We’ve noted that February has a history of being a banana peel month and many other areas of the market have held up …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …
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