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: S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending
You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see …
The Glass Half Full: SpaceX IPO (Ep. 013)
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, break down the biggest financial story on everyone’s mind—the SpaceX IPO—and what it means for investors navigating a market runnin …
Getting Ready to Retire? How to Be Fully Prepared
During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …
What to Know About Inheritance Tax Planning
Before diving into the complexities of estate taxes, trusts, and gift limits, it’s essential to understand that effective inheritance tax planning is not just about working to minimize a tax bill. It’s also about working to preserve your hard-earned assets for your loved ones. Whether you’r …
Market Commentary: Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
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 …
Charitable Gift Annuity: A Smart Way to Give Back and Reduce Taxes
If you’re a high net worth individual (HNWI) looking to align your philanthropic goals with strategic financial planning, the charitable gift annuity (CGA) can be an ideal solution. Often overlooked in favor of more complex tax strategies, charitable gift annuities can help deliver re …
