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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The Glass Half Full: Bonds, Shaken & Stirred (Ep. 012)
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, dig into one of the most overlooked stories in today’s market: bond yields are rising sharply, and every investor with a portfolio …
Can I Afford to Retire Early?
Wondering if the time is right to clock out once and for all? While the idea can seem tempting, we believe you don’t want to be hasty. Take our quick quiz to help you determine whether you’re adequately prepared to retire early—or if you may need to keep working a bit longer. …
What’s an ETF? Your Guide to Exchange-Traded Funds
Curious about how to invest in ETFs? We’ll define what an exchange traded fund (or ETF) is and break down the differences between ETFs, index funds, and mutual funds.
Spousal Lifetime Access Trust (SLAT) Strategies: How to Help Preserve Wealth and Reduce Estate Taxes
You’re well on your way to building significant wealth (or maybe you’re already there), and with that success typically comes the need for sophisticated financial planning. What if you could proactively protect your legacy for your family while maintaining flexibility today? Ent …
Market Commentary: Inflation Is Hot but So Are Stocks—Why That Can Make Sense
The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …
The Glass Half Full — Is This 1999 Again? (Ep. 011)
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, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …
