New Highs Are Here What a wild ride 2025 has been and it is only halfway over! After being down nearly 20% at the lows in April, stocks have staged one of the largest reversals ever and on Friday moved back to new highs.
What a few weeks for investors. Yes, the S&P 500 lost a little ground last week. But let’s not miss the forest for the trees. After more than a 10% drop in only two days after Liberation Day on April 2, fear and panic was in the air. As we noted many times last month …
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 …
Wondering how to prepare for retirement the smart way? You’re not alone. Whether your dream is to travel the world, spend time with grandkids, or simply enjoy a slower pace, retirement is one of life’s biggest transitions—and it deserves a solid plan.
The Growing Role of Philanthropy in Wealth Planning People today are more interested than ever in finding ways to align their long-term financial goals and their personal values. According to a report from the consultancy Altrata, charitable contributions from ultra-high net worth individua …
What an end to April, and May is off to a strong start as well. In fact, the S&P 500 finished higher the last seven days of April, tying the longest win streak to end that month ever. It didn’t end there though, as stocks have gained the first two days of May, for an …
In this episode of Carson’s Take Five, Ryan and Sonu break down the headline-grabbing GDP miss of -0.3% and ask the big question: Should you sell in May? They explain why the negative GDP number doesn’t mean the U.S. is in a recession, diving into the components of growth and what really ca …
