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The Glass Half Full — The AI Wave Continues (Ep. 010)

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 AI spending wave that is reshaping the economy, driving corporate profits, and fueling one of the strongest months in stoc …

How to Leverage Tax-Advantaged Accounts

While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged accounts. These are accounts such as IRAs, 401(k)s and HSAs—accounts specifically designed to help reduce your tax burden, whether that’s a be …

When Can I Withdraw From My 401(k)?

You’ve been steadily building your retirement savings throughout your career, maybe dreaming of early retirement, a second home, or just some extra financial breathing room. But when can you pull from your 401(k) without penalty? Here’s a guide to knowing exactly when, how, and what rules a …

Market Commentary: Stay in May Has Been OK

The incredible rally continued last week, with more gains across the board and more new highs. In the end, the S&P 500 gained more than 10% in April, the second-best April ever (going back to 1950). As we noted at the beginning of April, we expected a surprise rally, but even we didn’t …

The Glass Half Full — Powell Stays (Ep. 009)

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 a historic Fed meeting, bust the “Sell in May” myth wide open, and make sense of a GDP report that looks soft on t …

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