What Is an Estate Planning Attorney (and When Do You Need One)?
Is an estate planning attorney necessary to creating a creating an estate plan? Find out whether estate planning without a lawyer is a good idea for your situation.
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Market’s ‘Good News Is Bad News’ Response to Jobs Report May Actually Be Good News
Friday was a challenging day for stocks. The S&P 500 fell 2.6%, which ended the index’s extraordinary nine-week winning streak. We have not had a 10-week streak since 1985, and the clock is now reset on having another one. The main driver for Friday’s sell-off? A “good news is bad news” …
The Glass Half Full: Rooftop Rally—The Bull Market Keeps Climbing (Ep. 14)
Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from the rooftops near Wrigley Field for a fast-moving conversation on the latest market rally, the AI trade, and what it all means for investors. The S&P 500 has ex …
Estate Planning Checklist
Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
Executive Compensation Tax Planning: Strategies to Help Protect and Grow Executive Wealth
If you’re a corporate executive, you’re likely not just pulling in a salary and a 401(k) match from your employer. Your executive compensation package likely includes bonuses and stock options, along with restricted stock units (RSUs) and other equity incentives, which can create a more com …
Tax Compliance and Risk Management: Navigating Complex Tax Environments
If you’re an executive or ultra-high net worth individual, you’re likely no stranger to unique tax challenges, whether it’s facing top marginal tax rates or navigating ever-changing, complex tax codes. That’s why tax risk management can play such a critical role in protecting your wealth, m …
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 …
