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 …
Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …
What’s the difference between a wealth manager and financial advisor? We’ll talk about similarities between what wealth managers do and what financial advisors do, and how they may differ from one another.
Whether you’ve been investing in the stock market for a few years or a few decades, you likely know the thrill of a bull run and the unease of a bear market. The real challenge isn’t navigating one or the other; it’s in building an investment portfolio that can strategical …
We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 15 all-time highs in 2026. The main catalyst for this rally has been an incredible Q1 earnings season, with 84% of …
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 …
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 …
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