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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Wealth Manager vs. Financial Advisor: What’s the Difference?
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.
Bull vs. Bear Market: How to Invest Through Every Cycle
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 …
Market Commentary: Strong Earnings, Labor Market Improvement Help Send S&P 500 to Sixth Straight Week of Gains
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 …
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 …
