In this episode of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what the midterm elections could mean for the stock market, with just one week to go. They start with what markets have actually b …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …
Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
November is now behind us, and we hope everyone had a chance to enjoy Thanksgiving with family and friends. As for the markets, we went from hearing it was the worst November for stocks since the Great Financial Crisis in 2008 to hearing it was the best Thanksgiving week for stocks since 20 …
A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience across asset classes. They …
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
