Blog
Facts Vs Feelings Take 5 – Worries We Have
In this episode of Carson’s Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak month—what d …
Tax Planning Checklist
Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
Master Your Retirement: Monthly Financial Planning Tips for 2025
Market Commentary: Tariffs Still the Talk of the Town
Stocks had another late week sell-off last week over continued concerns over more tariffs, but all in all, should we be surprised by this recent volatility? We know tariffs are top of mind, so we will dive into that this week, but a few quick comments on markets in general first.
Facts Vs Feelings Take 5 – How Much Should We Worry About Tariffs
Tariffs are back in the spotlight! In this episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group break down the latest tariff announcements and their impact on global markets. We discuss: The new tar …
Your 2025 Tax Update: What’s Changing for Your Money
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. While some changes simply adjust for inflation, o …
