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Facts Vs Feelings Take 5 – Tariffs 101

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! This week, we break down the latest round of tariffs, their impact on inflation, corporate profits, and market volatility. While unc …

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth is quite common. What’s less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change.

Market Commentary: Good Riddance February, Hello March

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. Here’s the thing. Yes, the year-to-date gains we saw in January have vanished, but as we’ve noted before, early in a post-election yea …

Facts Vs Feelings Take 5 – We Still Aren’t Worried About Inflation

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we tackle the latest inflation data, why consumer expectations are rising, and why we still aren’t too concerned. From conflicting survey results to real-world business insights, we break down the numbers and …

Strategies to Help Finish the Tax Season Strong

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …

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