This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …
Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize
Before we start this week, we want to wish former President Trump a speedy and full recovery. Our political institutions require passion and even partisanship by design, but are peaceful by design as well. Our hearts go out to all the victims and especially the family of Corey Comperatore.
We’ve officially made it halfway through 2024! Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss what’s been happening up to this point — and what you could potentially see in the second half. Highlights include: 2024 has had the best …
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …
In today’s complex financial landscape, managing your wealth effectively requires more than just making smart investments. It involves a comprehensive approach that integrates all aspects of your financial life, from investment strategies to tax planning, estate planning, and beyond. At Swe …
“Everything good, everything magical happens between the months of June and August.” Jenny Han, writer of The Summer I Turned Pretty trilogy
