As an advisor, we get tasked with showing someone why they should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
There are often a lot of topics clawing for your attention. Raising interest rates, inflation, talks of recession and market volatility are all topics that the news media want you to focus your time and energy on. This creates feelings of scarcity and fear, which keeps us tuned in to their …
The Summer Rally Continues Another week and more new highs for the S&P 500. As we’ve noted before, summer rallies are actually quite normal in an election year and we didn’t think this year would be any different. In fact, the three summer months are up more than seven percent on averag …
New GDP and consumption data are showing some cracks in the economy. Should investors be worried? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: GDP growth was 1.3% Income growth has been slowing …
Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …
Looking Ahead to June “It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime”
Some well-known bears have recently made dramatic assertions about the stock market. Should investors listen? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: The Dow and S&P 500 have hit histor …
