Insights

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …

What’s the difference between a wealth manager and financial advisor? We’ll talk about similarities between what wealth managers do and what financial advisors do, and how they may differ from one another.

Whether you’ve been investing in the stock market for a few years or a few decades, you likely know the thrill of a bull run and the unease of a bear market. The real challenge isn’t navigating one or the other; it’s in building an investment portfolio that can strategical …

You’ve built your wealth over time, whether through your career, investments, family assets, or a combination of all three.  But earning more also means planning smarter, because every extra dollar you send to taxes is a dollar that isn’t growing your portfolio or helping you reach your goa …

As a business owner, you juggle a million decisions each day, from strategic planning to financial oversight. And one of those decisions involves structuring retirement benefits for your company. After all, the right retirement plan can also be part of a tax-smart wealth optimization strate …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …

Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …

While each of us has our own set of financial goals and objectives, one smart strategy can be beneficial in any number of situations: tax-advantaged accounts. These are accounts such as IRAs, 401(k)s and HSAs—accounts specifically designed to help reduce your tax burden, whether that’s a be …

You’ve been steadily building your retirement savings throughout your career, maybe dreaming of early retirement, a second home, or just some extra financial breathing room. But when can you pull from your 401(k) without penalty? Here’s a guide to knowing exactly when, how, and what rules a …

You’ve probably heard that giving to charity is a great way to do good and get a tax break. But what if you could get the entire tax deduction now, and then decide which charities to support later? That’s the magic of a donor-advised fund, or DAF. Think of it as a personal, charitable savin …

Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.

You’ve probably heard that life insurance can be a great way to provide for your loved ones, but what if there was a way to make sure that money is managed and protected exactly as you intend after your death? Enter the Irrevocable Life Insurance Trust, or ILIT. While it might sound c …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …

We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 15 all-time highs in 2026. The main catalyst for this rally has been an incredible Q1 earnings season, with 84% of …

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the AI spending wave that is reshaping the economy, driving corporate profits, and fueling one of the strongest months in stoc …