Some Worries We Have The S&P 500 is less than 0.1% away from new highs and up 4% on the year, on the heels of gaining 25% last year and in 2023. Yes, things have been very good for investors and fortunately we’ve been in the camp for more than two years now that we …
In Carson Investment Research’s 2025 Outlook, we looked at both policy opportunities and risks, including tariff policy, for markets in 2025. Our assessment was the impact of opportunities would likely significantly outweigh the impact of the risks. Our baseline view hasn’t changed, but the …
Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your family’s wealth and even lead to legal co …
What a week it was, as we came into Monday morning with stocks down significantly over worries about Chinese AI-based company DeepSeek. We will discuss that more below, but the bottom line is despite the large losses we saw in large technology names on Monday, last week really held up quite …
This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the sudden rise of Deep Seek, a new AI company out of China, and its sudden impact on the markets: The market’s reaction to Deep Seek’s rapid r …
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.
The Foundations of Philanthropic Financial Planning If you’ve been thinking about donating to causes that are important to you but have not yet pulled the trigger, or your giving plan simply consists of giving to places like your child’s school or your church or community group when they as …
