This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss three major comebacks: President Trump The bull market Market broadening Tune in as they highlight potential tax cuts, tariff uncertainties, an …
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 …
As someone with a significant estate to leave, deciding who you leave it to and how you leave it are clearly important. Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. So is fairness — especially if you have several c …
“Stocks take the escalator up, but the elevator down.” Old investing maxim
In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …
Understanding Asset Protection Safeguarding your wealth is as important as building it. Even if you make all the right decisions in accumulating and growing wealth, neglecting to protect it can ruin your financial plan. What Is Asset Protection? Asset protection is a set of legal strategies …
That Escalated Quickly; Putting Things in Perspective If you looked at markets last Wednesday, you would hardly know that the Fed had just cut rates. The S&P 500 sold off nearly 3% and we saw 97% of all stocks in the S&P 1500 fall. That is what we call a selling cascade and it has …
