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Facts Vs Feelings Take 5 – Will the Good News Last?

After weeks of volatility, the markets finally gave us something to smile about! In this episode of Carson’s Take 5, Ryan and Sonu break down what sparked the historic market rally, what it could mean for investors, and whether this good news has staying power. Spoiler: It might all c …

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Market Commentary: How to Think About the S&P 500 Correction

Understanding Market Corrections The S&P 500 moved into a “correction” on Thursday of last week, defined as a close at least 10% below the index’s recent closing high. Here are some things we know about corrections, which we’ll look at in depth this week.

Facts Vs Feelings Take 5 – Is This Normal?

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down what’s normal, what’s not, and why investors shouldn’t panic. Pl …

7 Tips to Successfully Transfer Wealth to Your Kids

70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.   Download Guide

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