Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! Despite ongoing worries about tariffs, inflation, interest rates, and geopolitical concerns, the stock market has reached all-time h …
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 this episode of Carson’s Take Five, Ryan and Sonu dive into the latest market trends and economic worries. While we remain bullish, there are always concerns to watch. This week, we discuss: Inflation Data: Is the Fed overreacting? February Market Trends: Historically a weak month—what d …
Each year it is important to review your plan to ensure you are taking advantage of all the tax breaks and incentives available to you. Annual inflation adjustments and new laws create opportunities to save for retirement or reduce your tax bill. To help you make the best decisions regardin …
Understanding Tax Liability in Investment Planning To optimize your portfolio’s performance, it’s crucial to consider tax liability alongside investment gains. What Is Tax Liability? Tax liability is simply the amount you owe in taxes to the government—federal, state, and local. It ma …
Stocks had another late week sell-off last week over continued concerns over more tariffs, but all in all, should we be surprised by this recent volatility? We know tariffs are top of mind, so we will dive into that this week, but a few quick comments on markets in general first.
Tariffs are back in the spotlight! In this episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group break down the latest tariff announcements and their impact on global markets. We discuss: The new tar …
