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 …
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!
Tom Ruggie, ChFC®, CFP®, a Barron’s top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team’s decision to affiliate as a Carson Wealth office.
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.
Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Socia …
