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 state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets …
Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand.
The market’s impressive run off the October lows continued last week. The S&P 500 officially closed up more than 20% from its low set on Oct. 12. In the face of continued skepticism, stocks have progressively moved higher. Now with stocks up 20%, they have officially entered a new bull …
Most business owners put the succession planning process off too long. So, when should you begin succession and exit planning? Find out in our latest blog.
Breakout Confirmed We’ve been expecting stocks to continue their trend higher, but the S&P 500’s move above 4,200 was important. The S&P has closed above this level for two consecutive weeks now, suggesting the strength it has shown in 2023 is legitimate and more gains could be ahea …
Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible and gains are tax deferred – meaning you may only pay taxes when you withdraw money from your account.
Your retirement is the culmination of years of careful planning, and you don’t want to fumble the ball when the end zone is in sight. Download our checklist of key tasks to complete in the year leading up to your retirement to make sure you’re prepared for this major life milest …
