Among the many shifts in 2025, few were as striking as the speed and scale of artificial intelligence development. It was only about three years ago that OpenAI released ChatGPT to the public, yet the AI boom is already reshaping markets. While past investment waves, such as the internet bo …
Stocks had another rough week. The S&P 500 flirted with the June lows and swung back into bear market territory. Investors are worried about inflation, the Fed, the economy, the Russia-Ukraine war, among other market challenges.
What is the difference between preferred and common stock? Find a preferred stock definition and learn how common stock works.
Optimizing your Social Security benefits can have a big impact on your quality of life in retirement. Carson’s Senior Wealth Planner Ryan Yamada hosted the webinar How to Optimize Social Security, which is now available on-demand.
One common way investors lower their risk is to diversify their holdings with different assets. When you hold a mix of investments, your portfolio is protected from being wiped out if one investment fails. Exchange-traded funds (ETFs), mutual funds, and index funds are all assets that prov …
The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …
What are mutual funds? We’ll break down the basics of investing in mutual funds and compare mutual funds vs. index funds.
