October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …
In this week’s Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, flies solo while Sonu Varghese, Chief Macro Strategist, handles a family emergency, and makes the case that the calendar is your friend heading into the final months of a midterm year. With the S&am …
The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst weeks of the year. Unfortunately for the bears (and fortunately for the rest of us), they couldn’t just make headway. Yields may have moved t …
The topic of Medicare can raise a lot of questions for many people. One of the most common questions I receive revolves around when you should sign up for Medicare, and that’s understandable. After all, you can’t simply sign up anytime you want, and the timing of your enrollment window can …
The S&P 500 slipped 0.5% last Wednesday after the Fed hiked interest rates for the first time in three years, but a late-week bounce left the index essentially flat for the week, down less than 0.1%. The Fed moved its benchmark interest rate up 0.25% (25 basis points) to a target range …
In this week’s Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle the big question after the Fed’s surprise move: Will rate hikes kill the bull market? The Fed raised rates by 0.25% to roughly 4%, its first hi …
I’m not one to usually worry about government debt, but I believe we have a problem, folks. Inflation is elevated and AI needs a ton of capital to finance its buildout, both of which would normally raise the cost of capital, i.e. interest rates. But on top of that, we’re running unprecedent …
