This week on Take 5, in the spirit of Halloween, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss market fears in a lighthearted way. They mention potential economic concerns like elevated mortgage rates, energy p …
Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.
Alana Macy CFP®️️️, MBA Wealth Advisor We’ve been on a wild ride the last 3 years, with increased market volatility, a global pandemic, a housing boom, political turmoil and rising inflation. If you didn’t know, we have actually been out of a bear market for 8 months now. The market bottome …
Alana Macy CFP®️️, MBA Wealth Advisor Identity theft is the fastest growing crime in the United States and, on average, there are 7 million identity theft incidents per year. If you are over age 65, you are most at risk of having your identity stolen. The world is changing, thieves are gett …
After a huge run-up in June, stocks have consolidated in July, which is perfectly normal. We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. Two data points indicate continued strength. The S&P 500 has not broken the Aug …
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible. You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
