Facts Vs Feelings Take 5 – Will Higher Rates Break the Economy?

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 …

Facts Vs Feelings Take 5 – The State of the Consumer

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 …

How to Pay for Long-Term Care

 Long-term care expenses can be overwhelming, especially for those who didn’t understand the costs they would experience later in life. How will you pay for long-term care in the final chapters of your life?  Watch our webinar, “How to Pay for Long-Term Care” with Carson Group’s Vice Presid …

Market Commentary: Stocks Pause After Post-Election Surge

Stocks Can Go Down After the S&P 500 soared more than four percent the week of the election (the best week of the year), there was some late week selling last week on worries over inflation potentially coming back, the Federal Reserve Bank (Fed) possibly not cutting as much as expected, …

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

Market Commentary: Swift Election Results Boost Investors’ Confidence

First things first, we’d like to thank all the veterans out there that have helped or currently help to keep our great nation free and safe. Thank you! This week, we will focus on the election and potential impacts of a second term for President Trump .

Eight Interesting Things to Know About the Election

“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.

Facts Vs Feelings Take 5 – We Have a New President

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the post-election market outlook. They note that the election results bring stability, a positive factor for markets. Key points include expect …

Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …

Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us