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Facts vs Feelings The Glass Half Full — Is It Over? (Ep. 006)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take stock of a rapidly shifting landscape as a ceasefire in the Middle East brings cautious optimism to markets. With oil prices tumblin …
The 3-Lane Highway Approach to Financial Planning
Do you ever stop to consider if you’re getting the best financial advice? Are you receiving advice focused on solving your known—and unknown—problems? Are you on the road to living your fullest life? For many individuals and families, the answer is unclear. That’s because financial guidan …
Weekly Market Commentary: Bull Markets Haven’t Ended Like This, but Don’t Expect a Rate Cut
The S&P 500 finally gained last week, ending a five-week losing streak, even as crude oil soared 10% and the end to the war increasingly appeared to be many weeks away. The S&P 500 was down nearly 9% from its late January peak, but it bounced more than 3% last week. Incredibly, the …
Weekly Market Commentary: Five Timeless Lessons for Volatile Markets, and Why the AI Crash Narrative Doesn’t Add Up
Timeless Lessons for Volatile Times The roller-coaster market continues. News and rumors are dominating the discussion, and no one seems to know what to really believe. This week, we wanted to focus on some timeless lessons that all investors need to know during these volatile times. Volati …
To Give Now or Give Later: When Is the Right Time to Gift to Your Heirs?
You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes …
Weekly Market Commentary: Fear Is High and the Fed Seems Befuddled, but Fundamentals Are Good
The headlines remained quite dour last week, and hopes of a quick resolution in the Middle East continue to dwindle. Crude oil up in the mid-to-upper $90s also has many on edge, with concerns about how long it might stay there. Higher inflation could be coming as well, which means it could …
