Insights

Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bullish investors may view this as encouraging, as they would prefer to see stocks catch thei …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

By Scott Berryman, JD First there was Al and Tipper Gore. Then Bill and Melinda Gates. Divorce after the age of 50 is no longer so rare. From 1990 to 2010, the divorce rate for people over 50 doubled. It’s leveled off somewhat, but continues to rise for people over 65. Longer life exp …

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

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 …

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand. 

Retirement accounts like 401(k)s and IRAs allow individuals to save for their future in a tax advantaged manner. IRA and 401(k) contributions are often tax deductible and gains are tax deferred – meaning you may only pay taxes when you withdraw money from your account.

Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand. 

The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.

529 plans have long been the preferred option for parents, grandparents, and investors alike to fund qualified education expenses. While this isn’t likely to change, a recent decision in Washington, D.C. has changed the game and unlocked a unique opportunity for those saving into 529 …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bullish investors may view this as encouraging, as they would prefer to see stocks catch thei …

What’s going on with inflation and the Fed? Find out with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Inflation has gone up for the first time in a while Energy prices, particularly fuel, have increased Core inflatio …

Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, August and September can be tricky. September, specifically, has been the worst month of the yea …