Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
The S&P 500 gained 1.7% last week, alternating between up and down days. The index is still a little more than 2% of all-time highs in the spooky month of October (more on that below). We wouldn’t be surprised to see more volatility, but we still think the environment is supportive. Wit …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors …
The S&P 500 had one of their worst days in months on Friday, as President Trump threated higher tariffs on China and he accused them of “becoming very hostile.” As of now, we don’t anticipate the trade war to heat back up, but one thing to note is stocks were probably due for some volat …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the duo explores one of the most debated questions in markets today: Is artificial intelligence in a bubble? While headlines are filled with speculation, …
As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …
Wash and Repeat This might sound familiar, but the S&P 500 continued to climb higher last week, making fresh new all-time highs along the way. In fact, it closed higher all five days with new all-time highs on the last three days of the week, getting October off to a strong start. The i …
