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What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

Facts Vs Feelings Take 5 – Hot and Cold

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they share the hot and cold sides of the markets and economy. Highlights include:   The stock market and economy are still going strong while inflation continues to fall  Geopolitical c …

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …

Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Aggregate Bond Index. We believe the odds of a recession remain low, with continued income growth, a recovery in rate …

Facts Vs Feelings Take 5 – Welcome to Our 2024 Outlook

Last year was full of surprises. Will the market and economy see much of the same in 2024? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they weigh in on what investors can expect. Highlights include:  The odds of a recession in 20 …

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