Charitable giving can be an important part of a financial plan, providing an opportunity to support causes that matter to you while potentially creating financial and tax benefits along the way. But giving doesn’t always have to mean writing a check or making a cash donation. Depending on y …
Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality many face without proper preparation. T …
Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up 9.6% (excluding dividends), and it did it in style. The index’s second-quarter gain of 14.9% was the best Q2 in …
In this episode, Grant and Bill discuss Social Security just hit a historic milestone — and it directly affects your retirement date.
In this July 4th edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take a quick break from the fireworks to share four reasons to be thankful for where markets stand at the midpoint of the year. …
The S&P 500 fell all five days last week, losing nearly 2%, and is currently down seven of the past eight days. After a historic 15% gain in April and May, June has been weak, which isn’t a total surprise. In fact, the current 3% loss for the month isn’t all that bad, especially when yo …
In this episode, Grant and Bill discuss working into your 90’s because a clerical error denied you a pension, retirement confidence is sliding, and the American dream.
