The incredible rally continued last week, with more gains across the board and more new highs. In the end, the S&P 500 gained more than 10% in April, the second-best April ever (going back to 1950). As we noted at the beginning of April, we expected a surprise rally, but even we didn’t …
In this episode, Grant and Bill discuss travel tips for retirees, AI scams vs financial planning, and how you might feel the pinch from the new pharmaceutical tariffs.
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 …
Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …
In this episode, Grant and Bill discuss how a government shutdown could effect your investments, why it’s worth a review of your Medicare Advantage plan, and estate planning in the digital age.
