There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.
Uncertainty Still Prevails After a promising Monday (S&P 500 up 1.8%) stocks stalled over the rest of the week. The S&P 500 ended up down 1.5% for the week and is now down 9.0% from the February 19 highs, but only down 4.8% for the year.
In this episode, Grant and Bill discuss the stock market correction, if the government shuts down does your SS shut down too, building a ladder for income in retirement, and if you’re the adventurous type, we have unique vacation ideas for you!
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this episode of “Carson’s Take Five,” we bring a mix of global macro insights with on-the-ground observations from Istanbul. Whil …
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
Now What? Last week, we discussed how the S&P 500 officially moved into a correction (down more than 10% from the February 19th peak). We noted then that most years (even some of the best years) see volatility and scary headlines, with many of those years seeing a 10% correction at some …
In this episode, Grant and Bill discuss what else the President wants to stockpile, which is easier…saving or spending, how focused conversions might be able to save you money on taxes, and how you would vote on Daylight Savings Time.
