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Facts vs Feelings Take 5 – Thinking About 2026

In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …

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A New Take on Tariffs

In this episode, Grant and Bill discuss a new take on tariffs, what Warren Buffet says about market volatility, and a breakdown of the FIRE strategy.

When Retirement Isn’t a Choice

In this episode, Grant and Bill discuss when retirement isn’t a choice, can you afford long-term care, and will you have enough to live and spend the way you want?

Market Commentary: The Case for Stocks in 2026 Is Building

The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

Could You Benefit from a Financial Advisor? 20 Key Questions

One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …

Facts vs Feelings Take 5 – Don’t Stop Believin’

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …

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