With a day to go, the S&P 500 is up a very impressive 3% during the historically weak month of August. That’s the good news. The bad news? September is around the corner, and some of the worst months ever have taken place during this month. Another Solid Week The two big events last wee …
In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.
In this episode, Grant and Bill discuss passive income, where does Healthcare coverage rate on your list of top priorities, and the world’s top retirement destination.
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …
In this episode, Grant and Bill discuss avoiding retirement disenchantment, RMD’s, and is there a perfect age to retire?
