Blog
Facts vs Feelings Take 5 – What Happens if the U.S. Strikes Iran?
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, break down what could happen if the U.S. were to strike Iran and how markets may respond. Ryan and Sonu discuss the potential impact on oil prices, inflation, interest rates, and affordab …
What Documents You Should Provide to Your Tax Preparer
It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …
Market Commentary: Supreme Court IEEPA Decision and Tensions in the Middle East
The S&P 500 climbed more than 1% in a holiday-shortened week despite rising worries that the US could strike Iran at any moment. Yes, the stock market has held up surprisingly well, but the real action has been in the oil markets, with crude oil recently up over $70/barrel. By no means …
Webinar: A Proactive Approach to Tax Planning
Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …
Facts Vs Feelings Take 5 – Is AI Coming for Your Job?
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into growing concerns that artificial intelligence could replace jobs across the economy. Despite eye-catching headlines and stock market swings in certain industries, the broader lab …
Market Commentary: An Artificial Intelligence Update
Here we are on February 17 and the S&P 500 is almost exactly flat for the year (as of Friday) after falling a little over 1% last week. This doesn’t worry us. We’ve noted that February has a history of being a banana peel month and many other areas of the market have held up …
