A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …
In this episode, Bill and Grant discuss aging in the wrong place, the IRS puts some penalties on hold, and how to invest like the top zero-point-zero-zero-one percent.
Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market. Highlights include: Q1 GDP only rose 1. …
This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …
In this episode, Bill and Grant discuss already estimating the Social Security COLA for 2025, financial attachment, how in the stock market, FOMO is out, OMO is in, and what is a 401K.
Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include: May has …
In this episode, Grant and Jeff talk about money moves you must make in the first year of retirement, retirement obstacles you must overcome, and creating a reliable retirement paycheck.
