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Facts Vs Feelings Take 5 – Stocks At All-Time Highs, Now What?

It took more than two years, but the S&P 500 hit another all-time high last week. With stocks up significantly, many investors are asking whether or not to worry. Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese for their insights. H …

Applying to College? These Changes to the FAFSA May Affect You

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …

What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, 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, “ …

Tax Changes When the Trump Tax Cut Expires

In this episode, Grant discusses changes in the income strategies when the tax Trump cut expires at the end of 2025. Also tax breaks for people over the age of 65 often miss, death of a spouse, and how hybrid life insurance can pay for long term care.

Facts Vs Feelings Take 5 – Hot and Cold

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they share the hot and cold sides of the markets and economy. Highlights include:   The stock market and economy are still going strong while inflation continues to fall  Geopolitical c …

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