Charitable giving can be an important part of a financial plan, providing an opportunity to support causes that matter to you while potentially creating financial and tax benefits along the way. But giving doesn’t always have to mean writing a check or making a cash donation. Depending on y …
For many people, retirement brings many advantages—more free time, fewer responsibilities, and more time for family and hobbies. Unfortunately, taxes can remain a constant burden even after you’ve left the workforce. Working with your financial advisor to develop a strong retirement plan ca …
Stocks were flat last week, but the S&P 500 continues to hold above its June peak. This level is a logical area of support. The 50-day moving average, which is just below this area, provides additional support. For now, we’d expect these two areas of support to hold. We noted last …
In this week’s The Glass Half Full, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist (recording from LaGuardia Airport on a delayed flight), tackle the question on everyone’s mind: Are higher interest rates going to derail the …
In this episode, Grant and Bill discuss sneaky expenses in retirement, why so many retirees claim social security early and what to know before adding annuity to the mix, the “magic number” behind a more luxorious retirement and why some wealthy investors are moving away from st …
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 …
