Webinars

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Facts Vs Feelings Take 5 – GDP is Negative, Should You Sell in May?

In this episode of Carson’s Take Five, Ryan and Sonu break down the headline-grabbing GDP miss of -0.3% and ask the big question: Should you sell in May? They explain why the negative GDP number doesn’t mean the U.S. is in a recession, diving into the components of growth and what really ca …

Market Commentary: Markets Perk Up but Macro Outlook Still Messy

What a Week Last week started with a huge 2.4% drop in the S&P 500, but it ended with a four-day win streak and stocks up 4% on the week. The rally started when President Trump opened the door to drastically lower tariffs on China, but it was also a big week for earnings. Although …

How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

Facts Vs Feelings Take 5 – Can President Trump Fire Jerome Powell?

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group! In this fast-paced episode, Ryan and Sonu unpack a major question shaking investor confidence: Can President Trump fire Federal Rese …

Traditional vs. Roth IRA: Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives—most likely only vaguely aware of the portion of our paychecks going into our 401(k)s. If this describes you, it’s time to give retirement savings more attention—particularly in the case of IRAs.   

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