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How Will the One, Big, Beautiful Tax Bill Impact Markets?

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …

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Facts Vs Feelings Take 5 – How Worried Should We Be About Tariffs

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the implications of tariffs and their market impact. Tune in as they discuss recent tariff-related announcements, including potent …

Facts Vs Feelings Take 5 – 5 Things To Think About in 2025

This week on Take 5, Sonu Varghese, VP, Global Macro Strategist at Carson Group, and Barry Gilbert outline five key themes for 2025, emphasizing long-term investing over market timing. Tune in as they discuss: Expectations of potential market pullbacks The importance of staying invested Avo …

Facts Vs Feelings Take 5 – Things That Worry Us About 2025

In the final episode of Take 5 of 2024, Ryan Detrick, Chief Market Strategist at Carson Group, discusses three main worries for the upcoming year, 2025. They highlight that while stocks have seen significant gains recently, the next year may not replicate this trend. Additionally, a strong …

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