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The Glass Half Full: Happy 4th Birthday to the Bull (Ep. 31)

In this birthday edition of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the fourth anniversary of the bull market that began after the 2022 bear market and ask: Can it make it to year five? The …

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Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire

The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …

Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Stocks fell three days in a row to end the holiday-shortened week but still managed to finish the week near flat thanks to Monday’s gains. Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed” …

Facts Vs Feelings Take 5 – The Latest on the War in the Middle East

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, address the mounting uncertainty surrounding the ongoing conflict in the Middle East, reflecting on how geopolitical turmoil historically affects markets. Despite short-term volatili …

Facts Vs Feelings Take 5 – When Will Inflation Heat Up?

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, examine the recent narrative that inflation is about to spike again — and explain why the actual data says otherwise. While tariff concerns and headline warnings have investors on ed …

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