Blog
Facts vs Feelings Take 5 – Market Outlook: Riding the Wave
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, share their 2026 market outlook and explain why they believe conditions remain supportive for investors, highlighting market momentum, improving fundamentals, and the ongoing i …
Market Outlook 2026: Riding the Wave into the New Year
Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
The Basics of Required Minimum Distributions With Your Retirement Account
Many retirement accounts—including 401(k)s and IRAs—give individuals the ability to save for retirement in a potentially tax-advantaged manner. Contributions are often tax-deductible, and gains are tax-deferred. This means your retirement funds can grow without being taxed until you start w …
Market Commentary: Three Timeless 2025 Market Lessons for 2026
2025 was a great year for investors, as stocks made new highs across the globe, bonds had their best year since 2020, and commodities gained overall with gold and silver soaring. What do we see in 2026? That will have to wait one more week, as this week we wanted to take a look back at some …
Market Commentary: GDP Upside Surprise and Keeping an Eye on the Santa Claus Rally
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
Facts vs Feelings Take 5 – How’s the Economy?
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
