Insights

The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …

Stocks aren’t the only way you can invest your retirement savings, at a time when it’s safer to be as diversified as possible. As part of Yahoo Finance Live’s Retirement Readiness series, Mitlin Financial Inc. Founder and Wealth Advisor Lawrence Sprung, CFP®, who is also t …

As college students head to campus, many will face the lure of credit cards for the first time. Credit cards are not a problem, but uneducated spending with them can be an issue. If you’d like to help your kids understand money, check out this interview with our founder and wealth adv …

Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand. 

By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …

  The hit show Succession on HBO has shown all business owners the importance of having a succession plan.  Although the company started by the Roy family, Waystar Royco, is a multi-billion dollar company, many of the challenges faced by them as a business and a family is things that n …

By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner  Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …

As bloggers, financial coaches, “influencers” and TikTok’ers have taken to the internet trying to convince investors that buying life insurance is financial planning, it has become more and more confusing for the average person to understand.  Buying life insurance alone is NOT comprehensiv …

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand. 

Watch our webinar, “Life Goals: Understanding Life Insurance and How It Fits in Your Finances” with Carson Group’s Vice President, Insurance Matt Lewis, now available on-demand. 

Watch our webinar, “Exit Strategies for Business Owners” with Carson Group’s Director, Wealth Planning Kimberly Flynn and Mark Petersen, Vice President of Affluent Wealth Planning, now available on-demand. 

  The hit show Succession on HBO has shown all business owners the importance of having a succession plan.  Although the company started by the Roy family, Waystar Royco, is a multi-billion dollar company, many of the challenges faced by them as a business and a family is things that n …

As bloggers, financial coaches, “influencers” and TikTok’ers have taken to the internet trying to convince investors that buying life insurance is financial planning, it has become more and more confusing for the average person to understand.  Buying life insurance alone is NOT comprehensiv …

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

  There is a saying, “I’m glad I had a praying mother.” Well, I’m here to tell you that I am blessed to have had a praying mother and father. I was born in New York City to an NYPD officer and an MTA bus driver and a pastor. Now when I normally say this …

The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they dig into student loans, strikes, and shut-downs. Highlights include: What are the concerns about the upcoming restart of student loan repayments? Will we see a government shutdown? …

Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bullish investors may view this as encouraging, as they would prefer to see stocks catch thei …

Diego Vetencourt is a political refugee from Venezuela turned entrepreneur through marketing. After being detained by the communist party in 2016, he was able to come to the States under refugee status where he started as an Uber driver. By 28, he had failed multiple businesses such as an E …

Kevin Henderson is the co-founding partner of SMB Law Group and the SMB Center. He’s also the host of the Mundane Millionaires podcast. Kevin is a seasoned corporate lawyer with over a decade of M&A, venture capital, and public capital markets experience. In 2022, Kevin and his partners …

Jennifer Marshall is the founder of “This Is My Brave,” the leading platform for individuals to share their stories of overcoming mental illness through creative expression. Jennifer formed the organization after experiencing a positive outpouring of support following the publication of her …