Market Commentary: Weak Markets in September Are Not Unusual
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 …
Facts Vs Feelings Take 5 – Student Loans, Strikes and Shutdowns
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? …
Investing for Retirement Outside of Stocks with Yahoo Finance
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 …
Your Money
MoreInvesting for Retirement Outside of Stocks with Yahoo Finance
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 …
Should I get my college student a credit card?
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 …
Life Goals: Understanding Life Insurance and How it Fits in Your Finances
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.
2023 Calendar: Key Tasks & Financial Dates
Tackle 2023 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
Your Business
MoreBuilding Your Ideal Business Succession Plan
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 …
Succession Planning for Your Business
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 …
5 Common Business Exit Planning Mistakes (and How to Avoid Them)
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 …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreLife Insurance: Protection or Financial Plan
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 …
5 Common Retirement Planning Mistakes
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.
Your Retirement Income 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.
7 Important Retirement Savings Topics for 2023
See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
Your Legacy
MoreLife Goals: Understanding Life Insurance and How it Fits in Your Finances
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.
Exit Strategies for Business Owners
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.
Succession Planning for Your Business
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 …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
MoreLife Insurance: Protection or Financial Plan
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 …
7 Economic Myths Busted
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 …
The Civil Servants Who Inspire
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 …
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreMarket Commentary: Weak Markets in September Are Not Unusual
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 …
Facts Vs Feelings Take 5 – Student Loans, Strikes and Shutdowns
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? …
Market Commentary: More Seasonal Choppiness
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 …
2023 Market Outlook Report
Just because 2022 was a poor year for stocks and bonds doesn’t mean the same will be true for 2023. See why the Carson Research team believes there are reasons to be optimistic in 2023.
Mitlin Money Mindset
MoreFailing Forward with Diego Vetencourt, Episode #151
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 …
SMB Law Group with Kevin Henderson, Episode #150
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 …
This Is My Brave with Jennifer Marshall, Episode #149
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 …
In the News
MoreCOVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Op-ed: Here’s the financial impact of the NCAA permitting college athletes to profit off their name, image and likeness
Student athletes and their parents have likely heard that the NCAA has opened the door to allow collegiate athletes the ability to profit off their name, image and likeness.