Retirement is full of important decisions. But in my opinion, few carry as much long-term impact as when and how you claim Social Security benefits. While it’s tempting to think of Social Security as a simple choice—claim early or wait—the reality is much more nuanced. The timing of …
Money conversations have traditionally led with numbers…… but what if a simple shift could transform the entire advisory relationship? Financial advisors have been trained to lead with numbers: statements, asset allocation, and projections. While numbers matter, they don’t alway …
Stocks soared last week, with the S&P 500 gaining more than 3.5% while the tech-heavy Nasdaq soared more than 5%, both making new all-time highs along the way. Sparking the surge was continued strong overall earnings. According to FactSet, Q2 S&P 500 earnings are now up a staggering …
In this week’s The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, broadcast live from Boston to celebrate a milestone: the Dow near 54,000 and the S&P 500 notching its first new all-time high since …
Life changes. Tax laws change. Your estate plan should evolve with them. It can be easy to assume that estate planning is simply about creating a will, but an effective estate plan can also help protect your loved ones, preserve more of your wealth, prepare for unexpected circumstances, and …
If nothing else, markets kept us entertained last week. The S&P 500 was higher four out of five days, but the down day was big as markets tested recently minted Fed Chair Kevin Warsh. U.S. stocks tanked after the Federal Reserve didn’t say much on Wednesday, but most of the losses …
