Tax Planning for the Start of a New Year

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich, Carson Group Manager & Sr. Wealth Planner in our Tax Planning for the Start of a New Year webinar, now available …

Laughing Matters: Unleashing Joy with Paul Osincup, Episode #173

After more than a decade of researching humor—and applying it in his own life—Paul Osincup realized it was powerful. Paul became interested in the use of humor to influence, lead, decrease stress, and boost resilience. There’s a lot written about how good humor is for us. There are so many …

Market Commentary: Late February Bumps are Normal

Welcome to Late February The S&P 500 fell slightly last week, and it’s fair to say the market was due. The shift comes on the heels of the index being higher 14 out of 15 weeks while gaining more than 20% over that period for the first time in history. In other words, a pause …

Facts Vs Feelings Take 5 – Debt Isn’t As Bad As You Think

We’re hearing a lot about debt, but it might not be as bad as you think. Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Credit card debt Overall debt Mortgage debt Looking for more inv …

Can You Benefit From The Power of Tax Loss Harvesting?

Taxes are an adversary of anyone’s financial well-being.  We must all pay our fair share of taxes, but at the same time there are strategies you should be aware of that may assist you in lowering the financial impact.  One such strategy, tax loss harvesting, can be transformative in the pro …

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