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Market Commentary: Outlook 2026 – Riding the Wave

Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …

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Financial Planning Without the Fear: How a JOY-First Approach Changes Everything

For most people, the idea of meeting with a financial advisor feels… intimidating. “What if they judge me for past mistakes?” “Shouldn’t I have figured this out by now?” “What if it’s just another sales pitch?” “What if the advice isn’t worth what it costs me?” These fears are real. And the …

4 Unforeseen Third-Party Sales Challenges for Small Business Owners

Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …

Facts Vs Feelings Take 5 – Talking About the Government Shutdown

In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macros Strategist, dive into the latest government shutdown and what it means for the markets and the economy. While shutdowns grab headlines, history shows their long-term impact on …

Your Money Needs a Why: Dr. Daniel Crosby & Larry Sprung on JOYful Wealth

When it comes to financial planning, numbers are only part of the story. Larry Sprung, CFP®, award-winning financial advisor and host of the Mitlin Money Mindset®, was joined once again by Dr. Daniel Crosby the Chief Behavioral Officer at Orion to explore explored one of the most important …

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