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Multigenerational Family Wealth Guide

Successfully creating and managing multigenerational wealth is about more than simply acquiring money to pass down to future generations. It’s also about passing down your family values so you’re loved ones can use the wealth they inherit in a way that helps them find JOY in the …

Facts Vs Feelings Take 5 – Inflation Data Continues to Improve

In the latest episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, discusses the improving trends in inflation. Ryan also highlights the Federal Reserve’s likely rate cuts, strong economic fundamentals, and the resilience of the current bull market, which has seen …

Find Your Purpose Now

Finding your purpose early in life can be a powerful driver of fulfillment, influencing everything you do. While it might seem tough to wrap your head around in your twenties, thirties, or even forties, the more you understand what truly matters most to you, the clearer your purpose becomes.

Grow your practice with JOYful money conversations

During this upcoming webinar award-winning financial advisor Larry Sprung, CFP®, will reveal how JOY-focused and positive money conversations have transformed his business, sparked a movement, and created a powerful framework to help financial advisors like you grow your practice. Retiremen …

Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Not an Old Bull Market We’ve noted week after week this year why we thought stocks would likely rally and fortunately that’s what we’ve seen happen. The S&P 500 is up more than 27% in 2024, which would go down as the best election year return ever, and it has made 56 new all-time highs, …

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