Facts Vs Feelings Take 5 – Why Things Aren’t That Bad

The headlines over the last few years have been very, very negative when it comes to the stock market and overall U.S. economy. Based on the National Bureau of Economic Research’s (NBER) recession criteria, we aren’t close to having one. Join Carson Group’s Chief Market Strategist Ryan Detr …

The Benefits & Purpose of a Trust in Estate Planning

By Beth Schanou, JD, CExP, Senior Wealth Planner Clients frequently ask whether they should leave their assets in a trust. My answer: It depends. If your net worth plus the death benefit of life insurance policies you own exceeds $13 million, putting your assets in specific types of trusts …

Work On Your Game with Dre Baldwin, Episode #156

Dre Baldwin is the CEO and Founder of Work On Your Game Inc. He invented his Work On Your Game framework as a “roadmap in reverse” to help professionals with mindset, strategy, accountability, and execution. In just 5 years, Dre went from the end of his high school team’s …

Market Commentary: Another October Low Forming?

A late week sell-off saw stocks barely break their early October lows, with the S&P 500 now down 7.9% from the late-July peak. Although the weakness the past few months hasn’t been fun for investors, it is important to note that stocks are still up more than 10% for the year and a fourt …

Facts Vs Feelings Take 5 – Why There’s Still No Recession

Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have been saying there won’t be a recession for a year now. Find out why they still hold strong on this viewpoint in their latest episode of Facts vs. Feelings: Take Five. Highlights include: R …

Estate Planning: Easing The Burden For Your Loved Ones

Estate planning is a crucial task in our financial lives that tends to drain us emotionally and take a backseat in our busy lives.  This type of planning is sometimes confused as something that only the wealthy or the elderly need to think about and the reality is it is a process that every …

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