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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, …

2025 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

Facts Vs Feelings Take 5 – Why This Year Will End Strong

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss why 2024’s strong market performance may continue. Key points include: Market momentum Seasonal trends Potential Federal Reserve rate cut …

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