Facts Vs Feelings Take 5 – Welcome to the Year-End Rally

  The market saw a huge rally in November. Why do we think it will continue through the end of 2023? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about the hard data behind the economy and stock market.   Highlights …

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Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Everything Everywhere Daily with Gary Arndt, Episode #152

When Gary Arndt realized he didn’t want a career in academia, he sold his house with the goal of traveling around the world for a year or two. That one or two years turned into 13. He came home from his last international trip before the Covid pandemic hit. That’s when life was turned upsid …

Market Commentary: Weak Markets in September Are Not Unusual

The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …

Facts Vs Feelings Take 5 – Student Loans, Strikes and Shutdowns

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they dig into student loans, strikes, and shut-downs. Highlights include: What are the concerns about the upcoming restart of student loan repayments? Will we see a government shutdown? …

Investing for Retirement Outside of Stocks with Yahoo Finance

Stocks aren’t the only way you can invest your retirement savings, at a time when it’s safer to be as diversified as possible. As part of Yahoo Finance Live’s Retirement Readiness series, Mitlin Financial Inc. Founder and Wealth Advisor Lawrence Sprung, CFP®, who is also t …

Should I get my college student a credit card?

As college students head to campus, many will face the lure of credit cards for the first time. Credit cards are not a problem, but uneducated spending with them can be an issue. If you’d like to help your kids understand money, check out this interview with our founder and wealth adv …

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