Facts Vs Feelings Take 5 – Welcome to 2024

Happy New Year! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they take a look back on what happened for investors in 2023 and look ahead to what could happen 2024. Highlights include:   The S&P 500 gained more than 25% last ye …

How Will My Financial Plan Change Over the Course of My Life?

By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …

Market Commentary: Top Charts From 2023 Set the Scene For 2024

Top Charts of the Year What a year it has been! The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Just like everyone called it, right? As we look ahead to 2024, we want to share with you some of our tea …

Year-End Planning: Do Something Today That Your Future Self Will Thank You For

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. Like many Americans, we tend to procrastinate until the last second. However, there are plenty of things you can and should consider. While this is by no means an ex …

Market Outlook 2024

Watch our webinar, “Outlook ‘24” with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese, now available on demand. 

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