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Facts Vs Feelings Take 5 – Dow 40k – Now What?

The Dow Jones Industrial Average hit an all-time high of 40,000 – double what it was just seven years ago. What could this mean for investors? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in on these questions and more:  What led up …

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4 Moves You Can Make with Your Old 401(k)

By Matt Kory, Vice President, Retirement Programs   Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …

Facts Vs Feelings Take 5 – Why This Isn’t a Bubble

Stocks are hitting all-time highs. Everything seems a little too good … are we in a bubble? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Valuations are high due to increased profitability  The economy is st …

Your Retirement Planning Starter Pack

Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …

When Should I Start Worrying About an Estate Plan?

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. A will is a legal document that directs:

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