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  • Charitable Giving Strategies in a High-Income Year

    Posted on November 30, 2022

    Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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  • Market Commentary: A More Positive 2023

    Posted on November 28, 2022

    A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …

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  • Market Commentary: Gridlock Can Be Good

    Posted on November 21, 2022

    It is Thanksgiving week, so we want to review a few reasons for investors to be thankful. Yes, it has been a tough year. But things are looking better, and we expect more improvement in 2023. Gridlock Can Be Good The first reason to be thankful is stocks have continued to rally off their Oc …

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  • Investing for Women

    Posted on November 18, 2022

    Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …

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  • Markets, Policy & Elections

    Posted on November 18, 2022

    You probably have questions on how the markets will be affected by the midterm elections. Will you feel policy changes in your wallet?   

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  • Market Commentary: A Big Bounce

    Posted on November 14, 2022

    On the heels of a huge month for stocks in October, the bull continued to soar in November, as the S&P 500 had its best week since June and the NASDAQ had its best week since March. Sparking much of the rally was news that inflation has likely peaked and is finally slowing. We’ll discus …

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  • Let’s Talk About Midterm Elections and Your Investments

    Posted on November 10, 2022

    This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

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  • Market Commentary: A Dovish Statement Reversed by a Hawkish Powell

    Posted on November 7, 2022

    As expected, the Federal Reserve raised the federal funds rate by 0.75% to the 3.75-4% range on Wednesday. This was the fourth successive 0.75% hike. The initial market focus was on a new line inserted in the official statement, wherein the Fed nodded in the direction of decelerating the pa …

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  • Which tax-efficient giving strategy is right for me?

    Posted on November 4, 2022

    Watch Carson Group’s Senior Wealth Planner Ryan Yamada’s informational webinar that can help you discover which giving strategy you should pursue for tax efficiency.  

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  • 3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

    Posted on November 3, 2022

    Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

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