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How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

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7 Economic Myths Busted

By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …

Market Commentary: Four Big Questions

Stocks have had a rough start to September on the heels of an August slump. As we noted last week, this type of seasonal weakness is normal. The chart below shows that during various timeframes, August and September can be tricky. September, specifically, has been the worst month of the yea …

Facts Vs Feelings Take 5 – The Worst Month of the Year

September is the worst-performing month for stocks, on average. Dig into the data with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: What could be behind the annual September slowdown? What can investors expect for thi …

Which Type of Life Insurance is Right for Me?

With so many different types of life insurance, finding the most suitable policy takes careful consideration. We’ll help you find the best possible solution, but before you meet with an advisor, having a basic understanding of the different types of life insurance can help.

Market Commentary: This Is What Normal Looks Like

After the best start to a year since 1997 for the S&P 500, stocks finally fell in August, ending a five-month win streak. The S&P 500 closed the month down 1.8%, but that was after a late-month rally brought it back from a loss of 5%.

Facts Vs Feelings Take 5 – Will China’s Economic Troubles Hurt Us

We’ve all heard the latest news about China’s economic slow-down. Discover what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say about the headlines. Highlights include: Just how much is China’s economy slowing down? Will China’s …

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