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Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

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Five Lever Friday | Vol. 19

Authentic Wealth is bigger than just financial accumulation – it recognizes the interconnectedness of all aspects of life. It is created when your resources (the 5 levers – Finances, Mindset, Relationships, Health and Time) are aligned with your values, your vision and are ultim …

Facts Vs Feelings Take 5 – It Is a NVIDIA World, We Are Just Living in It

In case you haven’t noticed, NVIDIA’s stock has done extremely well recently. How is this affecting the market and economy overall? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Topics include: What is NVIDIA and how is the compa …

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 …

Market Commentary: Earnings Season Flouts Calendar Effects

Earnings May Have Delayed Late-February Weakness The S&P 500 climbed a solid 1.7% during the holiday-shortened week, with the lift coming almost entirely from Thursday’s strong gains following NVIDIA’s earnings release. Despite the S&P Technology Select Sector Index gaining more tha …

Five Lever Friday | Vol. 18

Authentic Wealth is bigger than just financial accumulation – it recognizes the interconnectedness of all aspects of life. It is created when your resources (the 5 levers – Finances, Mindset, Relationships, Health and Time) are aligned with your values, your vision and are ultim …

Facts Vs Feelings Take 5 – Did the Economy Actually Slow Down?

Just last week we started to see some weakness in the economy. Should investors be worried? Hear what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say about the current economic and market conditions. Highlights include:   Retail …

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