Webinars

Facts Vs Feelings Take 5 – We Have a New President

This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the post-election market outlook. They note that the election results bring stability, a positive factor for markets. Key points include expect …

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Facts Vs Feelings Take 5 – Do Stocks Care About an Election?

We’re in a presidential election year, and many investors are concerned about how the potential outcomes could affect the stock market. Find out what Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese have to say. Highlights include:   The U.S. …

Embracing Her Legacy: Join Us in Celebrating Women’s History Month!

Embracing Her Legacy: Join Us in Celebrating Women’s History Month! March is a time to honor the contributions and remarkable achievements of women throughout history. Let’s celebrate this month with gratitude and a commitment to amplifying the voices and stories of women everyw …

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

March Monthly Commentary

By Dominique Vitalis, Senior Client Service Associate  What a rebound in 2023 from the most unloved market ever!  Market performance in 2023 marked a clear departure from 2022, with several asset classes performing significantly better than they did in 2022 and well above most expectations. …

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