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Facts Vs Feelings Take 5 – Hot and Cold

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they share the hot and cold sides of the markets and economy. Highlights include:   The stock market and economy are still going strong while inflation continues to fall  Geopolitical c …

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the …

Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. Aggregate Bond Index. We believe the odds of a recession remain low, with continued income growth, a recovery in rate …

Facts Vs Feelings Take 5 – Welcome to Our 2024 Outlook

Last year was full of surprises. Will the market and economy see much of the same in 2024? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they weigh in on what investors can expect. Highlights include:  The odds of a recession in 20 …

Annual Service Calendar

We are proud to announce our enhanced 2024 Annual Client Service Calendar! The calendar helps to create a structured and proactive approach to managing your wealth throughout the year. The annual client service calendar is your roadmap to financial success, detailing the planning areas we a …

Financial Fitness Announcement

With the New Year here, it’s a good time to reflect on the past year—and create goals for this year. But whether or not you believe in setting New Year’s resolutions, it’s a good idea to review your finances and make sure they’re in good shape. See attached for the f …

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