New inflation data came out this week. Is everything all good with inflation? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: New inflation metrics came out for April Most inflation is trending in …
Published by Debra Taylor, CPA/PFS, CDFA, JD | May 9, 2016 Greetings from sunny California! I have spent the last several days at the invitation-only LPL Financial Private Wealth Symposium focusing on the needs of high net worth individuals and families.
Published by Debra Taylor, CPA/PFS, CDFA, JD | April 28, 2016 Two weeks ago, we discussed tax rates across America. Your taxes can vary drastically from state to state, and often can be the deciding factor in a taxpayer’s place of residence.
Published by Debra Taylor, CPA/PFS, CDFA, JD | April 25, 2016 Last week, the S&P 500 rose above the 2,100 level for the first time since December 2015. And the Dow Jones pushed above the 18,000 level, which has been the “talk of the town” on Wall Street.
By Ron Carson Back in 2009, at a speech in Scottsdale, Arizona, I told a group of 500 business owners, “Never have the opportunities to succeed been greater, nor have the distractions that can cause you to fail.” That statement is even truer today than it was then.
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
This also made several young adults find it difficult to find jobs. Many ended up staying on their parents’ payroll longer than anticipated, and it seems the trend which was meant to help out the generation for a while, is here to stay.
