Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.
After a huge run-up in June, stocks have consolidated in July, which is perfectly normal. We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. Two data points indicate continued strength. The S&P 500 has not broken the Aug …
By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …
The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible. You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
Six months ago, most financial experts were talking about an imminent recession and the likelihood of stocks breaking the October lows. But instead, stocks had one of their best six-month starts and the economy shows no signs of slowing.
Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.
