Webinars

Facts Vs Feelings Take 5 – The Fed Cuts Big

The Fed finally made a rate cut, and this one was big. Is this going to be a positive thing for the stock market? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about what happened and what could be next for investors a …

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It’s Time to Stress Test Your Portfolio

The year 2020 has brought us a global pandemic, a topsy-turvy economy and a viscous election season. Now, more than ever, you need make sure you are assuming the right amount of risk for your situation. Risk tolerance and capacity can change over time. Stress testing your portfolio can assi …

Understanding Sequence of Returns Risk

One of the biggest risks facing retirement income planning is sequence of returns. When you retire, you go from accumulation (saving for retirement) to decumulation (spending for retirement needs).

Election and Investments

Join Jamie Hopkins, Director of Retirement Research at Carson, as he discusses how the election may impact the direction of reform. 

Six Questions to Ask When Hiring a Financial Advisor

Looking for a financial advisor or searching for someone to give you a second opinion on your financial plan can be overwhelming. To help narrow your list, here are six questions you should consider asking a financial advisor before you enter into a business relationship.

The Comprehensive Guide to Estate Planning

An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

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