Webinars

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

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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).

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