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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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 …

Year-End Giving in a 2020 World

Giving is a decision that is often made for more than a planning purpose, but here are a few technical items to focus on at the end of 2020 if you find yourself in a position to make a difference in that capacity.

Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make …

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