Webinars

Market Commentary: Stocks Pause After Post-Election Surge

Stocks Can Go Down After the S&P 500 soared more than four percent the week of the election (the best week of the year), there was some late week selling last week on worries over inflation potentially coming back, the Federal Reserve Bank (Fed) possibly not cutting as much as expected, …

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Tax Planning for Executive Compensation

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand. 

11 Things to Know About the Debt Ceiling

One of the top questions we’re receiving lately has to do with the impending debt ceiling drama and what it could all mean. Here are some common questions and answers regarding this excitement out of Washington.

Executive Compensation Plans: Common Elements

Executive compensation plans can be used to attract, retain and reward high value employees. We’ve put together helpful information to know if you’re ever offered one of these plans through your employer. Download the checklist today to get started.

I’ve obtained my CFP® certification! Now what?!

Ryan Ovenden, CFP®, Wealth Advisor If I could describe the journey Nik and I have been on over the last 15 months to earn our CFP® designations in one word, it would be “stretch.”

Market Commentary: Stocks Keep Chugging Along

Surprisingly, stocks continue to trend higher in the face of a constant barrage of negative news in the media. As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. In fact, last Thursday the S& …

Market Commentary: Hanging Tough

Stocks fell for the second consecutive week, but the losses were quite manageable. In the face of banking and economic concerns, stocks are holding the line. Stocks tend to lead the economy, so just because the economic headlines are poor now doesn’t mean they will be in the future. Stocks …

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