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The Glass Half Full — Is This 1999 Again? (Ep. 011)

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the question on every investor’s mind: Is this 1999 all over again? The numbers are hard to ignore. The semiconductor index …

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The Legacy of the Jacobs Family

A legacy is a reflection of the values, beliefs, and contributions someone leaves behind, whether through their actions, their achievements, or the way they inspire others. It has less to do with material wealth and more to do with a life of purpose and fulfillment. A strong legacy can shap …

The Legacy of the Marshall Family

A legacy is a reflection of the values, beliefs, and contributions someone leaves behind, whether through their actions, their achievements, or the way they inspire others. It has less to do with material wealth and more to do with a life of purpose and fulfillment. A strong legacy can shap …

Market Commentary: End-of-Week Rally Gets S&P 500 Back to Flat in November

November is now behind us, and we hope everyone had a chance to enjoy Thanksgiving with family and friends. As for the markets, we went from hearing it was the worst November for stocks since the Great Financial Crisis in 2008 to hearing it was the best Thanksgiving week for stocks since 20 …

Is a Donor-Advised Fund for Charitable Giving a Good Fit?

A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …

Facts vs Feelings Take 5 – Reasons to Be Thankful

In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience across asset classes. They …

Charitable Giving Strategies in a High-Income Year

The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill.  If y …

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