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 …
We’re hearing a lot about debt, but it might not be as bad as you think. Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Credit card debt Overall debt Mortgage debt Looking for more inv …
By Mike Valenti, CPA, CFP®, Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season.
Hello 5,000 Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological mil …
In this issue, delve into a 2023 year in review along with a Market Update from Jeremy. Discover important Schwab reminders and read a letter from Bette and Andy Hanson, the retired founder of Hanson Financial. You’ll also catch up with the personal happenings of the Heritage Financial team …
Stock market is hitting new all-time highs, the economy is going gangbusters, and there is generally good news all around. But could there be bad news around the corner? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Var …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide. Download Guide
