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Midyear Outlook: Q3 Update

As the move back to “normal” continues, we realize that things are trending in the right direction. But what will Q3 bring?   Hear from two prominent voices within the financial services industry in our on-demand webinar with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Globa …

Market Commentary: The Bulls Are Still in Charge

After consolidating some during the earlier part of July, stocks moved higher once again last week, with many stocks hitting new 52-week highs along the way. We are quite impressed to see cyclical areas like energy, industrials, and financials performing so well since early June. We heard t …

Questions To Ask Your Parents Before It’s Too Late

I came across an interesting article right before Father’s Day written by Matt Christensen: 12 Important Questions To Ask Your Dad Before He’s Gone. I think it caught my attention because my Dad died at the age of 53 when I was 19.

Mid-Year Outlook ’23 Highlights

Carson Groups’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in the rest of 2023. Contact us to speak with a financial advisor.

Market Commentary: Stocks Take a Breather

After a huge run-up in June, stocks have consolidated in July, which is perfectly normal. We continue to hear predictions of a stock market fall and economic recession, but we disagree with both assessments. Two data points indicate continued strength. The S&P 500 has not broken the Aug …

5 Common Business Exit Planning Mistakes (and How to Avoid Them)

By Elizabeth Schanou, JD, CExPTM , Senior Wealth Planner  Succession planning – or more accurately “business exit planning” – is a critical process that has weighty implications for small business owners. There are two key goals: You want to ensure a seamless transition that will pres …

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