Webinars

Facts Vs Feelings Take 5 – Are We Slowing Down?

Is this economy slowing down and are we heading for a recession? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their insights about the recent buzz around the economy and stock market.   Highlights include:   Q1 GDP only rose 1. …

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Tips from a Tax Preparer

Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand.

Market Commentary: More Positive Signs

As poor as last year was for investors, 2023 has fortunately been a near mirror image. Stocks and bonds have both made solid gains to kick off the new year. The economy is in better shape than most expected, and overall inflation is also coming down, making a very nice combo.

7 Important Retirement Savings Topics for 2023

The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you. Download the checklist today to get started.  

Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Market Commentary: As Goes January, So Goes the Year

Last week the stock market rally continued, with various sectors showing renewed strength. This time a year ago, defensive areas, such as utilities, consumer staples, and health care, were leading. That was a warning sign, and it sure turned out something was wrong. Today small-caps, cyclic …

2023 Market Outlook Webinar

After a year riddled with market volatility, it’s a good idea to get some market outlook insights from a respected thought leader, Carson Group’s Chief Market Strategist Ryan Detrick.  Watch Detrick’s Carson’s 2023 Market Outlook webinar, now available on-demand.  

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