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The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

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Market Commentary: What a Month!

The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared!

Facts Vs Feelings Take 5 – Welcome to the Year-End Rally

  The market saw a huge rally in November. Why do we think it will continue through the end of 2023? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about the hard data behind the economy and stock market.   Highlights …

Market Commentary: Reasons To Be Thankful

We hope everyone had a nice Thanksgiving holiday with family and friends. We wanted to take some time this week to go over a few reasons for investors to be thankful.

Facts Vs Feelings Take 5 – 5 Reasons to Be Thankful

Happy Thanksgiving week! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they discuss all the things investors have to be thankful about right now. These include:  The S&P 500 is up almost 20% year-to-date  Inflation is coming ba …

Thanksgiving 2023

Thanksgiving 2023 November 23, 2023   Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the sam …

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