In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the strong market momentum heading into December, why investor sentiment may be more cautious than market performance suggests, and how profit strength continues to support t …
Have you thought about how much your healthcare will cost in retirement? Many people underestimate what they’ll need, and that can be an unwelcome reality check once you’re in retirement. According to recent findings, a 65-year-old individual retiring in 2025 will most likely spend an avera …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into why gold has been shining so brightly over the past three years and what that means for investors. From inflation protection to central bank buying, and the surprising …
The S&P 500 moved back to new highs last week and gained in the month of August during a president’s second term for the first time since 1950. That’s the good news. The bad news is we aren’t out of the woods yet, as September is historically the worst month of the year and the …
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down Fed Chair Jerome Powell’s comments from the Jackson Hole Symposium. While Powell cracked the door open to rate cuts, inflation remains sticky, an …
I create financial plans. I love plans and planning. In fact, I’m pretty passionate about it. The plan is important. But let’s get real. It’s just a guess at how to get from your current reality to where you want to go at some point in the future. It’s a quick snapsh …
This month marks the last in our financial planning series. If you’d like me to write about any specific topic in upcoming months, email us. We’ll put your idea in the hopper. January’s and February’s posts focused on the what of financial planning. March’s post focused on the why of …
