‘Tis the season to give. In fact, 36% of charitable giving occurs during the last quarter of the year—18% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect on our blessings and help those less fort …
In the latest episode of Carson’s Take 5, Ryan Detrick, Chief Market Strategist, guest host Barry Gilbert, VP, Asset Allocation Strategist, reflect on the many reasons investors can be thankful this year — from strong corporate earnings to broad market resilience across asset classes. They …
November is widely regarded as part of a historically favorable period for U.S. stocks, often leading a multi-month stretch (roughly November through April) that has delivered stronger than average returns than other parts of the year. Why November tends to be strong Seasonal patterns: The …
The end of the year offers an ideal opportunity to look both forward and backward—reflecting on recent achievements while setting goals for the upcoming months. For many people, it’s also a time to review their finances and identify charitable moves that can help lower their tax bill. If y …
Stocks were volatile again last week, with worries about private credit, an implosion in cryptocurrencies and resulting forced technology selling, rising odds of the Federal Reserve (Fed) Bank not cutting rates in December, and AI valuations all cited at one time or another as a reason for …
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We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …
