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The Glass Half Full: Happy 4th Birthday to the Bull (Ep. 31)

In this birthday edition of Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the fourth anniversary of the bull market that began after the 2022 bear market and ask: Can it make it to year five? The …

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Why Tax Planning Can Be a Women and Family Issue

Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality many face without proper preparation. T …

Prepping to Invest: Mistakes to Avoid

As a financial advisor and tax preparer, I have had numerous clients tell me how hard it is to invest money. As soon as they invest, something comes up and they need access to it. There are some steps to put into place to help with this dilemma. First is savings. Set aside money in …

The Glass Half Full: Four Reasons to be Thankful this July 4th (Ep. 18)

In this July 4th edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take a quick break from the fireworks to share four reasons to be thankful for where markets stand at the midpoint of the year. …

The Glass Half Full: Talking the Knicks and AI (Ep. 17)

In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live on location from Sixth Avenue in New York City right in front of Radio City Music Hall to celebrate the Knicks championship and b …

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