Key Takeaways Understand the key tailwinds shaping the market. Learn about potential investment risks. See what investors are watching in 2026. Learn how to build a resilient portfolio for the coming year. Our investment outlook for 2026 anticipates three powerful forces impacting markets i …
The S&P 500 gained 1.7% last week, alternating between up and down days. The index is still a little more than 2% of all-time highs in the spooky month of October (more on that below). We wouldn’t be surprised to see more volatility, but we still think the environment is supportive. Wit …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors …
Qualified Charitable Distributions (QCDs) can be a powerful tool for clients aged 701/2 and older who are interested in optimizing charitable giving while also improving their tax situation. When used correctly, a QCD allows IRA owners to directly transfer up to $105,000 (2024limit) per yea …
The S&P 500 had one of their worst days in months on Friday, as President Trump threated higher tariffs on China and he accused them of “becoming very hostile.” As of now, we don’t anticipate the trade war to heat back up, but one thing to note is stocks were probably due for some volat …
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the duo explores one of the most debated questions in markets today: Is artificial intelligence in a bubble? While headlines are filled with speculation, …
As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …
