Insights

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 …

In times of financial uncertainty, the role of a financial advisor becomes more critical than ever. Market volatility, economic downturns, unexpected life events, and geopolitical disruptions can create anxiety and lead investors into making emotional decisions. During these periods, a fina …

Life can change fast, and your beneficiary designations need to keep up so your money actually goes where you intended. Beneficiary designations on accounts like IRAs, 401(k)s, life insurance, and POD/TOD accounts generally override what is written in your will. That means an ex-spouse or e …

The One Big, Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduced several new deductions that affect many workers and retirees starting with tax year 2025 (returns filed in 2026). Below, we summarize three changes you’re most likely to encounter: the new deductions relate …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

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? …

Many business owners assume their exit path will be a sale to a third party. In fact, some entrepreneurs start their businesses with the goal of finding a larger buyer, selling the business, and moving on to their next business idea. A cash sale can definitely draw business owners toward th …

You’re about to approach one of the biggest milestones in your lifetime: retirement. For many retirees, this is a momentous event that gives you much needed time for family, relaxation, and hobbies. For others, this may create apprehension and fear. But it doesn’t have to be that way. With …

Qualified retirement plans—such as traditional 401(k)s, 403(b)s and IRAs—can help offer clear tax advantages. They offer a tax deferral on contributions and growth until distribution. And while this is beneficial for many, certain rules are in place to help prevent individuals from taking a …

Many retirees find that even carefully planned budgets don’t hold up once the structure of a regular work schedule disappears. Spending can creep up in unexpected ways, and despite detailed worksheets and diligent tracking, it’s easy to exceed monthly limits. What looks solid on paper can o …

Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family.   If you’re not sure where to begin, our estate planning checklist can help you get  …

When you’re building an estate plan, it’s natural to assume your living trust should be the beneficiary of everything—including your IRAs. After all, trusts can be great tools for controlling how your assets are managed, helping protect beneficiaries, and assisting in keeping your estate ou …

You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and considering whether to transfer some of those assets to the next generation. The question then becomes  …

Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.  This webinar is d …

Financial freedom is more than just a buzzword—it is the ability to live life on your own terms, free from constant financial stress. If you dream of an early retirement, world travel, or simply want confidence about your future, pursuing financial freedom is possible with the right mindset …

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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 …

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off aggressively (and short-term yields soared) Wednesday following the meeting’s conclusion (more on that below). But calmer heads prevailed on Thurs …

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, unpack the Fed’s latest meeting, the reaction to new Chair Kevin Warsh’s debut, and whether markets are getting too hawkish too fast. The …