Just about every day, anymore, headlines influence how investors and consumers feel about the future. Whether it’s an upbeat jobs report, breaking geopolitical news, surprise earnings release, information shapes our expectations- and expectations drive financial markets. I believe unfortuna …
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 …
Earnings announcements are one of the most significant events in investing, often causing sharp moves in stock prices and influencing broader market trends every quarter. At their core, earnings reports reveal how much money a company made, what it expects to make in the future, whether it …
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 …
