Webinars

Facts vs Feelings Take 5 – The Fed Cut…Now What?

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the discussion focuses on the Federal Reserve’s latest interest rate cut and what it means for investors, markets, and the economy heading into year-end. …

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

Honoring the Hero’s Story on Memorial Day

By: Bruce Eisenhauer Every year on Memorial Day, I reflect on those who made the ultimate sacrifice. Those who put the needs of their country ahead of their own. Those who defended the ideals of freedom and democracy while protecting their brothers and sisters in arms. They knew death was a …

Teaching Kids about Money in the Summer Months

Summer arrives – bees, picnics, nostalgia and the chaotic sound of kids everywhere. It’s enough to bring back memories of sweating behind a lawnmower or scrubbing grandpa’s car to get a few precious dollars to spend at the mall or the movies.

Volatility – What to Expect and How to Act

I recently gave an annual presentation to the 401(k) participants I advise. I always try to explain risk tolerance and investing to my audience in an easily understandable way. For most of the participants, investing in their 401(k) has been their only experience investing, so their knowled …

Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

Ladies … listen up!… there’s still time … Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

What are My Options for My Old 401(k)?

Author: Jaymon Meikle You’ve finally done it. You quit your old job and accepted a new one that fits your dreams. You never thought you’d be leaving your old job, but the new opportunity was too good to pass up. Everything seems to be going your way and you’re enthusiastic about the years to come.

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