Compound interest significantly accelerates long-term investment growth by allowing earnings to generate additional earnings over time—creating a powerful “snowball effect”. How Compound Interest Works With compound interest, your investments earn returns not only on the initial …
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? …
Wash and Repeat This might sound familiar, but the S&P 500 continued to climb higher last week, making fresh new all-time highs along the way. In fact, it closed higher all five days with new all-time highs on the last three days of the week, getting October off to a strong start. The i …
Estate planning isn’t just for the wealthy—it’s for everyone who cares about passing along what they have, no matter the amount, in the smoothest, clearest way possible. The ultimate goal isn’t about the size of an estate, but about leaving a legacy with less cost, confusion, and heartache …
