One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We never believed it would be as large as the 2017 tax bill’s boost on profits—after all, you can only cut the corporate tax rate from 35% to 21% …
Do you have questions about Social Security? We have answers! Our How to Effectively Manage Your Social Security Retirement Benefits webinar, featuring Carson Group’s Sr. Wealth Planner Tom Fridrich and Wealth Planner Jake Anderson, is now available on-demand.
One of the most volatile weeks in a while saw the S&P500 rally late in the week to finish flat for the week overall. This recent patch of volatility is really quite normal, even for good years for stocks. August is known for volatility and once again, it’s living up to its reputation. T …
We’ve seen an incredible amount of volatility over the past week. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share what’s been happening and offer their insights on how bad it could get. Highlights include: The Fed didn’t cut rates, c …
Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances …
“The stock market is a giant distraction from the business of investing.” – John Bogle It might not feel like it, but stocks were having one of their strongest and least volatile years ever just a few weeks ago. Now it feels like each day has more worries and more volatilty. To help, …
Houston, We Have Turbulence
