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Facts Vs Feelings Take 5 – Buy in May and Stay

Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include:   May has …

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Wealth Designed. Life Defined.

Published by Minna Burns At Carson Wealth Management, you hear us talk about our dedication to providing you with the highest level of personal and professional service. We always strive to be your most trusted advisor and are committed to implementing and following a client bill of rights …

Stock Investing is Not Gambling – But it Can Be

Published by Brett Carson I have two pet peeves when it comes to discussing stocks with individual investors, whether it’s friends, family, a doctor or a cab driver.  The first is when someone asks what price a stock is selling for and then coming to the conclusion that it’s cheap or expens …

Dear Santa, No Puppies

Published by Beth Schanou During this time of year it is very common to see commercials or holiday movies with an adorable puppy or kitten as a Christmas gift. That scene and lasting image it leaves in our mind is very heart warming. While it may seem brilliant in that moment, gifting a pup …

Is Survivorship Life Insurance Right for You?

Published by Mark Petersen Do you own a family farm or privately held business which you would like to keep in the family? A survivorship policy works well and may be recommended to create estate tax liquidity when a significant taxable estate value is held in one or more illiquid assets. F …

Giving Thanks This Holiday Season

Published by Ron Carson With Thanksgiving just days away, I thought I’d take some time to share what makes me so thankful this holiday season. After all, aside from spending wonderful time with family and sharing great food (and wine), this holiday is all about reflecting and giving thanks …

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