The Glass Half Full: Rooftop Rally—The Bull Market Keeps Climbing (Ep. 14)
Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from the rooftops near Wrigley Field for a fast-moving conversation on the latest market rally, the AI trade, and what it all means for investors. The S&P 500 has ex …
Estate Planning Checklist
Are you one of the many Americans who don’t have an estate plan? No matter how few or how many assets you have, an estate plan can help you preserve your legacy and provide clarity to your surviving family. If you’re not sure where to begin, our estate planning checklist can help you get …
Market Commentary: S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending
You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see …
The Glass Half Full: SpaceX IPO (Ep. 013)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the biggest financial story on everyone’s mind—the SpaceX IPO—and what it means for investors navigating a market runnin …
Getting Ready to Retire? How to Be Fully Prepared
During your working years, retirement can feel like a distant, far-off time in your life that you hope to get to someday. And though you may think of it simply as the point when you stop working, it’s a major life transition that shifts how you spend your time, how you define your purpose, …
Market Commentary: Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
We might sound like a broken record, but stocks gained again last week as the bull market rolls on. The Dow joined the party, as it climbed back above 50,000 and finally closed at a new high, joining the S&P 500, Nasdaq, and small-cap Russell 2000, which all have already been making new …
The Glass Half Full: Bonds, Shaken & Stirred (Ep. 012)
In this episode of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most overlooked stories in today’s market: bond yields are rising sharply, and every investor with a portfolio …
Can I Afford to Retire Early?
Wondering if the time is right to clock out once and for all? While the idea can seem tempting, we believe you don’t want to be hasty. Take our quick quiz to help you determine whether you’re adequately prepared to retire early—or if you may need to keep working a bit longer. …
Market Commentary: Inflation Is Hot but So Are Stocks—Why That Can Make Sense
The rally continued last week, with the S&P 500 now up seven weeks in a row for the first time since late 2023. Yes, we remain quite optimistic about the remainder of this year, but we also need to be realistic about near-term expectations, as the stock market has had a historic move of …
What to Do with Your Money 1, 5, and 10 Years Before Retirement
Regardless of whether you plan to retire in 10 years or are shooting for early retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. But there’s no exact science for figuring out exactly how much money you’ll need to ac …
