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Election Surprise Is Something New, Not 1968 Redux

President Joe Biden withdrew from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee, although the endorsement does not necessarily mean she will win the nomination. The change in the Democratic ticket does not change our fundamental view of the e …

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CEO Derek Pesta Offers Tax-Smart Diversification Solutions For Investors

In the financial management industry, one fundamental principle stands out: diversification to reduce risk and increase potential returns by spreading investments across various asset classes, industries, and geographic regions. For taxable investors, diversification takes on an even greate …

Facts Vs Feelings Take 5 – Here’s Our Midyear Outlook

We’ve officially made it halfway through 2024! Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss what’s been happening up to this point — and what you could potentially see in the second half. Highlights include:  2024 has had the best …

Facts Vs Feelings Take 5 – 3 Reasons to Celebrate this July 4th

Investors have had lots of reasons to celebrate this year’s Independence Day. Find out whether the celebrations could continue into the second half of 2024. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Home …

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