Blog
Market Commentary: GDP Upside Surprise and Keeping an Eye on the Santa Claus Rally
What a year it has been for equity investors in 2025. It was anything but smooth or easy, but stocks have once again rewarded those who showed patience and looked to the long term during times of volatility and unease. On a total return basis, the S&P 500 has an outside chance at a 20% …
Facts vs Feelings Take 5 – How’s the Economy?
In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …
2026 Calendar: Key Tasks & Financial Dates
Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.
Market Commentary: “Don’t Fight the Fed” Looks to Still Be in Play
After peaking on October 28 and seeing a more than 5% mild pullback into late November, the S&P 500 moved back to new all-time highs on Thursday of last week. A positive reaction to the Federal Reserve (Fed) cutting rates sparked the recent rally (more on that below), but it is importan …
Facts vs Feelings Take 5 – The Fed Comes Bearing Gifts
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the Federal Reserve’s latest interest rate cut and discuss how markets responded. Ryan and Sonu highlight updated Fed projections, what they signal about growth, inf …
10 End-of-Year Tax Planning Tips
The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …
