Blog
Market Commentary: The Case for Stocks in 2026 Is Building
The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …
Could You Benefit from a Financial Advisor? 20 Key Questions
One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …
Facts vs Feelings Take 5 – Don’t Stop Believin’
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …
How Can I Donate in the Most Efficient Way Possible?
There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.
Market Commentary: Why Markets May Say Yes to November
Here Comes the Best Month (and Best Six Months) of the Year “A body at rest stays at rest, and a body in motion stays in motion unless acted upon by an external force.” Sir Isaac Newton, First Law of Motion The incredible rally continues, justified by some spectacular earnings result …
Facts vs Feelings Take 5 – The Fed Cut…Now What?
Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the discussion focuses on the Federal Reserve’s latest interest rate cut and what it means for investors, markets, and the economy heading into year-end. …
