Webinars

The Glass Half Full — Powell Stays (Ep. 009)

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 a historic Fed meeting, bust the “Sell in May” myth wide open, and make sense of a GDP report that looks soft on t …

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Webinar: A Proactive Approach to Tax Planning

Are you ready to become wiser about your wealth? Learn about smart tax planning in A Proactive Approach to Tax Planning: Safeguarding and Growing Your Lifetime Wealth, now available for viewing. In this on-demand webinar, Carson’s Managing Partner and Chief Tax Strategist Debbie Taylo …

Facts Vs Feelings Take 5 – Is AI Coming for Your Job?

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into growing concerns that artificial intelligence could replace jobs across the economy. Despite eye-catching headlines and stock market swings in certain industries, the broader lab …

Market Commentary: An Artificial Intelligence Update

Here we are on February 17 and the S&P 500 is almost exactly flat for the year (as of Friday) after falling a little over 1% last week. This doesn’t worry us. We’ve noted that February has a history of being a banana peel month and many other areas of the market have held up …

Facts vs Feelings Take 5 – Let’s Talk About Bitcoin

In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the recent volatility in Bitcoin, the broader cryptocurrency landscape, and what it could all mean for investors. After a significant run-up followed by a sharp pullb …

Why a Hardware Wallet Still Beats Hot Wallets for Long-Term Crypto Storage

Whoa! Right off the bat: hardware wallets feel weirdly low-tech for something that protects intangible money. Seriously? Yeah. My first impression was skepticism—plastic device, tiny screen, like a calculator from the ’90s—yet my instinct said this is the safer route. Hmm… somet …

Tax Law Changes that Could Affect Your Return This Tax Season

It’s that time of year again! W-2s, 1099s, and mortgage statements have begun to hit your mailbox: a daily reminder that it is, once again, Tax Season.  Overall, it was a relatively quiet year on the tax front, with one big (beautiful) exception: The One Big Beautiful Bill Act (OBBBA), whic …

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