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The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

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Life Insurance for Business and Estate Planning

By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.

Market Commentary: Weak Markets in September Are Not Unusual

The September swoon continued last week, as stocks sold off hard after the Fed’s decision to leave interest rates unchanged. This type of seasonal weakness shouldn’t be a surprise. We’ve been discussing the potential for August and September volatility for a while now. It’s important to rem …

Facts Vs Feelings Take 5 – Student Loans, Strikes and Shutdowns

Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they dig into student loans, strikes, and shut-downs. Highlights include: What are the concerns about the upcoming restart of student loan repayments? Will we see a government shutdown? …

Market Commentary: More Seasonal Choppiness

Stocks continue to trade in a choppy range after the best seven-month start to a year since 1997. August and September tend to see seasonal weakness, and this is playing out once again as expected. Bullish investors may view this as encouraging, as they would prefer to see stocks catch thei …

Facts Vs Feelings Take 5 – Talking Inflation and the Fed

What’s going on with inflation and the Fed? Find out with Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese. Highlights include: Inflation has gone up for the first time in a while Energy prices, particularly fuel, have increased Core inflatio …

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