This week on Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the state of the U.S. consumer. Talking points include: Retail sales and restaurant activity remain robust, supported by strong balance sheets …
Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …
Chad Olivier, CFP(R) on Kerry Lutz’s Financial Survival Network Podcast. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera does not offer any direct investments, endorsement, or advice a …
Looking Ahead to June “It’s a smile, it’s a kiss, it’s a sip of wine… it’s summertime!” – Kenny Chesney “Summertime”
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
Some well-known bears have recently made dramatic assertions about the stock market. Should investors listen? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese share their thoughts. Highlights include: The Dow and S&P 500 have hit histor …
Summer Rally Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. As we show below, the usually weak months of June and …
