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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Your Money
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
2026 Calendar: Key Tasks & Financial Dates
Tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.
Your Business
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
Your Legacy
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
Market Outlook 2026: Riding the Wave
Our Market Outlook 2026: Riding the Wave is geared toward helping investors navigate the ongoing bull market as we enter the new year. Carson Investment Research provides crucial insights and analysis of the opportunities and challenges facing investors.
In the News
MoreTax 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 …
Market Commentary: A Jittery Week, but Strength Beneath the Surface
Perhaps in honor of the Super Bowl, stocks were higher on Monday and Friday last week (reminds us of the two sides of a goal post) but saw massive selling the other three days. Sparking the selling were relatively new worries over AI potentially disrupting business models in several industr …
Facts vs Feelings Take 5 – Let’s Talk About the Tech Wreck
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …