Webinars

Facts vs Feelings Take 5 – How’s the Economy?

In the latest episode of Carson’s Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the mixed signals coming from the U.S. economy, exploring why recent data can feel confusing and what it really says about growth, jobs, and rece …

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Two Major Retirement Income Traps to Avoid

The switch from wealth building in your working years to wealth income in retirement years seems simple. Common advice is to simply shift investments from growth stocks to dividend-paying stocks and buy more bonds. At first glance, this seems simple, but many retirees are discovering hidden …

Were Mom and Dad Right? The Value in Paying Yourself First

I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. These days, saving doesn’t have to mean keeping money in a bank.

Spring Cleaning for Your Estate Plan: Is Everything in its Place?

Many of us are “celebrating” the warmer weather this time of year by sweeping away dust bunnies and vacuuming behind the couch. Spring cleaning has been part of our annual rhythm for centuries, from ancient religious traditions to scrubbing coal soot off the walls in Victorian times.

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