Webinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
Your Money
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
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
MoreWebinar: Tax-Smart Strategies — How Women Can Design Their Wealth Plan with Purpose and Intention
Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Weekly Market Commentary: Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
Facts vs Feelings The Glass Half Full — Will Iran Derail the Bull Market?
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …