Insights

It’s time to learn more about index funds. We’ll provide a definition, show you how index funds work, compare them with mutual funds, and explain how to invest in index funds.

The past few weeks we’ve advised readers to be on the lookout for seasonal late February/early March weakness. After the 11th best start to a year ever as of Valentine’s Day, some sluggishness was expected. Well, stocks had their worst week of the year last week and are now down three weeks …

Curious about how to invest in ETFs? We’ll define what an exchange traded fund (or ETF) is and break down the differences between ETFs, index funds, and mutual funds.

Ready or not, here comes retirement! Watch our webinar: The Fundamentals of Retirement with Carson Wealth Planners Michael Gruidel and Kevin Olezsewski, now available on-demand. 

Last week, we noted the potential was high for a well-deserved break for stocks after a red-hot start to the year. That seasonal weakness may have begun. The S&P 500 is typically down in February, which joins September as the only other month to average in the red. But as we shared last …

It has been a great start to 2023 for stocks. We continue to expect higher prices this year, but we don’t anticipate they’ll happen in a straight line. February is sometimes known as a hangover month, and we wouldn’t be too surprised if stocks had a small break during this historically trou …

Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand.

Estate planning isn’t just for the ultra-wealthy – it’s a vital part of everyone’s path to financial freedom. We’ll show you how to create your own estate plan in ten simple steps.

As poor as last year was for investors, 2023 has fortunately been a near mirror image. Stocks and bonds have both made solid gains to kick off the new year. The economy is in better shape than most expected, and overall inflation is also coming down, making a very nice combo.

The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you. Download the checklist today to get started.