Webinars
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Market Commentary: Huge Stock Market Rally Continues as Headwinds Ease
The economy continues to surprise to the upside, inflation is coming back to earth, and the Federal Reserve is likely done hiking rates. All these positive drivers have combined to allow stocks to soar this year, with the S&P 500 up more than 15% so far.
Your Retirement Income Plan
Having a retirement income plan in place can help you approach retirement with confidence. Learn more in our informative webinar, Your Retirement Income Plan, with Carson Group’s Senior Wealth Planner Tom Fridrich and Retirement Plan Advisor Chris Tooker, now available on-demand.
Market Commentary: A New Bull Market is Here
The market’s impressive run off the October lows continued last week. The S&P 500 officially closed up more than 20% from its low set on Oct. 12. In the face of continued skepticism, stocks have progressively moved higher. Now with stocks up 20%, they have officially entered a new bull …
Breakout Confirmed
Breakout Confirmed We’ve been expecting stocks to continue their trend higher, but the S&P 500’s move above 4,200 was important. The S&P has closed above this level for two consecutive weeks now, suggesting the strength it has shown in 2023 is legitimate and more gains could be ahea …
What You Need to Do in the Year Before You Retire
Your retirement is the culmination of years of careful planning, and you don’t want to fumble the ball when the end zone is in sight. Download our checklist of key tasks to complete in the year leading up to your retirement to make sure you’re prepared for this major life milest …
Tax Planning Strategies for Executive Compensation
By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …
