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Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …

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Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.

Time, Talent and Treasure; Giving Thanks!

Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida.  Typing into the phone he is able to communicate his thoughts for the first time.  This coming on the heels of the Second Terrorist attack in Paris, France in less …

Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …

Life Balance: Does it Really Exist?

Published by Teresa Milner I have so much to do today – I’m so busy – if I multitask, I can get it all done – hmmmmmmm, I need to be at 2 functions tonight at the same time – the school just called and my daughter is sick, ugh…. How can I get all my …

Protecting Minor Children with Estate Planning

Published by Beth Schanou A current estate plan is important to have in place for senior citizens.  This planning is just as vital for parents of minor children for two important reasons:  naming a guardian and arranging for the management of the children’s inheritance.

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