Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down what’s normal, what’s not, and why investors shouldn’t panic. Pl …
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.
Chloe Copple, CEPA, Business Exit Planning Advisor What does charitable generosity have to do with your company? Giving to charity has been engrained in my routine since I set 10% of my eighth birthday check aside for charity. I can understand how giving is a routine that takes diffe …
Author: Chloe Copple, CEPA, Business Exit Planning Advisor Contributor: JJ Comiskey A lot of the business owners we work with are highly averse to debt. Having no debt can feel like a clean slate. It can symbolize a green light to move forward, whereas having debt can feel like a burden or …
Chloe Copple, CEPA, Business Exit Planning Advisor The Setting Every Community Up for Retirement (SECURE) Act, passed in 2019, is now updated with follow-up legislation, making the SECURE Act 2.0. What do you need to know as a business owner about how this affects you and your employees?
By Chloe Quigley, Business Exit Planning Advisor Your description: Detail-oriented. Organized. Hard driving. Compliant. A natural leader. Confident. Conscientious. Careful. Perfectionistic.
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.
