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Facts Vs Feelings Take 5 – Is This Normal?

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 …

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2023 Market Outlook

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

Family Business Lessons

Chloe Copple, Business Exit Planning Advisor I love working with family businesses. Being a part of one that my Father has led for 30 years, I’m always eager to learn more practices and lessons to apply. Here are a few of my favorite tips and takeaways from studying, partnering with, and be …

Market Commentary: Welcome, 2023!

After one of the worst years ever for investors in 2022, we are quite happy to report that 2023 is off to a much better start. The S&P 500 is already up more than 4% for the year and flirting with the round number of 4,000. Optimism that the economy can avoid a recession (more …

Business Succession Planning: Your Business Without You

Chloe Copple, Business Exit Planning Advisor Take your mind where it doesn’t want to go: tragedy. A chronic illness. A freak accident. A divorce.  A falling out with a business partner. A heartbreaking loss that turns your world upside down.

Market Commentary: The Goldilocks Jobs Report

The December payroll report was yet another upside surprise. Monthly payrolls rose by 223,000, above expectations for a 200,000 gain. As Fed Chair Jerome Powell has noted, the economy needs to create about 100,000 jobs a month to keep up with population growth. That’s less than half the cur …

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