Back at New Highs, Now What? What a year it has been already! Worries about tariffs, what President Trump might do next, the Fed, geopolitical drama, inflation, AI, and more have dominated the headlines and caused a good deal of worry for many investors in 2025. Yet, in the face of all of t …
After consolidating some during the earlier part of July, stocks moved higher once again last week, with many stocks hitting new 52-week highs along the way. We are quite impressed to see cyclical areas like energy, industrials, and financials performing so well since early June. We heard t …
The business succession process isn’t a “rainy day” task. It’s a living process that you should start as soon as possible. You’ve probably given it some thought and almost figured out how you want to transition your business, but an “almost” succession plan is no plan at all. Fill in the f …
It was bound to happen. Stocks finally lost ground last week, as the S&P 500 ended a five-week win streak and the NASDAQ fell for the first time in eight weeks. It is important to note that late June historically isn’t strong for stocks, and this weakness is not overly concerning after …
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.
Wondering what your business is worth? Before you start your succession plan or think about how to sell your business, you need a business valuation.
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.
