Carson Investment Research Forecasts the Rest of 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize

Acts of God

“Ryan, there’s water on the floor!”

Market Commentary: Carson Investment Research Releases Midyear Outlook 2024: Eyes on the Prize

Before we start this week, we want to wish former President Trump a speedy and full recovery. Our political institutions require passion and even partisanship by design, but are peaceful by design as well. Our hearts go out to all the victims and especially the family of Corey Comperatore.

Your Money

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Two Financial Paths: The Spending and Planning Patterns of Young Couples

Picture a young married couple fresh out of college. They’re new to this “adulting” thing. Net worth is deep in the red. Cash flow is tight at best. But they are just “livin’ on love” – as the song goes. This is a common starting point for many young couples. My wife, Lauren and I, …

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.   Download Guide

4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

2024 Calendar: Key Tasks & Financial Dates

2024 Calendar: Key Tasks & Financial Dates

Tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.

Your Business

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From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …

8 Financial Planning Tips for Small Business Owners

Running a small business involves juggling multiple responsibilities. Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. Here are eight essential financial …

The Corporate Transparency Act: What You Need to Know

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …

Business Succession Planning Checklist

Business Succession Planning Checklist

You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.

Your Retirement

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Scared of Running Out of Money in Retirement? Here’s How to Avoid It

There are currently about half a million centenarians in the world. The U.S. leads the world in sheer number of centenarians, according to available data. People are living longer than ever, and this plays a significant role in how you plan for your retirement.

The Roth IRA Conversion: Why & How to Use This Strategy in Your Retirement Planning

Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

Medicare and Managing Health Care Costs in Retirement

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.

Your Legacy

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Choosing the Right Trustee for Your Estate Plan

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets. B …

Revocable Living Trusts as part of an Estate Plan

Our latest webinar, Revocable Living Trusts as part of an Estate Plan with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich is now available for viewing on-demand. 

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …

A Guide to Gifting to Your Heirs

A Guide to Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.

Your Freedom

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Acts of God

“Ryan, there’s water on the floor!”

Unveiling the Path to True Wealth: A Guide to Starting the Year Strong

Luke LaRock, NSSA®, Associate Wealth Advisor   As we cross the threshold into a new year, it’s natural to reflect on our aspirations and set goals for the future. While financial success can be a crucial aspect of our well-being, the journey toward True Wealth encompasses more th …

Embracing Learning Moments: A Positive Approach to Personal Growth

By Luke LaRock, NSSA®, Associate Wealth Advisor Throughout our lives we often encounter moments that challenge our knowledge, skills, and abilities. We’ve all had those moments that leave us feeling inadequate, unworthy, or embarrassed. These moments aren’t meant to be stumbling blocks but …

When Shifting Goals Mean Shifting Plans

When Shifting Goals Mean Shifting Plans

Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?

Market & Investments

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Carson Investment Research Forecasts the Rest of 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize

Market Commentary: Carson Investment Research Releases Midyear Outlook 2024: Eyes on the Prize

Before we start this week, we want to wish former President Trump a speedy and full recovery. Our political institutions require passion and even partisanship by design, but are peaceful by design as well. Our hearts go out to all the victims and especially the family of Corey Comperatore.

Facts Vs Feelings Take 5 – Here’s Our Midyear Outlook

We’ve officially made it halfway through 2024! Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss what’s been happening up to this point — and what you could potentially see in the second half. Highlights include:  2024 has had the best …

2023 Market Outlook Report

2023 Market Outlook Report

Will the bull market continue in 2024? What about a recession? What will the Fed do? We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.

Video Insights

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Biggest Mistake

  Nik Aamlid, CFP®, CAP®, Wealth Advisor, shares the biggest financial mistake he’s seen people make and how to avoid it for yourself. Regardless of where you’re at in your personal financial planning journey, our team can help. The Pinnacle Wealth team is driven by service and a desir …

Will Vs. Trust

  Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference? Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pr …

First Three Steps of Financial Planning

There are seven steps to the financial planning process and we’re breaking them down for you because all seven are equally important and you need all seven to provide a comprehensive plan. Nik Aamlid, CFP®, CAP®, Wealth Advisor, breaks down the first three steps in the process and why havin …

In the News

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3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.