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Facts Vs Feelings Take 5 – Yes, Stocks Can Go Down

We’ve been spoiled for a while with market and economy wins, but now we’re seeing some volatility. How concerned should investors be? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese weigh in. Highlights include:   Pullbacks are normal in bea …

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Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

How to Pick an Insurance Policy

Life insurance plans are designed to offer your family an infusion of income in the event of your death, so your loved ones won’t have to worry about finances while they are grieving. But how do you know what type of policy to choose and if it will adequately cover your needs? This re …

What Year Is It?

It continues to be a challenging year for stocks, but all is not lost. We believe there could be some decisive gains before year-end. Let’s look back at two other midterm years that were similar to 2022 in more ways than one.

How To Respond When Markets Are Going Wild

Again, the stock market feels like a wild ride, where volatility has become all too normal. As a financial advisor, I field questions about this frequently, especially during periods like we’ve seen in the first half of 2022. That said, our team approached me with a handful of questions we …

Which Medicare Plan Is Best for You?

Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

Market Commentary: The Worst Month of the Year Is Here

The S&P 500 recently soared more than 17% off its June 16 lows but found trouble near its 200-day moving average. This is perfectly normal, as stocks might need to catch their breath before the next move higher. That is the good news. The bad news is the calendar is doing no one any fav …

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