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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 …

Market Commentary: Slow Start For Stocks Despite Solid Job Gains

2023 Stock Gains Suggest a Solid (But Not Spectacular) 2024 The S&P 500 finally fell last week after nine consecutive weeks of gains, the longest weekly winning streak since 2004. Some investors worry the decline during the normally bullish end-of-year/early-new-year period may be sendi …

Facts Vs Feelings Take 5 – Welcome to 2024

Happy New Year! Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they take a look back on what happened for investors in 2023 and look ahead to what could happen 2024. Highlights include:   The S&P 500 gained more than 25% last ye …

How Will My Financial Plan Change Over the Course of My Life?

By Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s. Your financial focus and planning in each decade should follow suit. Let’s look at three financial tactics to focus on in e …

Market Commentary: Top Charts From 2023 Set the Scene For 2024

Top Charts of the Year What a year it has been! The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Just like everyone called it, right? As we look ahead to 2024, we want to share with you some of our tea …

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