Webinars

Facts Vs Feelings Take 5 – 3 Bits of Good News

In this episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, navigate three positive economic developments: First, the election results are finalized, ending uncertainty for markets Second, inflation appear …

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Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

What Are Index Funds?

It’s time to learn more about index funds. We’ll provide a definition, show you how index funds work, compare them with mutual funds, and explain how to invest in index funds.

Market Commentary: The February Hangover is Nearly Over

The past few weeks we’ve advised readers to be on the lookout for seasonal late February/early March weakness. After the 11th best start to a year ever as of Valentine’s Day, some sluggishness was expected. Well, stocks had their worst week of the year last week and are now down three weeks …

What Is an ETF

Curious about how to invest in ETFs? We’ll define what an exchange traded fund (or ETF) is and break down the differences between ETFs, index funds, and mutual funds.

Fundamentals of Retirement

Ready or not, here comes retirement! Watch our webinar: The Fundamentals of Retirement with Carson Wealth Planners Michael Gruidel and Kevin Olezsewski, now available on-demand. 

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

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