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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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Tax Planning Strategies for Executive Compensation

By Mike Valenti, CPA, CFP®, Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. W-2 employees currently are unable to deduct home …

Market Commentary: Stocks Have Strong Momentum

The Dow Jones Industrial Average celebrated a birthday last week. The Dow began trading on May 26, 1896, and what a ride it has been. The Dow has weathered depressions, recessions, two 100-year pandemics, wars, famines, inflation, deflation, and many more challenges. However, through good t …

Tax Planning for Executive Compensation

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand. 

11 Things to Know About the Debt Ceiling

One of the top questions we’re receiving lately has to do with the impending debt ceiling drama and what it could all mean. Here are some common questions and answers regarding this excitement out of Washington.

Executive Compensation Plans: Common Elements

Executive compensation plans can be used to attract, retain and reward high value employees. We’ve put together helpful information to know if you’re ever offered one of these plans through your employer. Download the checklist today to get started.

Market Commentary: Stocks Keep Chugging Along

Surprisingly, stocks continue to trend higher in the face of a constant barrage of negative news in the media. As we explain more below, the economy is presenting many positive signs that suggest a recession is unlikely, and stocks likely are sniffing this out. In fact, last Thursday the S& …

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