Facts Vs Feelings Take 5 – Where’s the Inflation?

Tariffs, shelter costs, services inflation—what’s really driving prices in the U.S. economy right now? In this week’s Carson Take 5, Ryan and Sonu break down the latest inflation data and what it means for investors, the Federal Reserve, and the markets heading into the second half of 2025. …

Health Savings Account (HSA) Worksheet

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …

A Beginner’s Guide to Market Investment Terms

Let’s be honest—investment terminology can sound like a foreign language. Asset allocation, ETFs, yield curves…What does it all mean? Here’s the good news: You don’t need an MBA to get smart about investing. This glossary of investment terms to know can be your cheat sheet for spotting red …

Market Commentary: Carson Investment Research Presents Its Midyear Outlook 2025: Uncharted Waters

The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters last week. Few would have thought at the April 8 lows, with the S&P 500 down nearly 20%, that markets would make such a furious comeback. Yet here we sit in early July with the S&P 500 at a to …

4 Tips for Navigating Uncharted Financial Waters

Whether you’re an experienced investor or new to the market, 2025 has brought an unprecedented degree of simultaneous market momentum and uncertainty. The first half of the year saw both sharp market swings and heightened volatility, leaving many investors feeling like they’re navigating un …

Midyear Market Outlook 2025 Webinar : Uncharted Waters

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year. 

Midyear Market Outlook 2025

The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.  Download the worksheet to get started.

Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be hea …

Market Commentary: More New Highs and a Jobs Surprise

What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.

Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …

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