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10 Effective Year-End Tax Planning Strategies to Consider

October is here. As the year draws to a close, it’s crucial to review your tax situation and take advantage of any tax and estate planning strategies that may apply to your situation. Looking for options that could help you minimize your tax burden and maximize your wealth over the long ter …

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2023 Market Update: Q2 Highlights

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

Teaching Your Kids About Money

Teaching your kids about money early will serve them long into adulthood.   Watch our webinar: Teaching Your Kids About Money with Carson’s Senior Vice President, Financial Planning and Advanced Solutions Erin Wood and Vice President, NextGen & Advisor Development Programs Julie Ragatz, …

Market Commentary: Cautiously Optimistic on Markets

Stocks were relatively flat last week in the face of weak economic data. Services, manufacturing, and job openings all were weak, but the monthly jobs data (more below) was a bright spot. Still, in the face of slowing economic reports, we were impressed stocks were able to hold onto some gains.

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