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Facts Vs Feelings Take 5 – The Trade War Is Back

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! In this episode, Ryan and Sonu break down the latest escalation in trade tensions between the U.S. and China and what it means for markets, inflation, and investors …

Live Your Life October

Cheers to One Year with Krista! In September, our team had the pleasure of celebrating a special milestone—Krista Nicholson’s one-year anniversary with the firm. Over the past year, Krista has become an integral part of our team, bringing dedication, professionalism, and a genuine enthusias …

Facts Vs Feelings Take 5 – Is AI in a Bubble?

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. This week, the duo explores one of the most debated questions in markets today: Is artificial intelligence in a bubble? While headlines are filled with speculation, …

Is Your Business Worth as Much as You Think?

As a business owner, you already know your company has value. It supports your lifestyle, pays your employees, and provides products or services your clients rely on. But here’s the big question: If someone asked you today what your business is worth, could you give them a confident answer? …

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