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Trump Accounts: What You Need to Know About Eligibility, Contributions, and Long-Term Planning
You’ve probably heard of Trump Accounts—the new tax-advantaged savings and investment tool for minors. Established under Section 530A of the tax code, Trump Accounts are designed to help jumpstart long-term wealth creation for the next generation. This program combines federal seed money wi …
Market Commentary: Top Charts from the First Half and Why the AI Wave Is Everywhere
What a first half it’s been. We had a war, an oil spike, a 9% pullback, a furious rally, a bull market that keeps getting called old, and an AI trade that keeps getting even more interesting (and confusing). But despite all the noise, the S&P 500 still powered to a 10.2% gain in the …
The Glass Half Full: What Surprised Us in the First Half of 2026 (Ep. 19)
In this midyear edition of The Glass Half Full, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, look back at what caught them off guard in the first half of 2026, before next week’s official second-half outlook. They st …
Why Tax Planning Can Be a Women and Family Issue
Imagine planning for decades to help secure your financial future, only to watch a substantial portion of your savings disappear to unexpected taxes after losing your spouse. For millions of women, this scenario isn’t just a possibility—it’s a reality many face without proper preparation. T …
Tax-Focused Estate Planning Before Retirement
Market Commentary: Stocks Soar in the Second Quarter to Close Out a Solid First Half
Well, that’s a wrap on the first half of 2026. After all the handwringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up 9.6% (excluding dividends), and it did it in style. The index’s second-quarter gain of 14.9% was the best Q2 in …
