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2024 Calendar: Key Tasks & Financial Dates

Get ready to tackle 2023 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

9 Year-End Planning Tips from a Wealth Planner

By Mark N. Petersen, CPA, CFP®, CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration …

Your New Year’s Financial Planning Resolutions

Watch our on-demand webinar, “Your New Year’s Financial Planning Resolutions” with Carson Group’s Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.  

Market Commentary: What a Month!

The S&P 500 gained 8.9% in November for one of its best monthly returns ever. One month ago, stocks were in a correction, fear was everywhere, and talk of a new bear market and a recession were in the news. Then a funny thing happened … stocks soared!

Facts Vs Feelings Take 5 – Welcome to the Year-End Rally

  The market saw a huge rally in November. Why do we think it will continue through the end of 2023? Join Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese as they talk about the hard data behind the economy and stock market.   Highlights …

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