Carson Wealth

For high-net-worth individuals, portfolio construction isn’t about choosing between growth and safety: It’s about strategically deploying both. Equities typically build wealth through capital appreciation, while fixed income helps preserve it through stability and cash flow. The art of balancing fixed income vs. equity lies not in chasing maximum returns, but in tailoring you...

The S&P 500 fell last week, with technology leading the way lower, as the Middle East conflict flared back up, oil jumped, and Treasury yields pushed to new highs for the year. The 2-year Treasury yield reached 4.33% and the 10-year hit 4.68%, both the highest since early 2025.

But a handful of under-the-radar developments suggest the picture is a lot better than w...

As we move through the middle of 2026, our team has stayed just as busy—both in the office and with our families. From summer travel and community outings to important updates on tax planning and client resources, here’s a look at what we’ve been up to in the second quarter.

We kicked off the quarter with plenty of family time and commun...

In this second installment of their 2026 outlook coverage, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into the parts of Carson’s midyear outlook, “Riding the Wave,” that didn’t make last week’s episode: fixed income, diversification, and global equities.

With the 10-year Treasury yield still abo...

Life insurance can play an important role in a financial plan, but the right policy depends on your goals, budget, and time horizon. Some people need coverage for a specific period, while others want lifelong protection, cash value growth, or added flexibility.

At a high level, life insurance generally falls into three main categories: term, universal, and whole life. ...