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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Market Commentary: S&P 500 Tops 5,000. What’s Next?

Hello 5,000 Stocks have picked up right where they left off last year, with new highs across the board and the S&P 500 officially closing above 5,000 for the first time. Although on the surface there isn’t much of a difference between 5,000 and 4,999, it’s an important psychological mil …

Heritage Highlights

In this issue, delve into a 2023 year in review along with a Market Update from Jeremy. Discover important Schwab reminders and read a letter from Bette and Andy Hanson, the retired founder of Hanson Financial. You’ll also catch up with the personal happenings of the Heritage Financial team …

Facts Vs Feelings Take 5 – Some Good News and Some Bad News

Stock market is hitting new all-time highs, the economy is going gangbusters, and there is generally good news all around. But could there be bad news around the corner? Get the latest insights from Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Var …

8 Tax Tools for the Toolbox

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.   Download Guide

Market Commentary: January Gains, Jobs Report Both Bullish for Markets

As Goes January, So Goes the Year “There is nothing new in the world except the history you do not know.” — Harry S. Truman The S&P 500 Index gained 1.7% in January (total return) after a slow start to the year. S&P 500 gains in January have historically signaled above-average retur …

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