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Resources

Resources

The Complete Guide to the SECURE 2.0 Act

After multiple attempts at retirement legislation in 2022, the SECURE 2.0 Act has passed, with arguably more impactful reform than its predecessor, the SECURE Act of 2019. Download the checklist today to get started.  

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Market Commentary

Market Commentary

Market Commentary: New Market Highs are Possible in 2023

Stocks sold off early in the week on disappointing retail sales and industrial production numbers, but they staged a nice bounce on Friday to close out the week. Although some recent data has been disappointing, inflation data continues to show fast improvement, with producer-level inflatio …

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Videos

Videos

2023 Market Outlook

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

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In the News

In the News

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

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