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Facts Vs Feelings Take 5 – Is This Normal?

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we dive into recent market volatility, policy uncertainty, and whether a recession is on the horizon. With stocks swinging daily, we break down what’s normal, what’s not, and why investors shouldn’t panic. Pl …

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Why You Should Want to Invest

Transcript: This is money talks with Chad Olivier, sponsored by Olivier Group. Hi. This is Chad Olivier, certified financial planner and CEO of Olivier Group. Today, we’re gonna discuss why you should want to invest. Investing can mean different things to different people, but at its …

Market Commentary: Good Riddance February, Hello March

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. Here’s the thing. Yes, the year-to-date gains we saw in January have vanished, but as we’ve noted before, early in a post-election yea …

Tax-Efficient Strategies for Transferring Wealth to the Next Generation

Transferring wealth to the next generation can be costly in taxes if not planned properly. Effective tax strategies, such as using trusts, lifetime gifting, and charitable contributions, can minimize tax burdens and preserve wealth for heirs. Early planning is crucial to maximizing these be …

Lock in High CD Rates Before They Drop: Why Now Is the Time to Act

Looking to maximize your savings? Now might be the perfect time to lock in a high-yield certificate of deposit (CD). With interest rates expected to decline later this year, securing a strong APY today can help you earn more in the long run. In a recent article for CNET, Chad Olivier, share …

Facts Vs Feelings Take 5 – We Still Aren’t Worried About Inflation

Welcome back to Carson’s Take Five with Ryan Detrick and Sonu Varghese! This week, we tackle the latest inflation data, why consumer expectations are rising, and why we still aren’t too concerned. From conflicting survey results to real-world business insights, we break down the numbers and …

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