Driven Wealth Strategies

We just released our newest webinar for on-demand viewing. Watch “Revocable Living Trusts as part of an Estate Plan” with Carson Group’s Director, Trust Services Scott Berryman and Manager & Sr. Wealth Planner Tom Fridrich. https://ow.ly/USeV50RZNQO

Have you chosen a trustee for your estate plan? Learn more about what this important role requires and how you can pick the right person for the job. https://ow.ly/Nrvb50RZNPt

Talking to your family about your estate plan can be tough. But the more you communicate now, the less you’ll have to worry about confusion and potential heartache later. Read our latest blog for helpful tips. https://ow.ly/1xQu50RZNOS

One hundred trading days into 2024 (the 100th day was last Thursday), this year is the strongest election year ever, up 10.4%, topping the previous best of 10.3% in 1976. Find out more in the Weekly Market Update. https://ow.ly/EX0Z50RZNL1

At first thought, naming a trustee for your estate plan might seem straightforward. But there are many factors to consider first. Find out how you can make a more informed decision. https://ow.ly/ulQg50RZNJq

Stocks had another solid week, and the S&P 500 is now up more than 5% in May with a few days to go. The mild pullback in April is behind us, and the summer rally we’ve been expecting is likely taking place. Learn more in the Weekly Market Commentary. https://ow.ly/PQ3q50RYYMf

Figuring out where you're eligible to put IRA contributions can quickly become complex. Our calculator takes all the guesswork out for you to help you make an informed choice. https://ow.ly/SKkp50Q0KFl

What do you risk by not having a will? Your estate could be stuck in probate, to start. And if you have minor children, who will decide who the guardian should be? Learn what you need to do to create your will today. https://ow.ly/MMZJ50Q0KzO

Hear what’s in store for Q4 from Carson Group’s Chief Market Strategist, Ryan Detrick. He’ll share what’s been happening in the market and provide insights on what you could expect for the rest of 2023. https://ow.ly/MFVQ50Q0KB7

It’s time to call a spade a spade: The economy is not just resilient, it’s running hot. Find out why in the Weekly Market Update. https://ow.ly/2HKQ50Q0Ky0

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. Find out why you need one and how to make it happen. https://ow.ly/MuZj50Q0KkZ

What might investors expect over the next few months? Carson Group’s Ryan Detrick shares key events we saw in the past quarter and how we think they could affect markets for the rest of 2023. https://ow.ly/fOpf50Q09eb

Seasonal weakness over the past few months hasn’t been fun for investors. But it’s important to note that stocks are still up more than 10% for the year. Could we still see a fourth-quarter rally? https://ow.ly/eZoI50PZVtA

Confused over how much your household is allowed to save in Roth and traditional IRAs each year? Our quick and easy-to-use calculator can help you identify your annual IRA contribution limits. https://ow.ly/ksnY50PAvTp

Having a well thought-out and documented succession plan for your business can guide your decisions today and in the future. Discover what you need to create yours today. https://ow.ly/S2zj50PAvOn

Credit card debt broke the $1 trillion mark for the first time ever. However, equity is soaring, which makes rising debt unsurprising. More on this in the Weekly Market Commentary. https://ow.ly/I8Y450PAvK5

If you own a business, you need a succession plan – no matter how far out you may be from selling or retiring. Find out what you need to do to create your ideal plan. https://ow.ly/qvaj50PzSUT

Inflation has pulled back, but will it continue that trend? Learn about this and more in the Weekly Market Commentary. https://ow.ly/X1xQ50PzrIH

There’s still time to register for our upcoming webinar, “Update Your Plans After Divorce,” on Thursday, August 17 at 3:00 p.m. CT with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman. Don’t miss out on this one-time event! https://ow.ly/2Ku450Pzj1W

Right on cue, seasonal weakness has hit. The S&P dropped for the second consecutive week. The losses were minor, and below the surface there may be good news brewing. Get all the details in the Weekly Market Commentary. https://ow.ly/L47a50PyTUM

Going through a divorce? We’ve got a helpful guide to keep your finances on track. Download your free copy today. https://ow.ly/1a3150PukuI

Blending two families can create unique financial challenges. Find out what you need to consider if you’re getting remarried. https://ow.ly/fCRr50Pukrv

We’ve said it before and we’ll say it again: Economic normalization isn’t the same as weakness. But what do the numbers say? Get all the details on this and more in the Weekly Market Commentary.

Market Commentary: U.S. Debt Downgrade Should Have Minimal Impact Rating agency Fitch downgraded the U.S. government’s longer-term credit rating to AA+ from AAA. This was the second downgrade in the nation’s history. The

Financial planning is vital to a successful divorce. Join us for our upcoming webinar, “Update Your Plans After Divorce,” on Thursday, August 17 at 3:00 p.m. CT with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman. https://ow.ly/BBE050Puklu

Getting remarried? There are lots of financial considerations for blended families. From budgeting to life insurance, retirement and even estate planning, learn what you need to do before you blend your family finances. https://ow.ly/fajc50Pukkn

Seasonal volatility hit right on cue. The S&P fell 1.4% – the largest drop in more than two months. Should investors buckle up for big swings? Get our take in the Weekly Market Commentary. https://ow.ly/5Vyx50Pukey

Divorce can be traumatic for your finances without proper planning. Join us for our upcoming webinar, “Update Your Plans After Divorce,” on Thursday, August 17 at 3:00 p.m. CT with Manager & Senior Wealth Planner Tom Fridrich and Director, Trust Services Scott Berryman. https://ow.ly/Q3Cn50Puk6U

The U.S. government’s longer-term credit rating was downgraded from AAA to AA+ last week. It was only the second downgrade in our nation’s history. What does this mean? Read about it in the Weekly Market Commentary. https://ow.ly/pCob50PujYQ

Will you be financially ready to live out your retirement dreams? Take our quick quiz to gauge where you’re at with your retirement planning. https://ow.ly/XXhw50Ps0HG

Hey, business owners: the time to plan for your exit and succession is now. Learn what you need to include in your ideal plan. https://ow.ly/goTz50Ps0CP