Ronald J. VanSurksum, Senior Wealth Advisor

Certified Financial Planner (TM) Practitioner providing Full Service Fiduciary Financial Planning and Investment Management

[Ronald J. VanSurksum, Senior Wealth Advisor @AAMLLC]

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

[Carson Group @CarsonGroupLLC]

A tax return shouldn't be the end of the conversation.

It's often the best starting point.

Carson Group Chief Tax Strategist Debra Taylor explains why the weeks after filing may be the most valuable planning window of the year: https://t.co/7udTDKoojE

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 is up six weeks in row and >10% during the win streak.

This is only the 10th time that has ever happened (since 1950) and it was lower a year later only once (80 yrs ago), with an avg return of 17.1% (about 2x the avg year return).

Another clue favoring the bulls.

[𝔗𝔥𝔢 𝔇𝔢𝔱𝔯𝔬𝔦𝔱 𝔗𝔦𝔪𝔢𝔰 📰 @the_det_times]

THE TIGERS HAVE WON THEIR 5TH STRAIGHT GAME AND 4TH SERIES OF 2026 🔥

[Ryan Detrick, CMT @RyanDetrick]

👇👇👇

[Ryan Detrick, CMT @RyanDetrick]

Here's our latest The Glass Half Full!

@sonusvarghese and I discussed what else? The latest on the war and your investments.

https://t.co/Le2SSOxgEn

[Ben Verlander @BenVerlander]

HAPPY TIGERS OPENING DAY, DETROIT!!

[Carson Group @CarsonGroupLLC]

The strait is closed. Earnings are rising. The market is doing something it has never done before.

Ep 181 with @RyanDetrick and @sonusvarghese breaks down what's really happening beneath the headlines 👉 https://t.co/PcVfL6hCSY

#FactsVsFeelings #StraitOfHormuz

[Ryan Detrick, CMT @RyanDetrick]

Thursday gonna Thursday apparently.

Looking at a record losing streak for this day right now.

[Carson Group @CarsonGroupLLC]

Volatility feels bad in the moment, but it’s often just the price of long-term investing.

Headlines and sentiment can look scary, while fundamentals tell a very different story.

The key is knowing which one actually drives markets 👉 https://t.co/aEsLMu1yqQ

[Ryan Detrick, CMT @RyanDetrick]

There is some good news out there.

Earnings and profit margins have remained extremely strong. Don't forget, earnings drive long-term stock gains.

[Ryan Detrick, CMT @RyanDetrick]

Here's our updated and always popular @CarsonResearch Quilt Chart.

[Carson Group @CarsonGroupLLC]

Earnings momentum continues to favor companies with global revenue exposure as inflation stays elevated and leadership rotates beneath the surface.

The data paints a more nuanced picture than the headlines.

Full discussion on Facts vs Feelings
👉https://t.co/w1VIK4mkbE

[Carson Group @CarsonGroupLLC]

A corporate trustee can bring stability. It can also change an advisor’s role after a client’s death.

Carson’s David Haughton, VP of Estate Planning, explores how trustee models work in practice and what that can mean for advisors. https://t.co/j78ZSShARl

[Carson Group @CarsonGroupLLC]

Markets don’t reset just because the calendar flips.

Our Market Outlook 2026: Riding the Wave lays out how we’re thinking about the year ahead, what matters most, and the forces shaping markets in 2026.

Download the Outlook: https://t.co/45XL9FYBUY

#MarketOutlook2026

[Ryan Detrick, CMT @RyanDetrick]

Household balance sheets are in the best shape they've been in ... Checks notes. Ever.

Yes, there's a lot of debt, but there's a lot more equity. Don't forget the dominator.

Yet another reason our economy is on firm footing.

[Carson Group @CarsonGroupLLC]

Labor market shifts don’t usually feel obvious in the moment. When hiring slows after years of strength, it can look more concerning than it really is.

Stepping back helps separate cooling from cracking and keeps the broader economic picture in focus. https://t.co/dTqagCXQU8

[DataBase Hit @DatabaseHit]

Tigers career milestones to watch for in 2026:

Báez 200 HR (7 away)
Greene 100 HR (24 away)
Torkelson 100 HR (20 away)

Greene 500 Hits (7 away)
Torkelson 500 Hits (76 away)

Skubal 1,000 K (111 away)
Mize 500 K (135 away)

Jansen 500 SV (24 away)

[Ryan Detrick, CMT @RyanDetrick]

Our proprietary @CarsonResearch LEI has been improving recently and is still showing no signs of a coming recession.

This LEI correctly said there wouldn't be a recession in 2023 when most other LEIs did.

[RenMac: Renaissance Macro Research @RenMacLLC]

RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26
https://t.co/D8nTomerpc

In March, when markets looked bleak, the focus was on what could go RIGHT, not wrong. #MarketInsights #Investing

[Thomas Kopelman 💵 @TKopelman]

Times to consider Roth conversions:

- low income years
- when you retire & before you start taking RMDs from other accounts
- when the market is down
- when your tax bracket will be lower than it is expected to be in the future
- to pay tax at a lower rate than your Heirs will
- if one spouse is sick and may pass away and push you up brackets