Insights

Published by Beth Schanou, Director of Wealth and Estate Planning When you hear “estate planning,” what comes to mind?  Some of the things that come to mind for many are the need to work with an estate planning attorney and having long, hard to read documents drafted. That is part of it. Th …

Anyone who understands the time value of money understands that when it comes to investing, earlier is better. And yes, anyone would encourage you to the fullest of their ability to invest as soon as you can. But how do we invest early?

Published By: Mark Petersen | LinkedIn We live in a world of uncertainty! On November 8, 2016 most Americans thought they knew who the President-Elect would be. After all, we were informed by pollsters leading up to the Presidential election who was leading and the probable outcome. Many we …

Published By: Omani Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement …

Published by Jake Bleicher and the Carson Group Partners Investment Committee One of the classic axioms of investing is diversify, diversify and diversify. It is a practical way of minimizing exposure to the potential downfalls of any single investment. In other words, don’t place all of yo …

Published by Brett Carson, Director of Research, and the Carson Group Partners Investment Committee Diversification is a cornerstone of portfolio risk management. In short, investors should spread capital among various assets to attempt to reduce volatility and avoid being wiped out by one …

Published by Michele Schreck | Connect with Michele on LinkedIn Around the office at Carson Wealth, you may often hear Omani Carson describe True Wealth as “all the things that money can’t buy and death can’t take away.”  

Not following through is a decision, but it is a decision which leads us away from the life we want. In contrast, making decisions and following through with those choices, as hard as they are, is the reason certain people have the life they want.

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical.

Published by Beth Schanou, Director of Wealth and Estate Planning Does it ever feel like time gets away from you?

Published by Omani Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.