Insights

Published by Teresa Milner Are you prepared for the journey in life referred to as retirement? Whatever you choose to call the later years of your life, planning and preparing for this well in advance is the best way to be ready – financial security doesn’t just happen. Planning ahead allow …

Published by Pete Mullen and the Carson Wealth Investment Committee From one millennial to another, I wanted to take some time to discuss the lack of saving and investing done by our generation. It seems like the number of millennials that continue to live paycheck-to-paycheck continues to …

Published by Jake Bleicher and the Carson Wealth Investment Committee A fundamental decision made when selecting an investment strategy is whether to invest actively or passively. Given that more than $1.1 trillion have flowed into passive funds since 2008 while active funds have seen a sli …

By Ron Carson Back in 2009, at a speech in Scottsdale, Arizona, I told a group of 500 business owners, “Never have the opportunities to succeed been greater, nor have the distractions that can cause you to fail.” That statement is even truer today than it was then.

This also made several young adults find it difficult to find jobs. Many ended up staying on their parents’ payroll longer than anticipated, and it seems the trend which was meant to help out the generation for a while, is here to stay.

Published by Andrew Rogers, Strategic Opportunities Associate I recently returned from a 44-day trip backpacking around Europe with my Fiancé, Maggie, after we graduated from Creighton University. After visiting 19 cities in nine countries and taking 18 trains, seven planes, two boats and o …

Published by Mark Petersen, Vice President of Affluent Wealth Planning The Millennial generation (“Millennials”) is changing the world. In my world, that means Financial Planning will evolve and Planners will adapt to meet people’s changing needs. One must then ask, “How will financial plan …

Published by Mark Lookabill While in the short run most investors focus on market gyrations, over the long-term, high-net worth investors recognize working with a high-net worth financial team can provide the most long-term value.

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

Published by Jason Comes | @Jason_Comes Which is the best way to compensate someone who helps you with your investments/finances? Would paying per transaction be best or via a percentage of the assets? Do you think the advisor could be objective if he or she would earn a commission investin …