Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
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The Most Important Lesson to Remember When Starting Your New Job
Often times we begin a new job with a strong amount of motivation, a bit of nervousness and an excitement that drives us into the office with a smile on our face.
Balancing College Funding with Retirement Savings
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.
Commission, Fee Based or the Combo?
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 …
Entrepreneurial Takeaways from Robert Herjavec
Published by Meg Ronspies, Marketing Coordinator “Don’t be boring. Remember that the first thing people buy is people.” Normally seated amongst four other “sharks,” Robert Herjavec shared with attendees of the 2016 Excell Conference some entrepreneurial advice last month.
Using Rationale While Investing
Published by Jake Bleicher and the Carson Wealth Investment Committee A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logi …
What My 10 Year Old’s Soccer Team Taught Me about Planning
Published by Paul West | @PaulWestCoach I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my …
