Webinars

Facts Vs Feelings Take 5 – Did the Fed Pull a Grinch?

In this week’s episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previ …

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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 …

Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering …

Your Financial Diagnosis

For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.

How Saying ‘No’ Can Help You Thrive

Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.” 

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