January 8, 2018
Scott Kubie, Senior Investment Strategist on the Carson Group Partners Investment Committee, presents a year-end update on the markets. Scott will share an assessment of:
- Macroeconomic trends
- Fundamental insights on the equity markets
- Risk analysis & investor sentiment
- The single most important thing that every advisor should be watching right now
See Fox Business’ Varney & Co for where Ron Carson advises clients to buy in the middle of a market rally. Read more
If you’ve read my bio (which I’m sure you have), you know that being the Chief Comfort Officer means my job is to boost the spirits of the Carson Group team with my joyful nature and all-around tail-wagging positivity. But, in my 35 years on this planet (5 human years), I’ve realized something very important about those of you who walk upright. My revelation is this: Sometimes, the best way to support a friend is by hitting them with the cold, hard truth. Read more
“Always push yourself,” and other great advice on how to succeed as an entrepreneur in this
#Ronsense with Ron Carson and Matt Wadiak of Blue Apron, live from the NCAA football #NationalChampionship today! Read more
It’s 2018 and now’s the time to get your finances in order.
To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more
Today’s article is by Day Hagan Research: Craig A. Hill, CFP®
If you are a financial advisor, you have surely been asked about Bitcoin. Because of the parabolic rise in price in 2017, there is much hype and interest in the Bitcoin/Cryptocurrency space. Advisors are asked their opinion, but are themselves, by and large, confused about the space as well. This short essay will attempt to give advisors a basic yet conversational understanding of the topic. Read more
Look for more excitement on the M&A front this year, as deep-pocketed RIAs move to grow through consolidation.
Multi-billion-dollar firms like Savant Capital Management, Mariner Wealth Advisors and Carson Group have built up war chests to compete across a field in which acquirers heavily outnumber their targets. Read more